Ethical investing is not as easy as negative screening for weapons and tobacco. It's a sophisticated process across the spectrum of filters and assessment. What you need to know to recommend Responsible, Ethical investing to your clients.
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Risk assets broadly declined last week as economic data showed resilience and central banks pushed back against aggressive market pricing for rate cuts, puncturing investor hopes.
Despite a higher-than-expected rise in US CPI for December 2022, markets remained relatively unfazed over the implications for economic growth and monetary policy ahead.
After powering markets in 2023, big technology companies have seen a sharp selloff in early 2024, challenging the notion of their invincibility. This pullback has raised questions about whether liquidity trends and the Fed's market interactions have been a key driver of recent optimism, rather than just falling inflation and economic strength.
Update on the markets and the portfolios for the InvestSense flagship Portfolios for the September quarter 2023
Flyer on some of the companies that focus on corporate governance and benefits for employees in the Better World Portfolios
Flyer on the healthcare companies that are making a difference in the Better World portfolios