Tag: electric vehicles

Market Moves May 14, 2021

Cathie Wood: The Big Risk Is Deflation, Not Inflation

The founder of Ark Invest laid out potential market winners and losers if her prediction pans out.

Market Moves April 16, 2021

The Case for Investing in Copper, the Go-To Metal for Renewable Energy Projects

Goldman Sachs predicts rising prices for the commodity, which will be key for solar power and electric vehicles.

Market Moves April 9, 2021

Electric Vehicle Stocks Will Short Out, Arnott Predicts

A lot of the EV makers will go bust, paralleling many once-hot smartphone and airline outfits, says his Research Affiliates.

Market Moves March 16, 2021

Follow-Up: Doomster Grantham’s Stock Picks Are Doing Pretty Well

This noted market pessimist said in January that some shares would thrive, despite a popped bubble.

Industry White Papers

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.