Rockefeller Asset Management commemorated World Ocean Day last week at a virtual roundtable event featuring David Rockefeller Jr., Mark Spalding, and Casey Clark. Link: RAM – World Ocean Day Roundtable    

India’s market capitalisation has crosses $3 trillion reflecting enduring structural growth drivers. Link:  India – Beyond the 2nd Wave

Clarity AI, an ESG and Sustainability measurement tool for funds and securities has upgraded their Climate Solutions module, it is now powered with New Scope 3 Supply Chain Model for higher accuracy and coverage. Clarity AI helps build climate-resilient portfolios that improve your communication to clients and regulators. Learn more: clarity.ai/product

‘High yield often outperforms in improving economic environments, and carry contributes to returns even with range-bound spreads.’ Link:Security Selection within HY

Stratton Street: Amazon & Bloomberg’s Pret Index

‘Changing fiscal policies and COVID-related work environments may result in the increased elasticity of state and local taxes. Longer-term, this could have material impacts on underlying creditworthiness.’ Link: https://www.incomeresearch.com/voting-with-your-feet-possibly-more-true-today/

Clarity Ai’s ‘Controversies; module can help you further enhance your ESG analysis. Clarity Ai uses big data and machine learning to create sustainability and impact analysis for companies, funds, local governments- across almost 200 countries, in line with SFDR, EU taxonomy, TCFD and Mifid II regulations Learn more at: clarity.ai/product

Rockefeller Asset Management’s 2020 Sustainable Investing Annual Report is out. Snippet from the report, based on Morningstar research: “…in 2020, three out of four sustainable equity funds outperformed their Morningstar category average, and 25 of 26 ESG equity index funds beat their traditional benchmark counterparts.” Link: 2020 Sustainable Investing Annual Report – RAM

Link: https://www.incomeresearch.com/jigsaw-puzzles-legos-and-bond-portfolios/