Category: State Street
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PUTTING COMPANIES IN THE DRIVER’S SEAT TO ENHANCE ESG REPORTING
ESG. It’s one of the fastest growing areas of investment today. Representing 1-in-4 of every dollar that is professionally managed, sustainable investing is being integrated into portfolios at 17% each year.1 And yet, for all the investor interest and excitement around ESG, companies struggle to understand what information to report, how to report it, and the…
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Where are the women?
Rakhi Kumar- Head of ESG Investments and Asset Stewardship In honor of International Woman’s Day, State Street Global Advisors Head of ESG Investments and Asset Stewardship Rakhi Kumar addressed the Organization for Economic Co-operation and Development in Paris, and called on companies to disclose gender data across their entire businesses to build more diverse leadership…
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CAUTIOUS ON EMERGING MARKETS UNTIL FUNDAMENTALS PICK UP
Emerging markets (EMs) have had a better start to the year following a dismal 2018 marred by the US-China trade dispute, a stronger US dollar, a hiking Federal Reserve (Fed) and slower growth exacerbated by deleveraging. However, it remains to be seen whether the factors behind the rebound are transitory or herald the start of…
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PENT-UP US DEMAND COULD REVERSE FED COURSE AGAIN
Markets may be more sensitive to negative headlines and global macroeconomic forces as we approach the end of the cycle, but we believe there is still pent-up demand in the US economy that could be unleashed by a lasting resolution of the US-China trade conflict. If this happens, it could reinvigorate confidence, fixed investment, and…
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DESPITE WEAK CONFIDENCE, STILL POSITIVE ON US AMID FED PAUSE
Despite a more dovish stance from the Fed this week and weaker consumer confidence data, we see plenty of reasons behind the headlines to be optimistic about the US economy. The first example of more positive indicators being unduly obscured by a focus on negative news is the latest Consumer Confidence Index data from the…
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