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Showing posts with the label ESG Investing

Inflation

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UPDATED #INFLATION ANALYSIS - We note the Biden Administration now expects consumer prices to rise 4.8% in the fourth quarter of 2021. This follows July's 5.4% increase in consumer prices in advance of the Fed’s Jackson Hole conference. Our analysis suggests that the inflation spike is due to fear and greed-based labor and supply chain disruptions resulting from the unprecedented and ongoing COVID crisis. Thus, price increases are to be expected. The current pandemic is not fully comparable to earlier ones, given technology's role in facilitating the highly integrated nature of the global economy and the decline in ethical standards of business behavior, as evidenced by the prior occupant of the White House. The Fed is right to focus on inequality, now the greater risk, than it is on protecting the financial standing of a small group of mainly non-minority individuals and institutions. Given the above, we suggest the central bank modify monetary policy to resist price increase

Black Lives Matter and ESG

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https://blmesg.eventbrite.com

ESG Investing Webinar Review. Andrew Taber, Impact Investing Intern, Emory University

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The Intersection of ESG and COVID-19. C all hosted by Goldman Sachs to discuss the impact of the global pandemic and economic recession on ESG, with a focus on both the investor and corporate perspectives. ESG Investing is the consideration of Environmental, Social, and Governance factors  in  investment decision making.  As emphasized in the presentation, while some consider the ESG qualification to be simply a box to check, it is becoming a very important marker of strong investments. This presentation discussed the growing importance of ESG factors and the relevance of COVID-19 on future investing. Martin Whittaker of Just Capital discussed how the pandemic is emphasizing the importance of risk factors and relationships for corporations. As a nonprofit which surveys thousands of Americans in building their company rankings, they have found that the way corporations treat their workers and care for their safety has become critical. Given the health risks associated with