Complexity and Its Discontents
Inflation will likely recede as the year progresses, although there may also be new cycles of supply challenges, as well as an overall economic slowdown due to higher interest rates.
A World in Energy Transition: Part 2
In part 2, we discuss how choices at institutional and individual levels affect the goal of transitioning energy consumption away from fossil fuels towards renewable energy.
A World in Energy Transition: Part 1
The development of fossil fuels over the past two centuries has led to significant progress in production and standards of living, but the negative impacts on our shared climate require new approaches and solutions.
A Financial Speed Bump for Sustainability
Geopolitical and financial instability is likely to reverberate for years, yet we also expect increased collaboration and progress on clean energy efforts.
A Dangerous Nostalgia
The shock waves of war emanating from Ukraine are real, and like past geopolitical events and natural disasters, they have both personal and financial impacts.
The Domino Effect
Recent social action has prompted corporate commitments for greater workplace equity. Investment managers will hold them accountable. This continued engagement will give investors confidence that their asset allocation choices make a difference.
The Employment Migration
Will the economy sustain growth if employment hasn’t fully recovered? The current wave of resignations and employment migration clouds the picture.
The Power of Disclosure
Impact Highlight Report
Disclosures help investors evaluate companies. Increasingly, investors are demanding more than just financials, they want insight into a companies environmental and social performance.
Inflation and All That Jazz
Should we consider the current inflation as temporary or real? There are real price increases impacting consumers today, but we're also unlikely to see the long-term inflation experienced in the 1970s.
From Idea to Reality
Response to our worsening climate crisis is complex and gradual. A chorus of voices from investors and consumers can accelerate the process for all stakeholders in the global ecosystem.
They Who Have The Gold
Diverse boards and diverse management teams - both in terms of gender and racial diversity - can anticipate a broader set of needs, and come up with more innovative solutions.
Using Capital to Create Opportunity
Impact Highlight Report
We highlight specific investments that address the historic lack of access to capital in housing and business funding via both loans and venture capital.
There and Back Again
To navigate the boundary between your portfolio and your needs in life, your choices and priorities should be front and center when deciding to buy, sell, and reallocate equities.
The Hemingway Law of Motion
Life is full of tipping points, and change isn’t always smooth and linear. Response to certain crises can take much longer to develop than expected, and when it does coalesce, change can occur faster than anticipated. Rapid change may be coming for the oil industry.
Growing Pains
We are now probably getting into the second act of the pandemic, and can’t yet see clearly the possible twists in the plot that will set us down in an entirely new landscape. Like a Shakespearean character, though, we continue to accommodate to circumstance.
Engaging with Social Justice
In 2020, our firm looked at the issues of justice, equality, diversity, and inclusion (JEDI) in our community, our industry, and our workplace. We asked ourselves, how do we better engage in issues of social justice?
Pedaling as Fast as We Can
Optimism in the markets is being driven by innovation, ultra-low interest rates, and the promise of financial and public health support from the government. Are we running ahead of reality?
New Solutions, New Challenges
Environmental concerns have led many people to embrace electric vehicles. Demand is driving innovation and widespread adoption is sparking growth in new industries, especially around the reuse and recycling of batteries.
Taking In The View
There is anxiety about the near future and how it will affect financial markets. It's important to remember that short term variation is usually reversed at some point, averaging out to create consistent longer term results.
Rest in Peace, Justice Ginsburg
Our founding partner, Kate Campbell King, reflects on the life of Justice Ruth Bader Ginsburg, the experience of understanding loss, and how we carry her legacy with us.