We are living in a more fragmented world and seeing trends that support inflation and interest rates at levels higher than in the past decade. CIO Ron G. Albahary,CFA explains why this is not necessarily a bad thing and potential implications for portfolios.
Shareholder voices continue to serve as a critical part of the movement encouraging companies to create meaningful change. This year saw another record number of resolutions filed, an increase for the fourth consecutive year, and an increasing percentage of environmental and social resolutions. And while support by some institutional investors faltered somewhat, many companies have shown a willingness to listen.
ESG risks and opportunities posed by climate change and supply chains, new carbon disclosure and VD diversity transparency requirements on the way in California, and more evidence that investors of all sizes are largely tuning out the anti-ESG noise.
The risk-reward tradeoff is now much more positive for bonds and credit-oriented investments than it has been in many years. Watch a 5-minute video recap of current market trends – what happened, what’s likely, and what we’re doing -- by David Baker, Senior Director, Investment Strategy and Communications at Laird Norton Wealth Management.
As the world becomes increasingly interconnected, dual citizenship can serve as both an insurance policy and a method of unlocking new opportunities.
Watch a 3-minute video recap of current market trends by David Baker, Senior Director, Investment Strategy and Communications at Laird Norton Wealth Management.
Since Wetherby Asset Management and Laird Norton Wealth Management joined forces in early 2022, our combined firm has undergone tremendous growth and change. At the same time, we are working hard to ensure that we honor the trust our clients have put in us by providing the deep expertise and personal connection they have come to expect.