Investing in the environmental megatrend

11/12/21 • 34 min

Global environmental change is one of the strongest factors driving interest in sustainable investing. In this podcast, Dr. Sarah Cornell of Stockholm Resilience Centre and Gabriel Micheli, CFA, senior investment manager at Pictet Asset Management, discuss thematic and sustainable investing during a time of accelerating climate change. Listen to this episode to hear expert insight on how sustainable investing works in practice and how to incorporate it into portfolios.

Previous Episode

Is inflation here to stay?

The inflation rate has been running hot lately, and Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, discuss how supply chain delays and supply shortages are affecting the consumer price index (CPI). The strategists think inflation will remain elevated for the next couple quarters, but that supply and demand will ultimately come back into balance. They also share their top portfolio ideas now for the equity and fixed-income markets.

Next Episode

What P/E ratios are saying about stocks

Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join the podcast to address valuation worries and why overall market price-to-earnings (P/E) ratios have been steady due to strong earnings growth. The strategists also discuss what retail sales, jobs reports, and other indicators are saying about the health of the U.S. economy. Finally, they weigh in on what higher inflation means for investors and their outlook for lingering supply chain disruptions.