Afsaneh Beschloss at CNBC’s Delivering Alpha
September 29, 2022
Customized investments to meet our partners' specific goals
December 02, 2022
Once again, markets got ahead of themselves this week, anticipating a Fed pivot that is not in sight. After closing out November in positive territory for the second month in a row, equities ended this week up nearly 1%. When the Fed meets in mid-December, quarterly economic projections are likely to show rates going higher and staying higher for longer than central bankers had predicted. Will markets be able to maintain some good cheer into the year-end holidays?
November 23, 2022
At COP26 last year in Glasgow, we saw big pledges – Net-Zero pledges from countries and companies; $130 trillion of private capital represented in the GFANZ coalition pledged to accelerate the de-carbonization of the economy. But that world, one of easily available capital and peace in Europe, no longer exists, and we have seen a resetting of expectations from many of the major players, both on the public and private side.