Mark K Bhasin

Outperformance from sustainable investing will likely need to arise from investing in companies that show improvement in financially material ESG factors.
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Book throws light on the good, the bad and the unknowns of sustainable investing

Practical examples and case studies provide a succinct summary of key issues in ESG financing

Financial advisers provide advice on asset allocation and portfolios, but so do robo advisers. Robo advisers cannot serve as wellbeing advisers, which is potentially a competitive advantage for financial advises.
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To stand out, financial advisers may evolve into advisers on clients’ well-being

Many of the traditional services of financial advisers are now generic in today’s context

Four pillars of investing, as espoused by the book by William Bernstein, are like the legs of a chair and serve as guiding principles for making good investment decisions.
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Book review: Four pillars to help you make better financial decisions

Book by William Bernstein sets out four building blocks of investing: theory, history, psychology and business

Author Paul Sheard writes that every generation leaves to the next generation a capital stock that is always bigger and better than what it received from the prior generation
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A useful read to help you understand how money works

IN HIS book, The Power of Money: How Governments and Banks Create Money and Help Us All Prosper, Paul Sheard, an Australian-American...

The bulk of stock ratings falls into the buy/hold cagegory; a sell recommendation is rarely seen, says author Martin Fridson.
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Book review: Exploring technology and regulation in finance

We should think creatively about how to design optimal regulations so that financial technology leads to a safer economy and more balanced...

ESG issues are no longer seen as 'soft' and outside the scope of considerations for a serious investor. Asset managers have a fiduciary duty to consider ESG factors as part of long-term drivers of value.
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Book review: Essential reading for investors in an ESG-driven, post-Covid world

ESG issues have become important for societies and critical for businesses

A protester on Robinhood's decision to impose trading limits on GameStop and other stocks in 2021.
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Book review: The revolution that wasn’t

Did small investors win during the GameStop short squeeze? No, argues author Spencer Jakab in his book