How Magnifi is Simplifying Investment Diligence
It's not news that there is a proliferation of investment products available on the market today.
High Yield ESG Investors Seeing Outperformance
(August 2020)
High yield ESG bonds - almost sounds like an oxymoron. Companies in the high yield space are generally not known for their green policies, so the association may seem counterintuitive. However, as it turns out, using ESG screens on high yield portfolios leads to good returns, especially during the pandemic. During the worst of the pandemic meltdown in March and April, using ESG as a screen on high yield led to outperformance of benchmarks. The main reason why was that ESG screens naturally eliminated some of the biggest losers, such as energy companies and those with the very lowest credit ratings.
Goldman Warns a Real Correction Looms
(September 2020)
Some investors are worried that last week's mini-meltdown might be the start of something worse. Goldman Sachs is not helping anyone with those fears this morning. While the bank is actually bullish on stocks in the long haul, their announcement today offers cold comfort. Goldman says that if investors start to doubt the ultra-quick recovery that has been priced by the market, then a further 10% fall is a possibility as investors reassess the economy's growth trajectory.
Choosing Core Bond Funds for a Model Portfolio
For many investors‚ and even for those with years of experience‚ selecting the right bonds for your portfolio can feel like a daunting task. If that sounds like you, bond funds could be the answer.
How to Build a Balanced Portfolio
Whether you believe in buying and holding an asset for the long term, or you seek the thrill of huge returns, most investors go into the game with the same goal in mind: to minimize overt risk while maximizing potential profits.
Africa is Emerging Faster Than Many Realize
Paid attention to what's happening in Africa lately?
The continent has the fastest-growing youth population in the world, an urbanization rate that's "expected to drive over 50% of Africans to cities by 2050," and a rapidly formalizing economy, not to mention huge amounts of natural resources. These trends are driving and will continue to drive economic growth on the continent, according to The World Economic Forum.
Actively Managed ESG Funds Outperform Passive
(August 2020)
Those watching the ESG market over the last several months will have noticed an interesting trend has been outperforming benchmarks. Within that performance, though, is a little-known fact that investors may want to take into account: actively managed ESG funds are outperforming passive ones, according to the Financial Times. This success has come out not only in returns, but also in fund inflows, as actively managed ESG funds held 4 of the top 10 spots for overall ESG inflows. There are currently 315 available sustainable open-end funds and ETFs.
A New Approach to Investment Due Diligence
Due diligence is a critical part of successful investing. It has been a standard practice for the better part of the century since the concept was included as part of the Securities Act of 1933, placing enormous liability on those who offer securities.