In just a few months, Covid-19 has transformed the way we live, from the everyday washing of our hands to the way we travel, shop and eat. But well before the start of the pandemic, consumer behavior was already evolving, sparked by technological developments.
Markets continue to be buffeted by high levels of volatility driven by shifting fears of recession and inflation. This roller coaster of a month resulted in very diverse financial market performance.
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look at what’s behind the increased interest.
The US led the rebound in risk assets during the last week of May. However, most markets ended the month flat.
Der Klimawandel geht uns alle an. Das International Equity Team, das bei 95 % der Unternehmen in seinen globalen Strategien zu dem Thema Einfluss genommen hat, erörtert die Frage, wie Unternehmen zur Verantwortung gezogen werden können
Recent media reports noted that the S&P Dow Jones Indices had dropped Tesla from sustainability indexes and added exposure to multinational oil companies. When we examine companies, we focus on what is changing, either for the better or the worse, in the ESG performance areas Calvert prioritizes in each industry segment.
Redistribution of Value via Capital Allocation: The goal of capital allocation, arguably management's most important task, is to put resources to their best use to create long-term value per share for ongoing shareholders.
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
