ESGW News and Press, Columbia Sustainable Global Equity Income ETF Columbia ETF Trust I From 09/10/19

The markets closed last week in a bullish mood on the news that (stop me if you've heard this one before) the US and China will be back at the negotiating table in October. You don't say! Oh but this time we have schedules and a list of attendees so it is totally different. h/t @StockCats ...

Global tensions ratcheted down this past week which led to rallies in all financial markets, a slightly steeper yield curve, a decline in the dollar, and higher commodity prices except precious metals. Specifically, Hong Kong's government backed down on the extradition bill with Chinese appr...

Data Source: Bloomberg Mid-Cycle or Last Stop Before Recession? Source: istockphoto.com “Don’t trust everything you see… even salt looks like sugar.” - Anonymous Taking Inventory Of The Global Macro Landscape – What To Emphasize? From a se...

With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and, of course, a little extra market volatility here and there, it might seem strange for me to write about what is a somewhat obscure and long-term focused topic. But if ...

China is in the process of attempting to restructure its economy from a capital-intensive, investment-led model to a more Western-style, consumption-driven model, without the onset of a recession or crisis. This transition is made all the more difficult by the fact that the Chinese government ...

We are in a late cycle environment in which macro conditions are increasingly signaling deterioration, and this fact alone calls for nuanced portfolio construction. However, our macroeconomic analysis suggests that the economic softening so far has been largely offset by central banks around t...

By Ashwin Alankar The U.S. inflation rate has remained stubbornly low. Still, Ashwin Alankar, Head of Global Asset Allocation, says a combination of factors is helping set the stage for a potential inflationary shock. As concerns rise about a global economic slowdown, investors may be ...

The Chinese credit machine sputtered in July. Growth in Total Aggregate Financing dropped to $144 billion, almost 40% below consensus estimates. This was less than half of June's $320 billion increase and the slowest expansion since February. The sharp slowdown was beyond typical seasonality, ...

As we discussed in last week's blog "Race to the Bottom", traditional means of stimulating economic growth are no longer working and are, in fact, backfiring from their real intent. Governments need to move away from reliance on any additional monetary stimulus, which clearly is not working, a...

One of the consequences of globalization is that investors, analysts and companies can no longer stay focused on just their domestic markets, but have to also understand the risks and opportunities elsewhere in the world. When developed market companies first embarked on the journey of expandi...