The IRF Podcast is joined by François Boutin-Dufresne of Sustainable Market Strategies to discuss his views on how ESG investing can result in a logical and dependable increase in alpha generation.
----more----François founded Sustainable Market Strategies in May 2018 and worked previously as a Global Macro Research Strategist for Pavilion Global Markets and as an Economist for the International Monetary Fund amongst other roles.
"The US Economy After The Great Interruption" David Ranson, HCWE & Co.
"Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives
"Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook
"The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital
"Do Markets Face a Potential 'Minsky' Moment Collapse?" Ron William, RW Advisory
"Biden, Brexit and the Pandemic in 2021 & 2022" Helen Thomas, Blonde Money
IRF Update 2021 Q1
"Video Gaming Sector: Highlights of 2020 and Thoughts on 2021" Eric Kress, Gossamer Consulting Group
"If There is a Year to Be Long Risk, it is 2021!" Dominique Dwor-Frecaut, Dwor-Frecaut Macro
"US Politics and Economics in 2021: The Establishment Strikes Back" Brian Pellegrini, Intertemporal Economics
"The Big Liquidity Story" Michael Howell, CrossBorder Capital
"China's Development Plans for 2021-2035" Charles Hess, Inferential Focus
"The Existential Threat Facing the European Union in 2021 and 2022" Brunello Rosa, Rosa & Roubini Associates
"The Outlook for Inflation: The Impact of Regime Change" Peter Warburton, Economic Perspectives
"The US Economy: Advancing without Effective Monetary or Fiscal Policy" David Ranson, HCWE
"The Five Phases of Empire" David Murrin, Global Forecaster
"China's Plan for the Next 5 Years" William Hess, PRC Macro
"The Outlook from Washington - Biden or Trump? The Policy Implications" James Lucier, Capital Alpha Partners
"Rising Long-term Bond Yields and Their Portfolio Implications" Michael Belkin, The Belkin Report
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