Viewpoints about ESG
-
The tailwinds of change: Three-minute macro
Inflation is showing signs of moderating, and if history is any indication, that could be a tailwind for equities. We’ve also got eyes on the timeline for a reopening in China, and on Americans’ excess savings, which aren’t excess for everyone.
Read more
-
Food scarcity, energy insecurity: assessing sovereign ESG risks from the Russia-Ukraine conflict
The central crisis of 2022 may not be found in inflation or interest rates, but in the conflict in Ukraine. We explore the commodity market impact and how this may up the ante on geopolitical and sovereign risks.
Read more -
Das economy: Three-minute macro
With a full-blown energy crisis, the outlook for Europe’s largest economy is dire, with many headwinds to face. Meanwhile, investors might not know it, but ESG factors are having major impacts on the global economy.
Read more
-
What is ESG investing?
The importance of ESG factors in investing has grown rapidly, leaving many onlookers playing catch-up. In this article, we’ll explain what ESG investing is and what it means for investors.
Read more
-
The road to net zero: Three-minute macro
COP26 has us thinking about the massive expense—but also the potentially larger economic benefits—of the transition to a green economy over the coming decades. Also top of mind is the continuing woes in global supply chains, while we’re also thinking that the Fed may have to change its tone (and its stance) in the coming months.
Read more
-
Continued economic disruption and why Manulife Private Wealth is turning towards ESG
It’s hard to believe summer is over and we are heading into another fall season. It seems time is moving rapidly, but the pandemic and its fallout continue to impact every facet of our lives and the economy.
Read more
-
Applying an environmental, social, and governance (ESG) lens to our macroeconomic and investment analysis
Watch our latest podcast and learn how sustainability issues could influence the way financial markets respond to traditional economic developments and data points.
Read more
-
Manulife Private Wealth’s ESG Charter – Our journey
The following provides an overview of Manulife Private Wealth’s approach to environmental, social, and governance (ESG) investing.
Read more
-
The Delta effect: Three-minute macro
The Delta variant of COVID-19 is certainly complicating the outlook for the global economy, and we’re keeping an eye on five ways that those complications may materialize. We also take an ESG lens on the gig economy and discuss the yield situation among emerging-market debt.
Read more
-
Go long on the Earth
William E. Peressini, CEO of HNRG, and Brian J. Kernohan, head of sustainability for private markets, explore the urgent warning posed by the COVID-19 pandemic of the consequences of failing to act on climate change. How can nature itself provide the solutions that are key to mitigating climate change?
Read more