Stephen Dean, CFA

Given the outsized effects of climate change on women and families, #climatetechnology may be an avenue to better outcomes. Sector lead @Molly Breiner joins host @Thomas Mucha to break down the growing market and investment case for private climate tech. Listen to the full episode on YouTube: https://lnkd.in/eAcXzr-B #WellSaid

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“Climate-Related Financial Risk: How, When, And For Whom?” My answers: Slowly then rapidly, now and for the next decades or longer, and everyone. Impact weight all of your risk models. All of them. Do it now. https://lnkd.in/gME6M2ah

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Just released! This year’s Defined Contribution Consulting Study from PIMCO dives into the changing dynamics of the retirement market. Learn more about the factors shaping plan sponsor decisions and participant behaviors: retirement income, QDIAs, plan design and more. Available for download now: https://bit.ly/4egmrv1

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After April’s volatility, you won’t want to miss the latest Straight Talk. Join Brad Rutan and Equity Portfolio Manager Nevin Chitkara as they explore: - Current market environment - Importance of downside risk management - Understanding what you own bit.ly/3wkoflS.

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The short-sightedness of short-term, quarter-by-quarter, earnings focus is going to ultimately harm the very companies that have done little (or nothing) to combat this very existential threat. Skepticism is healthy, but the signs Al Gore warned about over 20 years ago are all around us, and the cost of mitigation rises with the damage we are seeing every day with our own eyes. Shareholders would be wise to hold their companies much more accountable, not just to save the planet, but to save their portfolios. #GreenInvesting #Climate

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I would like to discuss the issues on the TSE's March 31st disclosure document by TSE, "Measures to Achieve Management Conscious of Cost of Capital and Stock Prices."

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The 2024 Long-term strategic asset allocation report is now available. Let long-term strategic asset allocation help guide investment decisions.

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Private market regulations have been top of mind in the investment industry as of late. In a new report entitled Private Markets: Governance Issues Rise to the Fore, we surveyed CFA members globally to discern perceptions of private market governance in recent years. As it stands, 51% of respondents believe that private market problems aren’t significant, while 24% believe there are substantial problems and even market failures. On top of that, only 17% believe private markets function well. This report explores varying investor perceptions of private market regulations and provides recommendations for both investors and policy makers to move forward effectively. I encourage you to read the full report here: https://bit.ly/3yZBmtw #Investments #PrivateMarkets #Governance

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Another great piece of work from Bridgewater Associates - illustrating 100 years of market champions and their life cycle. Interesting 10 min read. Noteworthy: - Current cohort could continue to dominate for some time yet. - Demise almost always occurs within a decade. - Tracker funds fuelling concentration. - Equal weighted index more stable over very long time periods. - Over a third of a US-market-weighted portfolio is allocated to the current basket of champions, and in a world portfolio, this share ends up close to 20% - the highest in over 50 years.

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While the small, but fast-growing, AAA CLO ETF segment is garnering increased attention from retail investors seeking a combination of attractive yields and strong credit fundamentals, not all AAA CLO ETFs are the same. Find out why in #TheBondBlog.

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The persistent drumbeat among many investors for the equity market to broaden is no where to be seen. It indeed remains very selective favoring larger cap companies ideally with a combination of increasing total addressable market (TAM) and/or a growing market share.

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Tuesday, June 11 from 5-8pm at Clifton Larson Allen, One Grand Central Place at 60 East 42nd Street, Suite 5100 New York, NY. Discussion on new trends in ESG including the new SEC Climate Disclosure Rule, concerns about greenwashing and greenhushing, the role of net zero targets (can we really get there?) and the impact of EU reporting requirements on US businesses. The panel will discuss if ESG is here to stay or if a new era of responsible investing / corporate responsibility is taking hold. https://lnkd.in/g7_erNbE

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Please see our weekly update of market valuation. A large segment of the market is overvalued, but there is still a great opportunity to find value that's being ignored by performance chasers.

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The US presidential election is less than five months away. What are the implications of the candidates' policy proposals? How will the outcome of congressional races impact the legislative agenda in 2025? And what does it all mean for your investments? You can find out the answers to these questions and more in the below UBS #ElectionWatch 2024 report which covers the current state of the U.S. Presidential race as well as a scenario analysis including information on what we can expect going forward.

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Clients may be wary of municipal bonds. The tide, however, is starting to turn, offering an attractive opportunity. Megan Poplowski, Co-Head of Municipal Research, joins Brad and Jenine for a conversation on munis, exploring:   - Flows and potential advantages for first movers - Certainty of taxes - Compelling yields and fundamentals Watch the full conversation: bit.ly/3xrFMsC.

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Did you know that humans are using 1.7x more resources and services than our planet can replenish annually? This #EarthDay, we’re shining light on #SROI and how we utilize our proprietary investment process to identify companies that may thrive financially but also positively impact the environment. Watch our video for a deeper dive into the world of sustainable investing. Learn more about our proprietary research and investing process: https://lnkd.in/gc2NEHkT More on SROI: https://lnkd.in/gXzhVpKJ

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