Omega Point Blog

Ripple Effects of the Infrastructure Bill

August 29, 2021

The buzz continued around the $1 trillion US infrastructure bill this week, as the bill faced unexpected rocky roads in the House. However, the House was able to clear a path for the bill and now targets a vote on Sept 27. Though there is still uncertainty around the bill’s final details, it feels clear that the focus on infrastructure spending, along with an emphasis on sustainability and...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Infrastructure Spending: How Much Juice for Clean Energy & the Grid?

August 22, 2021

Before we jump into this week's topic, I wanted to mention that my colleague and ace Factor Spotlight author, Alyx Flournoy, is featured in a just-released video from Qontigo that highlights its partnership with Omega Point. In addition, Alyx briefly demonstrates how to analyze a portfolio on the Omega Point platform using the new Axioma Global Macroeconomic Projection model, which quite...

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Kevin Wahlberg
Kevin Wahlberg

Clean Infrastructure through Industrials-Colored Glasses

April 11, 2021

The focus on improved US infrastructure has lingered at center stage this week, as the business and investment worlds continue to weigh in on the pros and cons of President Biden’s proposed $2 trillion American Jobs Plan. Though the plan has faced much criticism in Congress, there are still ambitious efforts underway to get a clean infrastructure bill passed by the end of the summer.

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

The New Frontier: Investments in Clean Infrastructure

April 04, 2021

This past week on March 31, the Biden Administration announced the American Jobs Plan, which proposes a $2 trillion plan to invest in US infrastructure. The plan highlights several areas of public investment designed to address the climate and racial inequities that have arisen in part due to an aging national infrastructure and lack of focus on research & development. If passed, the proposed...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Is there ESG Awareness in Alpha-Driven Stocks?

January 17, 2021

With the inauguration of the 46th US president just days away, there has never been a riper time for the fruit of socially responsible investing. President-Elect Biden has promised to directly address the environmental, social, and governance issues that are bound to plague society if left with no focused intervention.

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

The Hidden Election Candidate: ESG

October 25, 2020
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Alyx Flournoy, CFA
Alyx Flournoy, CFA

How has Socially-Responsible Investing Performed in 2020?

June 28, 2020
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Chris Martin
Chris Martin

Investing in Employee Diversity and Rights

June 21, 2020

Last week we had focused on analyzing the ‘Human Rights’ factor and found that companies scoring high on this measure had performed well historically but also offered investors positive exposure to similarly important ESG factors, most notably 'Diversity & Rights'.

This week we shift our attention to this 'Diversity & Rights' factor using the potent ESG datasets from our partners at OWL...

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Chris Martin
Chris Martin

Investing in Human Rights

June 14, 2020

 

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Omer Cedar
Omer Cedar

Impacting Change Through Socially Responsible Investing

June 07, 2020
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Omer Cedar
Omer Cedar