IR+M: Cross Asset Fixed Income Investing – Dislocations & Opportunities
Cross asset investing requires cross asset curve analysis. As curve dislocations occur, opportunities are created. Link: The roll is like the slide – the steeper the better
Cross asset investing requires cross asset curve analysis. As curve dislocations occur, opportunities are created. Link: The roll is like the slide – the steeper the better
Link: President Trump Tests Positive for Covid-19
Credit Suisse and Rockefeller Asset Management’s Ocean Engagement Fund raise $212 million; the fund seeks to achieve Impact through active engagement with companies that have growth potential. Link:https://www.agriinvestor.com/credit-suisse-and-rockefeller-ocean-fund-raises-212m/
Rockefeller Asset Management (RAM) believes that investors will increasingly differentiate between ESG Leaders and ESG Improvers – those firms showing the greatest improvement in their ESG footprint – and that the latter offers a greater potential for generating uncorrelated alpha over the long-term. In our paper “ESG Improvers: An Alpha Enhancing Factor”, we discuss our … Continued
‘Apple recently announced ambitious plans to not only become carbon neutral going forward for its corporate emissions globally, but also unveiled proposals …’ Link: Green Apple
Rockefeller Asset Management (RAM) contributed to Credit Suisse’s white paper, “Engaging for a Blue Economy”, to highlight ways investors can constructively engage with companies in the pursuit of improving ocean health and generating alpha. Learn more via the white paper here: Credit Suisse – Ocean Engagement White Paper
Link: https://citywireselector.com/news/credit-suisse-launches-ocean-engagement-fund-with-rockefeller-am/a1398269?re=77774&ea=789746&utm_source=BulkEmail_Global_Daily&utm_medium=BulkEmail_Global_Daily&utm_campaign=BulkEmail_Global_Daily
Hyde Park Investment is proud to be working with Income Research + Management. IR+M is privately owned, and specializes in US fixed income portfolios for institutional and private clients by providing custom solutions across the yield curve. Their investment philosophy is based on the belief that careful security selection, enhanced by a focus on ESG … Continued
“The interest of these cities and states to join our Testing Solutions Group reaffirms the growing recognition that testing remains the only way out of this pandemic,” said Dr. Rajiv J. Shah, President of The Rockefeller Foundation. “This bipartisan group of leaders demonstrates that the solution isn’t political; it’s about using data and basic public health … Continued
Link: https://runwaygrowth.com/insights/venture-debt-for-life-sciences-is-well-timed-as-healthcare-investments-soar/