Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.
Price Makers, Share Gainers, and Compounding Machines—Osterweis
Defining a quality business is easier said than done. We have found that the highest quality businesses either consistently exercise pricing power while...
Don’t Look Now, But Bond Seasonality Is Turning Bullish—Guggenheim Investments
The summer months tend to deliver stronger-than-average returns for bonds.
A Successful Green New Deal Will Need Private Partners—Guggenheim Investments
A Green New Deal should not be viewed as a big government program, but as an opportunity to reinvent vast swaths of the U.S. economy while pursuing the ...
ESG Integration: Chasing Trends or Managing Risk?—BBH
In 2020, sustainable and ESG funds took in a record $51 billion of capital, continuing a strong trend of asset growth. We at BBH have not rushed to laun...