Sustainable Investing

Any of the variable spending strategies I analyzed will reduce sequence risk in retirement and allow for greater initial spending rates, potentially greater average spending amounts, and a generally more efficient spenddown of assets than the baseline constant inflation-adjusted spending rule.

Maybe UFOs are carrying wealthy aliens wanting to buy a lot of stuff and boost our economy. More likely, those forecasting a no landing have a false sense of optimism that the economy will continue to be resilient.

I want to offer some tips if you are considering coaching or training for your important team members.

The stock market’s resurgent enthusiasm for Tesla Inc. is poised for a test Wednesday when Elon Musk unveils his latest and much-hyped “master plan” for the electric-vehicle maker.

The asset management industry is overlooking what promises to be a major new ESG risk: biodiversity.

Consumers want meaningful connections, authenticity, and value from credible sources, whether or not they have “celebrity” status.

Here are the top three trends that will affect ETFs in 2023.

Being flexible with spending matters. My analysis shows that variable spending strategies – including floor-and-ceiling, guardrail, actuarial and other methods – can dramatically increase sustainable retirement spending.

Low-volatility strategies are often cited as an anomaly offering higher returns without a corresponding increase in risk. But the so-called low-volatility factor is well explained by other factors, and new research shows it does not reduce exposure to “systemic,” broad-economic risks.

The asset management unit of JPMorgan Chase & Co. has wiped its ESG portfolios clean of their exposure to the Adani empire.

Some of the world’s largest economies ramped up calls to increase support to troubled emerging countries ahead of a Group of 20 finance chiefs meeting.

When it comes to the clients they serve, advisors need to think about the now and the new, not the next, and step up their offerings in key areas.

Morgan Stanley has picked an interesting moment to press ahead with expanding its offering of ESG-themed funds.

While equity markets are on a relentless march higher amid optimism around stronger economic growth and cooling inflation, most investors aren’t convinced the gains will last, according to Bank of America Corp.’s latest global fund manager survey.

Tesla Inc. workers in New York state are launching a unionization campaign, teeing up a potential first for the electric-vehicle maker and the latest labor challenge for Chief Executive Officer Elon Musk.

The riskiest bond trade in emerging markets is mounting a comeback, offering double-digit returns to those brave enough to flirt with default.

The dark side of ESG investing has the potential to undermine a whole generation of clean-tech strategies.

For the nearly 2,000 attendees of the ETF Exchange conference, a lot has changed in a year.

Despite enduring a brutal start to the year for their portfolios thanks to a surprise market rally, two top-ranked fund managers are sticking to the bearish views that made them winners in the 2022 stock crash.

This year’s surge in technology stocks has been especially pronounced in the riskiest corners of the market, suggesting to some skeptics the potential for a swift reversal.

“Geopolitical recession” doesn’t exist as a defined term. But it should, according to Ian Bremmer. If relations among global powers were framed in economic terms, we would be in the “bust” phase of the business cycle, he said.

The greening of red-state America, well underway in the Sun Belt, is now accelerating in the Midwest.

Cash flows into US sustainable funds plummeted last year as the broader market took a beating and anti-ESG crusaders targeted money managers including BlackRock Inc. for “woke capitalism.”

Can you see why your prospect’s hiring decision is not a rational assessment of what you actually do?

ESG proponents sell the idea to investors that they can achieve both altruism and high returns. In the end, they fail at both.

For RIAs, self-knowledge – which includes an understanding of the firm’s ideal client persona – is the first and most necessary step on the road to success and scalability.

Three decades after helping give birth to the ETF industry, Morgan Stanley is officially back in the game in what could be a milestone moment for the investing world.

What happens when you ask the hottest AI tool in the world to design an ETF that can beat the US equity market? It tells you the same thing every frustrated stock manager does.

For the first time, the world invested as much money into replacing fossil fuels as it spent on producing oil, gas and coal, according to an analysis from BloombergNEF.

Six Wall Street banks are being pressed by a group of shareholders to move faster on reducing their financing of fossil fuels to meet global climate goals.

When should your firm begin to leverage a new offering, if at all? Let’s talk about ESG investing and share three strategies to help your firm discuss and market a new product or service in an authentic, practical, and distinctive way.

The recurring farce of lifting the US government debt ceiling began again this week.

Vanguard Group, which quit the world’s biggest climate-finance alliance in December, was the only major ETF provider to post an increase in European assets last year thanks to its lower exposure to environmental, social and governance strategies, according to Morningstar Inc.

So-called greenwashing by asset managers misleads investors by labeling products with false claims of ESG benefits. But the SEC’s initiative to restrain this malpractice falls short because it does not distinguish between risk- and ethics-driven ESG products.

Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).

The omnibus spending bill puts our retirement system on an even less sustainable basis.

Big global banks are eying some of the world’s most fragile countries for a new experiment in financial engineering: debt relief in exchange for environmental protections.

I've put together four steps to grow your client base – this month.

Asia’s benchmark stock index was on track to enter a bull market, as China’s reopening and a weakening dollar lure investors back to the region.

When the Deepwater Horizon rig exploded in the Gulf of Mexico in 2010, triggering the largest-ever oil spill in the US, all eyes turned to BP Plc, the British company behind the drilling. But BP wasn’t alone in the project.