More than two-thirds of our electricity is generated by burning fossil fuels, a major climate change contributor. As such, use of renewable energy is expected to double in the next 15 years. But there’s a catch: the power they generate depends on variable factors like wind and sun, making them too unreliable to power our […]
May 2023
MEET THE SURDNA FOUNDATION A five-generation family foundation located in New York City, the Surdna Foundation seeks to foster sustainable communities in the United States, guided by principles of social justice and distinguished by healthy environments, inclusive economies, and thriving cultures. For more than 100 years, Surdna has maintained a tradition of innovative service for […]
May 2023
No. We think most investors should not alter portfolios based solely on debt ceiling risks. Instead, they should remain focused on the long term and rely on the diversification in their existing portfolios. But given the potential for additional stress in funding markets, investors should ensure they have ample liquidity to meet upcoming capital calls […]
May 2023
India has garnered significant investor attention, given its recent economic and stock market outperformance, its large and growing population, and its rapid ascent as a manufacturing alternative to China. But should investors buy the hype surrounding Indian equities? We think India’s bright economic prospects have the potential to drive strong equity market returns in the […]
May 2023
Families of wealth are always curious about wealth management costs and often want to benchmark those expenses against their peers. Costs are an important consideration when devising an overall wealth management strategy. What is the right price and how is it determined? In some cases, a lower cost approach may not be sufficient to do […]
April 2023
Humans have fantasized about flying cars for decades, but they’ve yet to leave the pages of our sci-fi books…or have they? Join us as we visit Joby Aviation out in Marina, California to witness their eVTOL (electric vertical take-off and landing) aircraft take flight. With plans to operate like Ubers in the sky, eVTOLs are […]
April 2023
More than a month has passed since Silicon Valley Bank (SVB) and Signature Bank failed, kicking off ripples of concerns across much of the globe. To look at the performance of risk assets, you would never know what transpired, with global equities returning 2.4% during March and 7% in the first quarter in local currency […]
April 2023
Introduction Aaron Costello, Regional Head for Asia, and Vivian Gan, Associate Investment Director, Capital Markets Research The path of global central bank tightening remains a top-of-mind question for investors after the recent stress in the US and European banking sectors. While financial contagion seems contained for now and has yet to spread to Asia, the […]
April 2023