October 2024 · Unearthing Asia’s Hidden Gems

In this piece, Dan Kim shares some key takeaways from a recent exploratory trip to Japan and Korea.

September 2024 · Understanding the Source of Market Returns

In this piece, Scott Klimo, Chief Investment Officer and Portfolio Manager, discusses the nature of market returns over the past decade, as well as what the future may hold.

August 2024 · Renewable Energy: The Electric Grid, Storage Needs, and Energy Efficiency

This is Part Three of a three-part series about the transition to a low-carbon economy by way of electrification, one of the most important strategies for reducing global carbon emissions.

July 2024 · Renewable Energy: Supply and Demand in Constructing a Low-Carbon Economy

This is Part Two of a three-part series about the transition to a low-carbon economy by way of electrification, one of the most important strategies for reducing global carbon emissions.

June 2024 · Renewable Energy: Climate Change and the Global Electric System

This is Part One of a three-part series about the transition to a low-carbon economy by way of electrification, one of the most important strategies for reducing global carbon emissions.

March 2024 · GCC Sukuk: A Primer, 3rd Edition Summary

Most people are not familiar with the term sukuk, much less know of their similarities to conventional fixed-income bonds. Sukuk have coupon rates and stated maturities, and they are typically rated by major credit rating agencies.

February 2024 · The Case for International Equities

Following the Global Financial Crisis (GFC), European and Japanese equity markets have consistently underperformed the US. Since the onset of the coronavirus pandemic, this performance gap has widened to a historical high. As the dust settles and the global quantitative easing cycle comes to an end, it is important for investors to evaluate which markets offer the best relative value.

December 2023 · Evaluating Human Rights and Deforestation: The Challenges of Indirect Supply Chains

Investing in a global universe of stocks and bonds can present the investor with a challenging analysis as to the impact these holdings can have on the world’s most vulnerable ecosystems and people.

September 2023 · It’s a Wonder Drug! How Do We Pay For It?

On June 7, 2021, the US Food and Drug Administration (FDA) provided accelerated approval to Biogen’s Alzheimer’s drug Aduhelm. Biotech company Biogen developed Aduhelm to treat the presumed underlying cause of Alzheimer’s disease. Although accelerated approvals were designed for drugs still undergoing study if they addressed a critical unmet need, the approval of Aduhelm came as a shock.

February 2023 · Islamic Finance: What Can We Learn from the Other One Percent?

Recently, sustainability-related investment trends have come into the political spotlight, leading to heightened regulatory attention. As the financial industry tries to address these challenges, it may be timely to look to other financial frameworks. One such framework represents approximately 1% of global financial assets, and it could offer valued guidance for the ever evolving financial industry, particularly as it relates to the broad sustainability community: Islamic finance.