Authored by: Chavon Sutton

Scarcity in an Age of Disruption: Five Sustainability Themes for Investors to Embrace

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We live in an age of extraordinary technological abundance, but the global economy is increasingly running short of some of the most fundamental components to function and thrive: reliable power, stable supply chains, skilled workers, clean water, and a predictable environment. However, there are opportunities for investors to embrace within these scarcities, and through a better understanding of existing exposures and intentional investing in solutions across asset classes, those that act now will be better positioned to add long-term resilience to portfolios.

A Social & Environmental Equity Investing Framework for Better Real-World Outcomes

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Investing can often feel like steering a ship through stormy seas, traversing risks seen and unseen. Adopting a more disciplined approach to investing for social and environmental equity can help investors minimize portfolio risk and maximize impact, even during flagging markets. In this paper, we review the momentum experienced in sustainable and impact investing and the historical relationship between global recessions and inequality. We then explain the rationale for staying the course during turbulent times, and introduce a framework designed to help investors produce better financial and impact outcomes in any market cycle.