The War on Greenwashing: UK Stewardship Code "Successful Signatories" Has Broader Implications
Telegraph from European front in global war on greenwashing. U.K. names stewardship victors ("not greenwashers"). Many notable casualties. Anti...
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Genworth Financial – Big MI Print, Uncertainties Persist
*Poor Result Despite Mortgage Unit Gains: After the market close, Genworth Financial (GNW.US) [Genworth] reported 2Q20 adjusted earnings per share...
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Genworth Financial - AXA Settlement
*Uncertainty Increased: After the market close Genworth Financial (GNW.US) had announced that it had agreed to a settlement with AXA. Under the...
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Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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