Every four years, as the US election rolls around, investors face the uphill task of interpreting the shifting political sands and how they might affect their portfolios. Here, Newton analyst Laura Sheehan considers the question of how a Trump or Biden win could change the outlook for the energy sector.
President Donald Trump’s withdrawal of the US from the United Nations’ Paris Agreement on climate change caused significant backlash for the world’s most powerful nation. Yet Newton Head of Responsible Investment Andrew Parry believes the country remains an extremely attractive base for renewables investment. Now, investors wonder what impact the upcoming presidential election might have on this growing market.
The Fed’s new long-run strategy departs fundamentally from its prevailing orthodoxy, so much so that it is hard to understand why “longer-run” remains in the title. Click here for access to the PDF.
Worldwide IT security spending continues to grow as businesses seek to avoid the reputational and other risks associated with increasingly sophisticated cyberattacks. Thorough analysis of a security’s ESG profile is critical in order to highlight potential cybersecurity risks as well as the mitigation steps a company may have taken.
Since Covid-19 changed the world as we know it, everything from campaigning to voting has materially changed. From voter registration—to the process of voting itself—traditional processes to pick a president have been upended in unprecedented new ways, according to Chris Lucas, director of government affairs at BNY Mellon.