From IR+M: Treasury rates are on the rise. .. Higher yields are associated with negative fixed income returns. However, investors have experienced periods of rising rates before, and despite higher yields, total returns were positive throughout or shortly after rates stabilized. This was the case during rising rate environments such as 2003-2006, 2008-2010, 2012-2013 and … Continued
Rockefeller AM and NYU Stern Center for Sustainable Business have published a new meta-study examining the relationship between ESG activities at organizations and their financial performance in more than 1,000 research papers over the last five years. https://rcm.rockco.com/insights_item/esg-and-financial-performance/
Freom Income Research + Management, ‘The technical tug-of-war over GameStop shares has spread to the credit markets, where many are asking how the price action can be justified in light of little change to the fundamental outlook.’ Link: http://www.incomeresearch.com/the-gamestop-effect-on-credit-markets/
Link to full Press Release: Rockefeller Launches Climate Solutions UCITS NEW YORK–(BUSINESS WIRE)–On December 9, 2020, Rockefeller Asset Management (RAM), a division of Rockefeller Capital Management, launched its third equity UCITS fund, the Rockefeller Climate Solutions Fund. This expands the firm’s spectrum of sustainable investment solutions, including US and Global ESG equity strategies, all available … Continued
‘Vetri Subramaniam, Head of Equity and Group President of UTI Asset Management, shares his expert advice. Please read his latest blog ‘Kumbhakaran’s Approach to Investing’
Q1 2021 Global Foresight – from Rockefeller Asset Management’s CIO David Harris. ‘Starting in the late 1890’s, canaries saved countless lives in coal mines by dependably signaling dangerous levels of carbon monoxide, allowing miners to evacuate to safety. Virtually every profession, from medicine to weather forecasting, has sought its proverbial “Canary” that provides reliable warnings … Continued
Clarity AI is an outstanding sustainability analytics and data science platform. Press release: Blackrock buys a minority stake in Clarity AI
link: Rockefeller AM launches US ESG Improvers Index with Bloomberg
Wishing everyone as part of the Hyde Park Investment community, and all of our family and friends, a Happy Christmas and a Joyful and Healthy 2021. We are grateful for all the essential workers and healthcare community who helped us get through this year. Hyde Park Investment has had a good year; we raised over … Continued
Link: Trends in VC Investing 2021, in Marketwatch