ESG

The materiality of ESG factors differs across sectors and markets. Investors need to understand how.

President Donald Trump’s first overseas trip since returning to the White House is turning heads across the aerospace & defense and semiconductor industries.

So far in 2025, markets have had plenty to absorb: the Trump administration’s tariffs, Germany’s latest investment commitments, the implications of the DeepSeek moment, and escalating military conflicts (now including one on the India-Pakistan border).

For my entire decades-long career in capital markets, I’ve made the case that gold is not just a shiny relic of the past, but a serious, strategic asset for modern investors. After years of pounding the table, it feels pretty good to say that the world’s central banks—and now the U.S. banking system—are finally catching up.

Warren Buffett opened his 60th—and final as CEO—Berkshire Hathaway annual meeting with the same understated clarity that has defined his career: "This is my 60th annual meeting... I think it'll be the best yet."

“Compounding” is a word often used among investors to describe what they hope to achieve for their capital. Compounding is invoked so frequently that one would think it was the standard aim and practice among investors.

President Donald Trump’s recent executive order revives many of the SDI’s ambitions, albeit with a modern twist. His January 27 directive launched what he first called an “Iron Dome for America,” later rebranded as the “Golden Dome.”

In the Middle Ages, a common form of punishment was some form of mutilation, which included cutting off the nose of a prisoner or purposefully marring one’s own appearance before the arrival of conquering armies

Compare corporate and municipal bonds, including risks, returns, and tax benefits. Learn which bond type fits your investment goals.

Simply stated, the U.S. doesn’t save and invest enough. As a result, we pay for too many of our imports by borrowing from our trading partners.

As homeowner insurance rates rise, advisors share ways individuals can create a financial safety net should catastrophe impact their homes.

Between raising and lowering tariffs on imported goods, President Donald Trump made time last week to sign an executive order aimed at reviving America’s “beautiful clean coal industry.”

Significant government policy shifts, particularly in tariffs and regulatory restructuring, have created uncertainty and volatility. We continue monitoring potential risks like inflation and recession while remaining focused on identifying profitable investment opportunities amidst these changes.

Social Security faces funding issues by 2035, but major changes to the program are unlikely in the near term.

The last time the dollar needed policy intervention was in 1985. The dollar was ascendant, and that put American exports at a disadvantage.

Investors just can’t get enough of ETFs, and issuers are more than happy to oblige. Through the middle of last week—still with a handful of days left in the quarter—208 new U.S. ETFs were launched in Q1, according to Wall Street Horizon data.

Longtime Investor Alert readers have often seen me say that government policy is a precursor to change. What this means is that, when policymakers act—whether through subsidies, sanctions, tariffs or regulations—markets can sometimes respond swiftly and dramatically. We’re seeing that play out right now in real time, especially in the copper market.

We’ve written quite a bit on tariffs already this year, and appropriately so. Developments on this front have been significant and are of global consequence.

While systematic investing often relies on models and financial data, Pozharny emphasizes that Bridgeway’s process is differentiated by its acknowledgment of unknowns and its method for adjusting ratings based on external events. The team grades stocks on a scale from A to F, with adjustments made when externalities—such as leadership changes, regulatory shifts, or geopolitical risks—threaten to undermine model assumptions.

The global economy is undergoing an unprecedented wave of industrial and infrastructure expansion, driving relentless demand for commodities across energy, metals and agriculture.

Since May 2020, inflation (CPI) has gone from a low of 0.1% to a high of 9.1% and back to 2.8%. It is no wonder why any investor might at least pause in this period of uncertainty.

Green bond issuers tend to excel at reducing greenhouse gas emissions, per a Bank for International Settlements study.

On the latest edition of Market Week in Review, Director and Global Head of Solutions Strategy, Van Luu, discussed the latest rate decisions from key central banks. He also talked about fiscal reform in Germany and reviewed recent U.S. market performance.

It's been full steam ahead for active ETFs, with total assets now rapidly approaching the $1 trillion milestone.

Customization is an integral part of direct indexing. The technology behind it can make or break the experience for clients and advisors alike. We dive into the features and functions that make the best tools.

The U.S. has poured more than $120 billion into Ukraine since its war with Russia began three years ago, but with a new administration in Washington, that support is grinding to a halt.

Opportunities have increased significantly in frontier markets debt as more countries have made a conscious effort to open their capital markets to international investors and currencies have become more fairly valued.

More than a century ago, then-Representative William McKinley pursued an aggressive tariff strategy that sought to protect American industry and reduce reliance on foreign imports. The McKinley Tariff Act of 1890 raised import duties to an average of 50%, one of the highest levels in U.S. history.

Measuring the effectiveness of ESG-labeled bonds can be a challenge, particularly with “outcome bonds,” which have specific environmental or social goals but lack standardized assessment criteria.

The managed account industry has seen tremendous growth and client adoption, with assets increasing by 28% over the last year and 50% over the past two years.

Our research suggests that healthcare firms with sound pay practices may yield healthier returns.

Global equities ended 2024 on a strong note, driven by the continued dominance of U.S. equities, which were propelled even higher by the reelection of President Donald Trump.

U.S. dependence on metal imports could prove costly.

Impact investors can help devastated communities recover and build resilience.

Deregulation is among President Donald Trump’s most enduring policy themes. In his 2016 campaign, he called for widespread deregulation and made it a central plank in both his economic and energy platforms.

At the start of every year, we publish our popular Periodic Table of Commodity Returns, an interactive infographic of the gains and losses across the commodities market.

In 2025, two titans of technology stand at the forefront of innovation: quantum computing and robotics. Each offers a vision of a future transformed, where the impossible becomes achievable and industries are redefined.

There are a few things it makes sense to get a start on when a new year begins. One is tax-loss harvesting.

Natural disasters test—but don’t break—municipalities’ resilience.

Outsourced trading is a growing trend among asset managers, with recent headlines illustrating how firms are reassessing their approach to how trading fits in their broader strategic plans.

The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.

European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.

Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.

Start the new year right by reviewing and revamping your financial plan.

Our outlook on the 11 S&P 500 equity sectors.

Just a few short years (months?) ago, few would have believed it possible. But it happened: Bitcoin has traded above $100,000 for the first time ever.

In their 2025 outlook, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein say a changing macroeconomic backdrop could create new pockets of leadership in global equity markets.

Our research suggests that healthcare firms with sound pay practices may yield healthier returns.

When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.

With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.

Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.

The global transition to clean energy should open opportunities for fixed income investors in bond funds that focus on the ESG theme.