Riding the ESG Wave by Investing in Water

Thematic products have become a critical part of the investing landscape by providing investors focused exposure to a sector or a group of companies in order to capitalize on a specific and timely trend. In that vein, today’s note highlights the global water sector. While so commonplace it is easy to overlook, the water industry could be an ESG-friendly investment opportunity with a solid outlook driven by expectations for rising global demand for water and a growing emphasis on managing water responsibly.

Read the full piece here.

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Thoughts From The Divide: Signs of Life

BY JON WEBB
For those of us who regularly follow the “wonksphere” on social media, it’s been hard to ignore the pushback against the doom and gloom that economic sentiment surveys have consistently reported. Commentators like Stancil and Sahm have bitterly complained about the disconnect between the public’s negative perceptions relative to the hard economic data, which is ostensibly pretty good. In this, they have been carrying water for policymakers like Lael Brainard, who have attempted to burnish the Administration’s economic achievements to push back against the negative perception of the economy. The most obvious of those achievements is the decline in inflation – see, we told you it was transitory! Read more →

Thoughts From the Divide: When The Facts Change

BY JON WEBB
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Thoughts From The Divide: Danger to Itself

BY JON WEBB
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