Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
The returns of Impact Investing strategies range between competitive market returns and below market return, depending on the type of investments, the sector, size, geography, time horizon and approach. According to a 2020 GIIN' survey, the majority of impact investors target competitive market returns. Only a minority of these investors are willing to accept below-market returns in exchange for a positive social and/or environmental impact.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty