Taking human judgement out of equity portfolios can help investors stay ahead of market reversals.
Jens Peers explains how divestment from conventional resources and business models, must also be accompanied with strategies for investment into sustainable solutions for the future.
The Schumpeterian concept of Creative Destruction is alive and well and the waves of innovation are becoming both faster and more violent, especially those backed by large-scale social movements such as climate change.
In 1983, the S&P 500® hit an all-time high of 166. Anyone who said then “I’m too smart to buy into the market near an all-time high – I’ll wait for it to fall 10%” – is still waiting. It never fell 10%.