In the 1967 film, The Graduate, Mr. McGuire (Walter Brook) famously said, "I want to say one word to you, just one. Are you listening? Plastics." And he correctly predicted the astonishing investment opportunities in the plastics industry. Today, chemicals—like those...
Sustainable Investing
Investing in a Changing Climate
Is climate change for real? The short answer is yes. According to Doug Sisterson, co-author with Seth B. Darling of How to Change Minds About Our Changing Climate..., about 98% of climate scientists believe that the Earth’s climate systems are changing due to...
ESG: A Material Information Advantage
Does your ESG integration program have an edge? If not, read on. Everyone knows that it’s difficult to produce alpha—an abnormal excess return over the market—due to skill rather than luck. And yet, by looking deeply, and at the right factors, one can find investment...
Five Hobbit Lessons for Sustainable Investing
In Devin Brown’s Hobbit Lessons: A Map for Life’s Unexpected Journeys, we learn five key lessons drawn from J.R.R. Tolkien’s timeless story The Hobbit. These lessons are well worth remembering and, in fact, may even help add meaning and value to your investment...