7 min readCash investors looking to incorporate ESG face an interesting dilemma: Can you invest in oil majors while claiming to be an ESG investor? The answer may surprise you. Part 1: A Recent History of Energy The prominence of ESG investing has increased significantly in recent years, and nowhere has its impact been felt more than…
7 min readRevisiting Big Tech’s Legal and Regulatory Challenges Through an era of unprecedented volatility, driven by a pandemic, war, and bank failures, Big Tech legislation has remained a constant. Almost two years ago, we published our blog Antitrust Anxiety: The Long Road to Big Tech Reform that explored lawsuits against Big Tech, pending legislation, and some…
5 min readHow China’s reopening may have implications on the global economy and credit markets The last domino is falling. Nearly three years ago, the world shut down in response to the COVID-19 outbreak, causing a massive slowdown in consumer spending and major disruptions to supply chains. Since then, as people have logged off Zoom and emerged…
7 min readHow Russia’s halt on the Nord Stream 1 pipeline may lead to energy shortages in Europe Co-authored by: Matthew Paniati As the US economy faces high inflation, slowing growth, and aggressive monetary policy, another macroeconomic threat has presented itself overseas. On August 31st, 2022, Russian-controlled Gazprom PJSC announced an indefinite halt on natural gas flows…
6 min readIn the past twelve months, inflation has slowly become one of the greatest issues challenging the global economy. As the Fed has responded with the most aggressive interest rate increases in decades, treasury professionals have an opportunity for higher return potential on their cash investments. However, they need to be aware of the impact inflation…
6 min readIt’s no secret that tech giants enjoy healthy profits, but less well known is just how much cash these cash cows have. At the end of 2021, Big Tech (Apple, Alphabet Inc., Amazon, Microsoft, and Meta) held a combined $476.7 billion of cash, cash equivalents, and marketable securities. To put that into perspective, this is…