Investment in the art market, which has traditionally been limited to the ultra-wealthy, is now experiencing a shift in investor access and demand driven by securitization and technological improvements.
5 min read | August 2021
We introduce a novel AI-based technique for rating company ESG quality. Our method employs a unique Natural Language Processing (NLP) approach to analyse earnings call transcripts, uncovering ESG-relevant narratives and extracting ESG signals we can use to guide stock selection.
4 min read | August 2021
Key note presentations on 5 things you didn't know about ESG, the challenges facing post pandemic economies, the evolution of the sustainability mega-trend, and how pursuing ESG investments need not trash your portfolio.
2 min read | July 2021
As ESG investing gains momentum, we explore the factors that point toward this being more a genuine lasting shift than a short-lived fad
9 min read | July 2021
Biden’s $1.2 trillion infrastructure plan, what to expect?
38 min podcast | July 2021
Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.
2 min read | June 2021
Businesses must move from corporate social responsibility to being responsible social corporations.
5 min read | June 2021
William Dudley, former President and CEO of the Federal Reserve Bank of New York, was a keynote speaker at this year’s Nomura Investment Forum Asia.
3 min read | June 2021
Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework
Commodities and inflation are rising, how will they respond across the pond?
29 min podcast | June 2021
Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021
Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.
An overlay technique of consensus-ratings to improve the ESG quality of portfolios
Taking stock and looking ahead
4 min read | June 2021
