Description
Over the past few years, an emerging framework has become a main stream investment theme. The theme is ESG and it stands for Environmental, Social and Governance. These non-financial factors are becoming a more significant part of every investors decision making process. In today’s ‘Insights into Wealth’ podcast, BULLWEALTH’s CIO, Peter Klein, dives into how ESG came to the forefront and what is next as investors consider the importance of this framework to investing around the globe. Joining Peter is Claude Robillard, Founder and Principal of 43 North Group, a consulting firm focused on alternative asset classes and ESG investing. Both Peter and Claude explore the fundamentals of ESG and its overall importance for global investors.
Kevin Van Dyk, Managing Director at BULLWEALTH, engages Dr. Ian Mortimer, co-Portfolio Manager of the Guinness Global Equity Income Portfolio to discussed Guinness’ investment philosophy, process, and strategy, highlighting the team’s focus on identifying companies that have consistently grown...
Published 11/11/24
Randy Gunn, BULLWEALTH’s Vice President & Portfolio Manager, speaks with Jordan Matters, a Partner at Leyland & Matters Private Client Insurance Advisors. Jordan and his team advise successful business owners and entrepreneurs and high net worth families in helping them to protect and...
Published 09/27/24