Clarity AI partners with BNP Paribas & its platform Manaos to promote sustainable investing: Link: Clarity AI Partnership BNP Paribas

‘Citywire AA-rated Ajay Tyagi says his team’s stock selection is driven by buying high quality businesses that have a sustainable growth runway in front of them.’ Link: PM Ajay Tyagi interview with Citywire        

From Runway Growth Capital: ‘Venture debt is on the rise. The asset class is on pace for rapid growth as startups seek to stay private longer and VC firms see record levels of activity.’ Link: https://www.bloomberg.com/news/articles/2021-03-19/meet-venture-capital-s-baby-cousin-venture-debt-quicktake

For investors seeking change, which strategy is more effective, divestment or engagement? Link: IR+M Engagement or Divestment?

According to Erica Groshen, the US’s former Bureau of Labour Statistics commissioner, job creation in America could take anywhere between five and eight years to get back to its 2019 trend. Link: US Job Creation – Stratton Street

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’