Elizabeth Knight has a look today at impact investing and millennials:
Another unfortunate stockbroker collapse announcement in Halifax Investment Management leaving thousands of clients with over $200 million frozen while administrators review the damage and evaluate the return of capital (which may take months).
Via UBS:
Environmental, social and governance investing, also known as ESG is a common way for investors to look to add ethics to their portfolio. A recent CLSA report highlights that ESG ratings are more akin to snake oil than medicine. The ESG ratings might not do you too much harm, but don't mistake them ...
Only when the tide goes out do you discover who has been swimming naked.
EIA put out a timely reminder of the big picture for US oil. There has never been more proved reserves or production:
The Oxford Institute for Energy Studies has an in-depth piece out on the cost of LNG plants, looking in detail at the drop in LNG construction costs and how maintainable the falls are in construction costs:
Fifteen months ago we started investing money for clients with a vision to bridge the gap in investment solutions for everyday people looking for the middle ground between cookie-cutter robo-advice and high-cost financial planning.
Quantitative and statistical models are extremely useful in investing. But they are guides, not gospel.
The Wall Street Journal suggests that they may have:
This post is dedicated to all of the Nervous Investors out there: you know who you are. You want to start investing, or invest more, but are frozen by a myriad of concerns:
Investment markets are late in the economic cycle, the issue being that you never know when the end will come. However, there are some signs that it is not here yet for US equities at least - and there is the potential that US equities will hold the rest of the world out of the abyss for a little ...
The Hitchhikers Guide to the Galaxy has a galactic president:
Just a note to say that the annual tax statements are currently being calculated by Linear Asset Management and all current clients will be notified when available.
There is more from the Royal Commission grilling of National Australia Bank today, "Hopelessly Conflicted" is one term that I'm hoping will catch on: