Climate Risk Pricing Across Asset Classes: A New Paradigm for Asset Allocation As climate risk becomes more evident, its pricing is rapidly reshaping a wide range of asset classes, including real estate, corporate bonds, and… Read more »
The last several weeks have been very busy ones for us, and we apologize for being out of touch, but given the time since our last communication, we have several interesting things to share. Firstly,… Read more »
There are a wide range of potential economic consequences due to global warming, including its impact on unemployment rates. A December 2023 study from ScienceDirect noted that countries between 20 – 40 degrees latitude will likely experience… Read more »
Especially when considering climate, active management differs from passive investing in many ways. While both approaches can include negative screening and passive strategies, the active approach we take with our Climate UMA Solutions offers several… Read more »
Meeting the Markets Where They Are by Adam Bernstein, Impact Analyst Over the past few years, many people in the investing world have been talking about what is sometimes referred to as a transition economy…. Read more »
We strongly believe that the dramatic climate changes and increasing extreme weather events we are experiencing will greatly affect the financial markets and cause corporations and institutions to rethink their climate mitigation and adaptation strategies… Read more »
As most of you likely know, the U.S. Supreme Court recently overturned Chevron Deference, a decades long practice of federal courts deferring to federal agencies’ interpretations of ambiguous statutes. The implications of this decision may… Read more »
Each quarter, Gitterman Asset Management’s Investment team, led by our CEO, Jeff Gitterman, and ESG/Impact Analyst Adam Bernstein, produce a market outlook to address the latest macroeconomic trends and sustainability issues facing investors and advisory… Read more »
A.I. is likely going to increase productivity in a myriad of ways, and yet the International Monetary Fund (IMF) warns that it will also likely disrupt jobs and widen income inequality. At what speed this… Read more »
There is an enormous need for affordable housing in the United States. According to Jonathan Rose, CEO and founder of Jonathan Rose Companies, over 20 million U.S. families pay over 50% of their income for… Read more »