Selected Reads

Smartkarma

Equity Bottom-Up

Weather plays an important role in agricultural productivity and adverse weather events due to climate change are going to increasingly impact agriculture. In this podcast, S&amp;P Global Commodity Insights reporters Shikha Singh and Mugunthan Kesavan speak to Dr. Cynthia Rosenzweig, Senior Research Scientist with NASA, and recipient of the 2022 World Food Prize Award on greenhouse emissions, rising temperatures and their impact on agriculture. James McMahon, CEO of The Climate Service at S&amp;P…

Introduction In late February of this year, S&amp;P Global (ticker: SPGI) closed on its acquisition of IHS Markit (ticker: INFO). This deal continues a long corporate evolution for the company which...<a target="_blank" href="https://www.valueinvestorsclub.com/idea/Sandamp%3BP_GLOBAL_INC/3649935697">Read the article on Value Investor Club »</a>

Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his published library - his seminal book, Investment Policy, and most recent work, The Index Revolution, discuss the case for indexing for most investors. Yet one of Charley’s most longstanding and passionate engagements proved the exception to the rule – his decade and a half of service on Yale University’s Investment Committee, including nine years…

Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most sought-after industry advisors worldwide. He also believes deeply in the paradox of skill and his latest book, The Index Revolution: Why Investors Should Join It Now, presents a compelling case for indexing for most investors.. Charley was an early guest on the show and we reconvened to talk through the full case of indexing for individuals and some of its constraints for…

Charley Ellis is one of the most highly regarded experts in the investment business. After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services consulting firm Greenwich Associates in 1972 to help institutions understand what their clients think of them. Over 50 years, Charley has worked hand in hand with nearly every major financial institution in the world and has published sixteen books on investing, including his most recent “The Index…

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S&P Global Inc. provides clients with financial information services. The Company offers information regarding ratings, benchmarks, and analytics in the global capital and commodity markets. S&P Global operates worldwide.

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