Monthly Archives: January 2024

[ad_1] The proxy voting system has taken on added importance amid growing interest in environmental, social, and governance (ESG) issues and how investors vote on related shareholder proposals. Institutional Shareholder Services (ISS) and Glass Lewis, in particular, provide critical guidance, and shareholders who want to vote their proxies depend on […]

[ad_1] Investors who want to target exposure to macroeconomic risks in their equity investments can enhance the robustness of those portfolios with a new strategy that delivers more consistent exposures to macroeconomic factors. That’s the critical takeaway of Graham and Dodd Award of Excellence-winning research from Mikheil Esakia and Felix […]

[ad_1] Mark J. Higgins, CFA, CFP, is the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future from Greenleaf Book Group Press. After World War II, the portfolios of US institutional investment plans began growing rapidly. As of 2021, the total assets held by US […]

[ad_1] Correlations between world stock markets began to increase in the 1970s. This trend endured for nearly a half century as globalization took hold and defined much of the era. But that all changed when COVID-19 broke out in earnest in February 2020. While tariff disputes had already disrupted supply chains […]

[ad_1] Each cycle in distressed debt investing is different. During the global financial crisis (GFC), many otherwise viable companies faced a liquidity crisis. Prior to that, as the tech bubble burst in the early aughts, Global Crossing, Nortel, and Lucent, among other firms, applied too much leverage and, in the […]