ESG and long-term themes
Improved battery technology is transforming industries from automotive manufacturers to utilities. For investors looking to align their portfolios with this long-term growth, exposure should be focused on the battery value chain but diversified across it.;
In the popular 90s video game Tomb Raider, Angelina Jolie’s alias Lara Croft traversed the world, opening chests and crypts and looking for different but complementary treasures. Multi-factor investing isn’t wildly different, but all that glitters is not gold…;
The falls in the share prices of several high profile technology stocks certainly caught the attention of momentum investors in the fourth quarter of 2018. But how should we view this in the context of history? And what would the late, great, Notorious B.I.G. have to say about it all?