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Asset Management
2018-11-06_Active-ESG_teaser
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Sustainable Investing

Active approach meets ESG challenges head-on

Should investors looking for “sustainable stocks” go active or passive? Some market participants suggest the latter, proclaiming exchange-traded funds (ETFs) to be the future drivers of growth in sustainability investing. The problem with these passive, index-based vehicles is that they too often fail to distinguish between companies with the best ESG credentials and those that are just scraping by. Therefore, we believe an active approach is warranted.

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Quality Growth Boutique
2018-06-27_vp_brazil-truth_teaser
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Emerging Markets

Brazil: The Moment of Truth

Brazil has sold off as the market fears the country is in trouble. If the huge pension program is not reformed, it will add expense to a budget already in deficit – and reform has proven extremely difficult. On top of this, there will be a new President elected in October. The race is so open and full of new and anti-establishment candidates, there is a fear that reform may languish along with the country’s finances.

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