Articles in - Month: July 2020

Gender Lens Equity Funds: The First Major Test

Amid the unfolding global pandemic and economic downturn, equities plunged during the first quarter. The S&P 500 Index returned -19.6% and the MSCI World Index posted three-month returns of -21.05%, as developed and emerging markets indexes were all down steeply....

Women and Trading: Currencies, Commodities, and Crypto

I will never forget my first time in a trading room. I wasn’t (yet) a trader, instead I was working in sales for Xerox in 1989, and my new assignment was to cover the major Canadian banks. I conducted a productivity analysis of document flow for the 300 people in the...

ESG at a Tipping Point

In the first installment of a series from the Index Industry Association (IIA), Dan Lefkovitz, Strategist for Morningstar Indexes, explores the surprising resilience of environmental, social, and governance (ESG) investing in 2020, citing passive investment trends and...

Stocks Turned Upside Down? The COVID-19 Beta Effect

The coronavirus pandemic has flipped the world over and with it the fundamental nature of stock price movements. Since equity markets hit their peak back on 20 February 2020, the underlying foundation of systematic risk in markets has somersaulted on its head. Stocks...