Podcasts about msci acwi

Krisen wirken sich immer auf Börsenindizes aus – jedoch in unterschiedlichem Ausmaß. In Teil 1 dieser Folge sprechen wir mit Nicolas Werbach über die Entwicklung bedeutender Indizes wie den MSCI World, MSCI ACWI, MSCI Emerging Markets, S&P 500, MSCI Europe und MSCI Japan. Gemeinsam analysieren wir, wie sich diese Indizes in historischen Krisenszenarien verhalten haben – mit besonderem Fokus auf Rendite, Chancen-Risiko-Verhältnis und maximalen Drawdown. Außerdem geben wir konkrete Tipps, wie sich ein Portfolio möglichst krisenfest aufstellen lässt. ++++++++ Der Portfolio Tracker von extraETF ist da. Unser neues Tracking-Tool ist einfach zu bedienen und hat genau die Funktionen, die du wirklich brauchst. Portfolioanalyse, Dividendenplanung, vollständige Holdings-Analyse: Der Portfolio Tracker kann alles. Überzeuge dich selbst. Jetzt testen! https://go.extraetf.com/portfolio-tracker ++++++++

＜ヘッドライン＞米トランプ政権、イランの核開発阻止狙うイスラエルの要請受け核施設への大規模空爆に踏み切る　イスラエルとイラン、米国の強い働きかけ受け停戦合意　トランプ大統領「来週、イランと核協議を行う」　米国防総省、空爆は「イランの核開発を数ヶ月遅らせただけ」／NATO首脳会議、加盟国の国防費・関連投資への支出を2035年までにGDP比5%とする新しい目標を決定　トランプ米大統領「ウクライナが求める地対空ミサイル・パトリオットの追加供与を検討する」／米トランプ政権、白物家電を鉄鋼・アルミの「派生製品」と位置づけ含有量に応じて50%の関税　「分野」の範囲が曖昧になり徴収対象の品目が野放図に拡大する恐れ　赤沢経済財政・再生大臣「期限を切って交渉しないが、7月9日を念頭に置きながら交渉していく」／世界株指数MSCI ACWI、4カ月ぶり最高値更新　トランプ関税による不況シナリオ後退・米利下げ観測の高まりから成長期待強い米AI関連銘柄にマネーが再流入　日経平均も５ヶ月ぶり4万円大台回復／パウエル米FRB議長「６月のインフレ率から学び、7月の数値も確認する。夏になるに従ってわかるはずだ」　連邦議会で関税引き上げが物価に与える影響について証言、FRB内の一部で浮上した「7月利下げ論」に距離を置く姿勢示す／米6月消費者信頼感指数、前月比5.4ポイント低下の93.0と2カ月ぶり低水準／上海外為市場、幅広い通貨に対して人民元安　人民元の総合的な価値示す指数、4年半ぶり低水準　中国、人民元安誘導で東南アジアなどへの輸出競争力強化狙う　トランプ政権の関税政策で対米輸出は減少／日経独自調査「合成麻薬・フェンタニルをアメリカに不正輸出する中国組織が日本に拠点をつくっていた疑いが判明」「中心人物が名古屋市に法人を登記、少なくとも2024年7月まで日本から危険薬物の集配送や資金管理を指示していた模様」／米アップル「iPhone」へのマイナカード機能の搭載が始まる　マイナカードを持ち歩かなくても住民票写しや印鑑証明をコンビニ店舗で取得　米グーグル基本ソフト「アンドロイド」搭載端末では既に導入、国内スマホ出荷台数5割のiPhoneでの導入で利用者の拡大期待 ＜ポイント＞　（１） 世界株の最高値更新をこう見る（２） 中東情勢、今後の注目点（３） 相互関税猶予期限迫る対米関税交渉について ＜ここ／これを見てきた＞映画「国宝」

เอกสารจาก BofA Global Research ฉบับนี้สรุป กลยุทธ์ "Best of Breed" (BoB) ซึ่งเป็นวิธีการคัดกรองหุ้นคุณภาพสูงจากบริษัทในกว่า 77 ประเทศทั่วโลก โดย BoB มุ่งเน้นบริษัทที่มี การเติบโตของรายได้ที่แข็งแกร่ง มี การบริหารจัดการที่ดี งบดุลที่แข็งแกร่ง และ ศักยภาพในการขยายอัตรากำไร เอกสารนี้ชี้ให้เห็นว่า BoB มีผลประกอบการที่ดีกว่าดัชนี MSCI ACWI อย่างมีนัยสำคัญนับตั้งแต่เริ่มต้นในปี 2010 และคาดการณ์ว่าจะ ให้ความสำคัญกับหุ้นในสหรัฐฯ และกลุ่มเทคโนโลยี ในไตรมาสที่ 3 ปี 2025 อย่างไรก็ตาม เอกสารยังเตือนถึง ความเสี่ยงจากการกระจุกตัวของพอร์ตโฟลิโอ ในหุ้นกลุ่มเทคโนโลยีและในตลาดสหรัฐฯ ซึ่งอาจทำให้มีผลประกอบการต่ำกว่าตลาดในกรณีที่เกิดภาวะเศรษฐกิจชะลอตัว

MSCI vs FTSE, World vs All-World… ¿Cuál es el ETF DEFINITIVO? Os cuento la clave para invertir en el mejor.

Es muss  kein MSCI World sein  Am populärsten sind ETFs bzw. ETF-Sparpläne, die entsprechend der Zusammensetzung des Leitindex MSCI World veranlagen . Der bildet 1500 verschiedene, große Konzerne ab und reduziert durch die breite Streuung dasTotalverlust-Risiko.Ihr müsst aber nicht unbedingt ein ETF auf den MSCI World wählen. Es gibt unzählige ebenso breit gestreute Anlagealternativen. Wichtig ist nur, dass ihr vor Kauf von ETF-Anteilen bzw. Einrichten eines konkreten Sparplans Euch genau erkundigt, worin ihr investiert. Denn Fonds- bzw. Indexnamen könnentrügen, so auch der MSCI World. Denn er investiert tatsächlich gar nicht weltweit. Die 1500 im Index enthaltenen Aktien stammen in Wahrheit „nur“  aus 23 Industriestaaten. Wer in die ganz Welt investieren möchte, ja der kann beispielsweise in den MSCI All Country World oder MSCI ACWI mittels eines ETFs veranlagen, der zusätzlich noch in Aktien aus 24 Entwicklungsstaaten insgesamt in 2647 Titel investiert. Noch mehr Aktien gefällig? Dann könnt ihr einen ETF auf den FTSE World wählen, der 4500 Aktien aus 49 Staaten abbildet. Oder ihr kauft Anteile an einem breit gestreuten ETF, der nur in solide Dividendenaktien investiert, die einen Teil ihres Gewinns Jahr für Jahr an Dich als Aktionär ausschütten.Aber bleiben wir bei beliebten MSCI World: Hier bis Du nicht in alle 1500 Aktien zu gleichen Teilen investiert. Aktien, die an der Börse mehr wert sind holst Du Dir auch stärker ins Portfolio. Du musst wissen, dass mit einem ETF auf den MSCI World knapp ein Viertel Deines investierten Geldes inneun Aktien steckt: Apple, Nvidea, Microsoft, Amazon, Meta, Alphabet, Broadcom, Tesla, JP Morgan. Und dass von Deinem veranlagten Vermögen rund ein Viertel in Tech-Werten, knapp 17 Prozent in Finanzwerten steckt und 73 Prozent in den USA investiert sind.Der MSCI World im Detail: https://www.msci.com/documents/10199/178e6643-6ae6-47b9-82be-e1fc565ededbWenn Dir das zu USA-lastig ist, kannst Du ja die Hälfte Deiner montatlichen Sparrate in einen ETF auf deneuropäischen EuroStoxx 600 stecken.  Es gibt alleine 153 verschiedene ETF auf den MSCI-World. Wie man hier vorselektieren kann und worauf es letztlich ankommt, dazu mehr in der nächsten Podcast-Folge der Börsenminute. Happy Investing wünscht Euch Julia Kistner,  die sich freuen würde, wenn ihr die Börsenminute liked, abonniert und weiterempfiehlt und vor allem nächsten Samstag wieder einschaltet. Musik- & Soundrechte:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Risikohinweis: Dies sind weder Anlage- noch Rechtsempfehlungen. #Wertpapiere #Index #ETF #MSCI #Vermögen #anlegen #podcast 

The Low-Carbon Stocks for Sustainable Investors includes Corporate Knights company rankings (by sustainable revenues), top natural food stocks, and more! By Ron Robins, MBA Transcript & Links, Episode 149, March 7, 2025 Hello, Ron Robins here. Welcome to my podcast episode 149, published March 7, 2025, titled “The Low-Carbon Stocks for Sustainable Investors.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- The Low-Carbon Stocks for Sustainable Investors (1) I'm beginning this podcast with my just-released annual favorite sustainable company ranking: Corporate Knights 2025 Clean200 List. Here are some quotes from an article by CK staff introducing the 2025 ranking. “California-based shareholder advocates As You Sow and Corporate Knights (Canada) today released the new cohort of the Carbon Clean200, a global list of 200 publicly traded companies leading the sustainable clean energy economy… It shows sustainable companies on path to dominate global economy. Key findings include: The top 10 companies on the list by revenue include Apple (AAPL), Contemporary Amperex Technology (300750.SZ), Microsoft (MSFT), Tesla (TSLA), Taiwan Semiconductor Manufacturing Co. (TSM) and Volkswagen (VOW3.DE). Thirty-five countries are represented in the Clean200, including the United States (41), China (21), Japan (18), Germany (14), and France and Canada (11 each). Clean200 companies earned more than $2.5 trillion in sustainable revenue in 2023 (the most recent year for which full-year results are available). Clean200 companies generated a total return of 190.9% on a sustainable-revenue-weighted basis, outperforming the MSCI ACWI index (162.0%) and the MSCI ACWI/Energy Index of fossil fuel companies (76.7%) on Total Return Gross – USD Basis from the Clean200 inception of July 1, 2016, to January 29, 2025. $10,000 invested in the Clean200 on July 1, 2016, would have grown to $29,090 by January 29, 2025, versus $17,670 for the MSCI ACWI/Energy benchmark for fossil fuel. The industrial sector accounts for 52 companies on the list, followed by information technology (32), and consumer discretionary and materials (29 each). IT companies had the highest total sustainable revenue, a cumulative total of more than US$687 billion. Background ‘It is telling that clean energy stocks generated more than double the returns of fossil fuel stocks since 2016, despite political headwinds, underlining that stock markets care more about economic materiality of the parabolic growth in clean energy than the political leanings of the day,' says Toby Heaps, CEO of Corporate Knights and co-author of the report. The Clean200 utilizes the Corporate Knights Sustainable Revenue database, which tracks the percentage of revenue companies earn from sustainable economy themes ranging from green power to electric vehicles to plant protein and smart buildings. The list excludes companies that are flagged on Corporate Knights' list of ‘red flag' companies and As You Sow's Invest Your Values suite of mutual-fund transparency tools that identify companies involved in fossil fuels, deforestation, the prison industrial complex, weapons and tobacco, as well as the exclusionary screens that form part of the Corporate Knights Global 100 methodology.” End quotes. ------------------------------------------------------------- The Low-Carbon Stocks for Sustainable Investors (2) The next article is about a sector that appeals to many ethical and sustainable investors. However, few invest in it directly. The article is titled 3 Natural Foods Stocks Positioned for Success in 2025. It's by Sumit Singh and is on zacks.com. Here are some quotes from the article. “Companies like The Hain Celestial Group, Inc. (HAIN) and Vital Farms, Inc. (VITL) are responding to the rising demand for organic, clean-label and ethically sourced foods… However, this article focuses on these 3 Natural Foods Stocks to Watch. Quote. 1. United Natural Foods, Inc. (UNFI) stands as a prominent player in the natural foods sector, serving as one of the largest distributors of organic and natural products in North America. Through its extensive network, United Natural Foods supplies a vast array of products, including fresh produce, pantry staples, dairy alternatives and plant-based foods. With its diverse portfolio, the company caters to both retail giants and independent natural food stores… This Zacks Rank #2 (Buy) company is increasingly focusing on innovation and sustainability within the natural foods space. The company has committed to enhancing its supply-chain practices, reducing waste and supporting regenerative agriculture initiatives. United Natural Foods is also working closely with suppliers to accelerate food innovation. Through its supplier go-to-market program, the company has simplified the process of bringing new natural and organic products to store shelves. This initiative has enabled suppliers to reintroduce thousands of SKUs that were previously discontinued, expanding consumer access to diverse and healthier food options. 2. Sprouts Farmers Market, Inc. (SFM) has been at the forefront of the natural and organic food movement, catering to health-conscious consumers seeking fresh, high-quality and ethically sourced products. The company's commitment to fresh, organic and attribute-driven products sets it apart. With nearly 46% of total produce sales now coming from organic products, Sprouts Farmers Market continues to expand its assortment, ensuring accessibility to high-quality, responsibly sourced food… This Zacks Rank #2 (Buy) company continues to strengthen its connection with customers through tailored marketing and engagement efforts, such as social media campaigns and in-store discovery events like Sprouts Brand Discovery Days. These initiatives showcase the company's differentiated offerings while attracting a younger demographic and increasing foot traffic. 3. Beyond Meat, Inc. (BYND) is transforming plant-based food by using cleaner, healthier ingredients. The company's latest Beyond 4 products, including the Beyond Burger and Beyond Beef, are made from a blend of yellow peas, brown rice, red lentils and fava beans. These ingredients provide 21 grams of protein per serving while cutting saturated fat by 75% compared to traditional beef burgers, thanks to the use of avocado oil. This commitment to nutrition has earned recognition from the American Diabetes Association and the American Heart Association, reinforcing Beyond Meat's focus on making plant-based options both tasty and healthy… This Zacks Rank #3 (Hold) company's commitment to food innovation extends beyond retail into food service partnerships. The reintroduction of Beyond The Original Orange Chicken at Panda Express and the expansion of Beyond Nuggets at McDonald's locations in Europe underscore its ability to integrate healthier, plant-based options into mainstream dining. At the same time, Beyond Meat is working to educate consumers on its clean-label approach, challenging misconceptions about plant-based food processing.” End quotes. ------------------------------------------------------------- The Low-Carbon Stocks for Sustainable Investors (3) This next article is by an analyst who frequently appears on this podcast: Matt DiLallo. He is also writing about one of his favourite stock picks. His article is titled This Infrastructure Stock Could Be the Best Investment of the Decade. It can be seen on fool.com. Now, here are some quotes by Mr. DiLallo on his recommendation. “Brookfield Infrastructure (BIPC) (BIP) has an embarrassment of riches. The leading global infrastructure company is capitalizing on not one but three massive global megatrends: decarbonization, deglobalization, and digitalization. Those catalysts help drive the company's view that the world needs to invest an astounding $100 trillion over the next 15 years to maintain, upgrade, and build infrastructure. Given its leadership in the sector, it could be one of the best investments over the next decade as it capitalizes on massive opportunities to invest in infrastructure. Multiple growth drivers Brookfield Infrastructure believes that a trio of organic drivers will grow its funds from operations (FFO) by 6% to 9% per share each year. They are: Inflation indexation: Brookfield's infrastructure businesses produce very stable cash flow backed by long-term contracts and government-regulated rate structures, many of which link rates to inflation. Those escalators should boost its funds from operations per share by 3% to 4% per year. GDP growth Reinvested cash flow: Brookfield pays out 60% to 70% of its stable cash flows via dividends. It retains the rest to fund high-return organic expansion projects, which should drive another 2%-3% (in) annual funds from operations per-share growth… A trio of value enhancers Brookfield Infrastructure's megatrend-powered catalysts position it to grow its earnings at a more than 10% annual rate for many years to come. On top of that, it pays a more than 4%-yielding dividend that should continue growing at a healthy rate. Those factors alone position the company to deliver total returns of around 15% per year. Meanwhile, there's additional upside potential from an expansion in its valuation multiple. This high total return potential could make Brookfield one of the best investments over the next decade, especially when factoring in its much lower risk profile.” End quotes. ------------------------------------------------------------- The Low-Carbon Stocks for Sustainable Investors (4) Now, my final article is by another analyst on fool.com. Her name is Robin Hartill, and the article is titled How to Buy Constellation Energy Stock (CEG). Here's some of what Ms. Hartill says of her pick. “Constellation Energy (CEG) is the largest provider of carbon-free energy in the U.S., supplying about 10% of the nation's zero-carbon electricity. The Baltimore-based company's nuclear, hydro, wind, and solar generation facilities power about 16 million homes in the U.S. The company was established in 1999 as a part of Constellation Energy Group but later merged with Exelon Group (EXC) in 2012. Constellation Energy then spun off to become its own publicly traded company in 2022, focusing primarily on nuclear and renewable energy. In January 2025, Constellation Energy announced plans to acquire Calpine, a privately held company that's the leading generator of electricity from natural gas and geothermal resources in the U.S., for a net purchase price of $26.6 billion. The merger will create the largest provider of clean energy in the U.S. Last year, the company also made headlines when it inked a deal with Microsoft (MSFT) to restart a Three Mile Island nuclear power plant and power its artificial intelligence (AI) data center. If you want to invest in the transition to clean energy, buying Constellation Energy stock could be a smart move… Is Constellation Energy stock profitable? Constellation Energy stock is profitable. The company reported generally accepted accounting principles (GAAP) net income of $11.89 per share and adjusted operating earnings of $8.67 per share for fiscal 2024, easily beating the top end of its twice-revised guidance range of $8 to $8.40 per share. In the fourth quarter of 2024, it posted adjusted earnings per share of $2.44, well above the analyst consensus of $2.19. The company's Q4 and full-year earnings report contained several other pieces of good news for investors. Constellation Energy said it completed $1 billion worth of share repurchases in 2024 and grew its dividend by 25%. It also received a credit ratings upgrade from Moody's, which could make it cheaper for the company to borrow money for projects that will power its growth. Constellation Energy pays annual dividends of $1.41, which works out to a dividend yield of 0.44% based on its share price as of mid-February 2025. That may not be the kind of dividend yield that excites income investors, considering that many utility stocks have yields well north of 3%. But the stock could be worth snatching up if you're looking for dividend growth. Since becoming its own publicly traded company in 2022, Constellation Energy has increased its dividend every year. The company said in its 2024 annual report that it expects to hike its dividend by another 10% in 2025.” End quotes. ------------------------------------------------------------- Additional article links 1. Title: Lenovo Honored With Prestigious Corporate Governance on 3blmedia.com. By press release. 2. Title: TOV ETF: A Unique Blend Of Financial Growth And Ethical Investing on pradeshtak.com. By Ankit puri. One article from the UK Title: Two funds for investing in ‘most attractive' developed market on .ii.co.uk. By Morningstar. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast. Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on March 21st. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Ich möchte Euch konkret mit einem breit gestreuten Weltaktien-ETF zu Investieren motivieren, den ich persönlich als erstes Wertpapier in mein Portfolio legen würde.Von Weltaktien-ETFs stehen allerdings jede Menge zurAuswahl. Zum einen gibt es die verschiedensten Fondsgesellschaften, die ETFsanbieten. Du kannst etwa wählen zwischen dem US-amerikanischen ETF-PionierVanguard, Amundi, Invesco, der BlackRock-Tochter ishares bis hin zu xtrackers, dassind die Indexfolger der Deutschen Bank-Tochter DWS. Sie verlangen für Ihre ETFsunterschiedliche jährliche Gebühren. Die kann man an der Gesamtkostenquote TER,sprich Total Expense Ratio ablesen. Sie gibt die Kosten an, die jährlichanfallen, angegeben in Prozent des Fondsvermögens. Je geringer die TER, destogünstiger der ETF. Für den Gewinn entscheidend ist aber vor allem die Wahl desaus globalen Aktien zusammengesetzten Index, in den Dein ETF investieren, sprichden er nachbauen soll. Da kommen bei Weltaktien insbesondere folgende drei inFrage: Der MSCI World , der MSCI All country World, sprich MSCI ACWI und derFTSE All World-Indext.MSCI und FTSE stehen übrigens  für die Unternehmen, die die weltbekannten Indexee erstellen und auch der Marktlage entsprechend ständig aktualisieren. ·      DerMSCI World heißt zwar World, investiert aber weltweit nur in 23 Industriestaatenund nicht in Aktien von Schwellenländern Insgesamt umfasst der MSCI World die größten 1500 Aktien dieser LänderDer MSCI ACWI  investiert hingegen  zusätzlich auch noch in Aktien von 24 Entwicklungsstaaten, insgesamt in 2647 Titel Der FTSE World  umfasst noch mehr Aktien in  entwickelten und in Schwellenländern. Insgesamt enthält er 4300 Aktien in 49 Staaten. Von der Performance unterscheiden sie sich weniger als man denkt. Der MSCI World hat in den letzten zehn Jahren im Schnitt pro Jahr11,11 Prozent, der MSC ACW hat Jahr für Jahr 10,32 Prozent zugelegt. Das zeigt,dass man mit mehr Aktien zwar das Risiko von Kursverlusten auf noch mehr Titel streuen kann. Ein mehr an Aktien bringt aber nicht unbedingt ein mehr an Performance. Bei allen drei Weltaktienindexen hat die USA ein starkes Übergewicht. Weil dort natürlich auch die größten börsennotierten Unternehmen zuhause sind. Im MSCI World  ist der Anteil  von US-Aktien mit 71 Prozent amhöchsten, im MSCI ACWI beträgt er 64 Prozent im FTSE World knapp 60 Prozent.Worauf man im Vergleich auch achten sollte ist wie große der ETF ist – je größer, desto leichter finde ich jemanden, der mir meine Anteileim Fall aller Fälle wieder abkauft – und ob er schon länger am Markt ist und sich behaupten könnte. Ich persönlich gehe bei meinem Kernaktieninvestment, dem Weltaktien-ETF immer auf Nummer sehr sicher, schaue, dass der ETF schon zumindestdrei Jahre auf dem Markt ist und darin wenigstens 500 Millionen Euro investiert sind. – ich schaue bei der Auswahl immer auf der Plattform justetf.com vorbei, die alle wichtigen Vergleichsdaten gut aufbereitet, dort findet ihr auch die Kostenkennzahl TER.Wenn ihr nach den genannten Kriterien Euch einen ETF  über die Plattform justetf.com, onvista oder auch Yahoo Finance ausgewählt habt, dann müsst ihr „nur“ noch ein Depot eröffnen. Das müsst ihr aber nicht unbedingt bei Eurer Hausbank aufmachen. Mehr zur Depotauswahl in der nächsten Börsenminute-Folge.Happy Investing wünscht Euch Julia Kistner, Musik- & Soundrechte:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Risikohinweis: Dies sind weder Anlage- noch Rechtsempfehlungen. #ETF #Fonds #Vermögen #anlegen #Weltaktien #Kerninvestment #Portfolio #investieren  

In dieser Folge vergleiche ich den iShares MSCI All Country World ETF mit dem Vanguard FTSE All-World ETF, um herauszufinden, welcher besser performt. Über die letzten 13 Jahre hat der Vanguard FTSE All-World rund 5% mehr Rendite erzielt als der iShares MSCI ACWI, allerdings ist der Unterschied über diesen langen Zeitraum minimal. Beide ETFs sind breit diversifiziert und langfristig sehr ähnlich, sodass die Wahl eher eine Präferenzsache ist. Ich bleibe weiterhin beim Vanguard FTSE All-World, da er sich für mich bewährt hat.

Micah Martin, CFA, recaps his trip to Australia, diving into the country, its economy and the investible opportunity set. As of 31 January 2025, Diamond Hill's International Strategy owned shares of Whitehaven Coal Limited. MSCI ACWI ex USA Index measures the performance of large- and mid-cap stocks in developed (excluding the US) and emerging markets. The index is unmanaged, market capitalization weighted, includes net reinvested dividends, does not reflect fees or expenses (which would lower the return) and is not available for direct investment. Index data source: MSCI, Inc. See diamond-hill.com/disclosures for a full copy of the disclaimer.  The views expressed are those of the speaker as of December 2024 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.

Chinesische Markenprodukte gibt es in Deutschland immer öfter. E-Autos, Smartphones oder auch Sportartikel. In Deinem ETF sieht das anders aus. Wenn Du in den MSCI World oder den FTSE Developed investierst, sind Firmen aus der Volksrepublik nicht vertreten – und auch im MSCI ACWI und im FTSE All World ist der Anteil chinesischer Firmen relativ klein. Warum ist das so? Und verpasst Du etwas? Das diskutieren Saidi und Emil von Finanztip in dieser Folge Geld Ganz Einfach.

Eine Frage, die sich die meisten Anleger stellen. Hat es sich in der Vergangenheit ausgezahlt hat, auf niedrigere Kurse zu warten? Der Kapitalmarktanalyst Pascal Kielkopf von HQ Trust betrachtete für seine neue Untersuchung die Börsenkurse seit dem Jahr 1973, also aus mehr als 50 Jahren Börsenhistorie. verwendete für seine Berechnung die täglichen Renditen des Aktienindex MSCI World bis Dezember 1987, ab Januar 1988 die dies noch etwas breiteren MSCI ACWI. „Das Warten auf das nächste Jahrestief lohnt sich in aller Regel nicht, da Anleger bis dahin viel mehr Rendite liegenlassen, als sie nach dem günstigeren Einstieg gewinnen können.“ NEU!!! Hier kannst Du Dich kostenlos für meinen Minikurs registrieren und reinschauen. Es lohnt sich: https://portal.abatus-beratung.com/geldanlage-kurs/    Viel Spaß beim Hören,Dein Matthias Krapp(Transkript dieser Folge weiter unten)  

The Greenest Global Companies podcast features Corporate Knights and As You Sow's 2024 Clean 200 global green company rankings. Plus Ron Robins, MBA Transcript & Links, Episode 124, February 23, 2024 Hello, Ron Robins here. So, welcome to this podcast episode 124 titled “The Greenest Global Companies.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 8 article links below that time didn't allow me to review them here. ------------------------------------------------------------- List of Clean 200 companies captures the green transition in full flight I'm beginning this podcast with one of my favorite company rankings that has just been released! It's on corporateknights.com and titled List of Clean 200 companies captures the green transition in full flight. The introduction is by Rick Spence. Here are some quotes by Mr. Spence. “Released by Corporate Knights and California-based shareholder advocates As You Sow on February 15, the 11th Clean200 ranking captures the green transition in full flight, cataloguing those public companies that are earning the most from sustainable sources. Crucially, it also signals to investors – venture capitalists, institutions and individuals alike – that a wide range of companies are capitalizing on new-economy principles without sacrificing annual returns or opportunities for growth. Between July 1, 2016, and January 15, 2024, Clean200 companies generated a total return of 103.5%. Although they underperformed the MSCI ACWI broad market index, which grew 114.4%, the Clean200 trounced the key index of global fossil fuel companies (the MSCI ACWI/Energy Index), which gained only 64.5% through those years. And that's the big deal, says As You Sow CEO Andrew Behar, who co-authored the 2024 study. ‘In 2016, we created the Clean200 in response to investors saying, if we divest fossil fuels, there is nothing to invest in.' Eight years later, the message is clear: ‘Investors who are not tilting their portfolios toward a clean future do so at their own peril.' Top Companies In first place again is Apple (AAPL)… Other blue-chip names on the list include Tesla (TSLA) (number three), HP (HPQ) (five), Microsoft (MSFT) (six), Daimler (DTG.DE) (12), BMW (BMW.DE) (16), Nissan (NSANY) (36), Nike (NKE) (50), Swatch (UHR.SW) (157) and even the iconic U.S. Steel (X) (177) – which recently committed to being zero-carbon by 2050. ‘Our mission is to shine a light on the heroes of the battle against climate change,' notes report co-author Toby Heaps, CEO of Corporate Knights. ‘The 2024 Clean200 proves there are true sustainability champions out there. The key is to rigorously apply a scientifically inspired method to identify these gems.' In total, Clean200 companies earned more than $2.2 trillion in sustainable revenue in 2022, deriving on average 54.7% of their revenues from sustainable business activities, versus 13.6% for their MSCI ACWI peers… The ranking excludes firms involved in industries such as fossil fuels, deforestation, prisons, weapons and tobacco – as well as companies that engage in blocking climate policies. Leading the pack is the U.S., with 39 companies making the list this year. Other blooming centres of corporate sustainability are China (23), Japan (18) and France (13), followed by Brazil, Canada and Germany with 10 companies each.” End quotes ------------------------------------------------------------- 13 Best Renewable Energy Stocks To Buy According to Hedge Funds Next up is back to energy with this article titled 13 Best Renewable Energy Stocks To Buy According to Hedge Funds. It's by Fatima Farooq and seen on finance.yahoo.com. Here's some of what Ms. Farooq says. “We selected the names for our list of the best renewable energy stocks to buy by consulting Insider Monkey's hedge fund data for the third quarter… Hedge funds' top 10 consensus stock picks outperformed the S&P 500 Index by more than 140 percentage points over the last 10 years (see the details here)”. 13. Daqo New Energy Corp. (NYSE:DQ) Number of Hedge Fund Holders: 18 It manufactures and sells polysilicon to photovoltaic product manufacturers in China to be used in ingots, wafers, cells, and modules for solar power solutions. 12. Avangrid, Inc. (NYSE:AGR) Hedge Fund Holders: 19 Anthony Crowdell at Mizuho holds a Neutral rating and a $34 price target on Avangrid, Inc. as of January 3… Avangrid… engages in the renewable energy generation business in the US, focusing on onshore wind power, solar, biomass, and thermal. 11. Clearway Energy, Inc. (NYSE:CWEN) Hedge Fund Holders: 23 Clearway Energy… has about 5,500 net megawatts of installed wind and solar generation projects… Oppenheimer's Noah Kaye maintains an Outperform rating and a $37 price target on Clearway Energy… as of January 19. 10. Green Plains Inc. (NASDAQ:GPRE) Hedge Fund Holders: 24 Green Plains… produces, stores, distributes, and sells clean fuel… On January 30, Goldman Sachs analyst Adam Samuelson maintained a Buy rating and a $34 price target on Green Plains. 9. Sunrun Inc. (NASDAQ:RUN) Hedge Fund Holders: 26 Sunrun Inc. designs, develops, installs, and sells residential solar energy systems in the US … A Buy rating and a $28 price target were maintained on Sunrun Inc. on January 3 by Mizuho's Maheep Mandloi. 8. SolarEdge Technologies, Inc. (NASDAQ:SEDG) Hedge Fund Holders: 27 Christopher Souther at B. Riley Securities maintains a Buy rating and a $133 price target on SolarEdge Technologies… as of February 5. SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. 7. Algonquin Power & Utilities Corp. (NYSE:AQN) Hedge Fund Holders: 28 On January 8, Ben Pham at BMO Capital upgraded Algonquin Power & Utilities Corp. from Market Perform to Outperform and placed a $7.50 price target on the stock… Algonquin Power & Utilities Corp. is a renewable energy and utility company. 6. Enbridge Inc. (NYSE:ENB) Hedge Fund Holders: 35 Enbridge is an energy company with a proactive Renewable Power Generation segment that operates assets such as wind, solar, geothermal, and waste heat recovery. 5. Enphase Energy, Inc. (NASDAQ:ENPH) Hedge Fund Holders: 40 Enphase Energy designs and manufactures home energy solutions for the solar photovoltaic industry in the US and internationally… A Buy rating and a $140 price target were maintained on Enphase Energy… on February 1 by Philip Shen at Roth MKM. 4. Constellation Energy Corporation (NASDAQ:CEG) Hedge Fund Holders: 45 Constellation Energy Corporation is a producer of carbon-free energy with about 32,355 megawatts of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets. 3. First Solar, Inc. (NASDAQ:FSLR) Hedge Fund Holders: 49 First Solar is a provider of photovoltaic solar energy solutions… On January 3, Maheep Mandloi maintained a Buy rating on First Solar alongside a $196 price target. 2. NextEra Energy, Inc. (NYSE:NEE) Hedge Fund Holders: 58 NextEra Energy… generates electricity through wind, solar, nuclear, coal, and natural gas facilities. RBC Capital's Shelby Tucker reiterated an Outperform rating and a $74 price target on NextEra Energy on January 30. 1. General Electric Company (NYSE:GE) Hedge Fund Holders: 76 GE… provides green energy solutions by combining onshore and offshore wind, blade manufacturing, grid solutions, hydro storage, hybrid renewables, and more… Overweight rating and a $153 price target were maintained on General Electric on January 24 by Julian Mitchell at Barclays.” End quotes ------------------------------------------------------------- Profit and Purpose: 7 Standout Stocks for the Ethical Investor This next article covers some well-known companies. It's titled Profit and Purpose: 7 Standout Stocks for the Ethical Investor by Josh Enomoto, on investorplace.com. Here are some quotes on each of his picks. “1. Waste Management (NYSE:WM) It's one of the leaders in environmental sustainability with a focus toward waste reduction and renewable energy initiatives. For one thing, the company owns a vast network of recycling facilities… Second, the company forwards a waste-gas-to-energy project. Per its website. Analysts rate shares a consensus moderate buy with a high-side target hitting $230. 2. NextEra Energy (NYSE:NEE) Commanding a presence in 49 states… (and) through its vast network of facilities – including solar and wind turbines – NextEra Energy features about 72 gigawatts (GW) of operating capacity… Rough economic conditions hurt NextEra Energy bad in the final months of 2023. However, analysts anticipate a recovery, pegging shares a moderate buy with a $69.60 average price target. 3. Costco (NASDAQ:COST) I don't think it's an anecdote to say that most Americans love the open-warehouse-style big-box retailer… But where it really shines is how well Costco treats its employees… In 2022, data from Glassdoor noted that the retailer's employees rated the business a four out of five regarding worker satisfaction… Analysts rate Costco stock a strong buy with a high-side target of $825. 4. Starbucks (NASDAQ:SBUX) Starbucks… appeals to modern investors by emphasizing the ‘S' component of ESG stocks… the company proudly boasts of its ethical sourcing of its key ingredients, from coffee beans to tealeaves to cocoa. In addition, its manufactured goods – from the merchandise on its shelves to the furniture in its stores – involve ethical sourcing… Also, I'd be remiss not to mention Starbucks' youth empowerment, hunger relief, and inclusivity programs… And analysts love it, pegging shares a consensus strong buy. 5. Visa (NYSE:V) According to a Forbes article in 2023, Visa represents the most carried card, printing a market share of 52.8%... Lots of folks love talking about the ‘E' and the ‘S' in ESG stocks. However, governance is also a major component of holistic ethics. Here, Visa's corporate governance practices help promote long-term value and accountability to its shareholders. Part of this involves ensuring diversity and inclusion and not just in the workforce itself but in the upper echelons of leadership… Analysts rate shares a consensus strong buy with a $303.74 average price target. 6. Apple (NASDAQ:AAPL) Maintaining high standards of governance, Apple focuses on a range of important issues. In June 2020, the company launched its Racial Equity and Justice Initiative, advancing opportunities for many people of color and Indigenous communities…. Also, Apple implements a shareholder voting process focused on executive compensation. That's one distinct mechanism to keep the company accountable to stakeholders. Overall, analysts peg shares a moderate buy with a $208.07 average price target. Notably, the high-side target hits $250, implying robust bullishness despite a soft start to 2024. 7. Microsoft (NASDAQ:MSFT) Thanks to the tech giant's big investments in artificial intelligence, it has steadily rocketed higher since the 2022 doldrums. Further, as AI becomes more ingrained into everyday life, Microsoft stands to be a massive winner. And when it comes to ethical stocks, the company may be the all-around champion… management set out ambitious environmental targets, most conspicuously being its aim to be carbon negative; that is, it will remove its historical emissions since its founding in 1975. In addition, it's a huge player in social equity, promoting directives focused on encouraging women to participate in technology. Finally, MSCI Ratings awarded Microsoft an AAA rating, the highest rating available to organizations. Unsurprisingly, analysts love Microsoft, rating it a consensus strong buy with a $469.45 price target.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order. 1. Title: Top 10: Solar Companies found on energydigital.com. By Maya Derrick. 2. Title: 3 Solar Energy Stocks Poised for a Strong Comeback on investorplace.com. By Faisal Humayun. 3. Title: ESG Funds Bucking The Trend on fa-mag.com. By Ron Delegge. 4. Title: BK Named A Top Socially Responsible Dividend Stock on nasdaq.com. By BNK Invest. 5. Title: Get Rich Quick with These 7 Renewable Energy Stocks to Buy Now on investorplace.com. By Ian Cooper. 6. Title: 3 Strong Buy Renewable Energy Stocks to Add to Your February Must-Watch List on investorplace.com. By Tomas Levani. 7. Title: 3 Renewable Energy Stocks to Own Before the Election Frenzy Begins on investorplace.com. By Jeremy Flint. 8. Title: 3 Hidden-Gem Renewable Energy Stocks Ready to Ride a Massive Market Wave on investorplace.com. By Matthew Farley. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “The Greenest Global Companies.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think! I'll talk to you next on March 8th. Bye for now.   © 2024 Ron Robins, Investing for the Soul

Ron Robins, MBA Podcast: The World's Most Sustainable Corporations Transcript & Links, Episode 122, January 26, 2024 Hello, Ron Robins here. So, welcome to this podcast episode 122 titled “The World's Most Sustainable Corporations.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 6 article links below that time didn't allow me to review them here. ------------------------------------------------------------- The Global 100 list: How the world's most sustainable corporations are driving the green transition I'm beginning this episode highlighting my favorite sustainable' Corporations ranking. You can find their just released 2024 ranking in this post titled The Global 100 list: How the world's most sustainable corporations are driving the green transition. The introduction is by Shawn McCarthy and posted on corporateknights.com. Here are some quotes. “Now in its 20th year, Corporate Knights' Global 100 ranking of the world's most sustainable companies reveals the top firms that are increasing their investments in green solutions such as renewable energy, energy efficiency and the circular economy. ‘When we launched the Global 100 in 2005, the green economy was a quaint idea. Many companies didn't publish in-house sustainability reports. There were no standardized key performance indicators, and none of the companies were reporting the percentage of their revenue or investments that were green,' says Corporate Knights co-founder and CEO Toby Heaps… In the 2024 Global 100 ranking, the top-ranked firms allocated 55% of their investments to sustainable projects, up from 47% the year prior. That compares with sustainable investments at a paltry 17% among the broader universe of publicly traded companies with more than US$1 billion in annual revenue… The 2024 Global 100 companies earned 51% of their revenues from sustainable sources in the fiscal year 2022, up from 50% the prior year. That compares with just 16% for the broader universe of companies… Top Companies Two Australian companies, Sims Ltd. (SMSMY) and Brambles Ltd. (BMBLF) top the 2024 ranking. Sims, this year's number one company, recycles scrap metal in 30 countries, and Brambles rents reusable pallets and containers around the globe. Both companies score 100% on sustainable revenue and sustainable investment… The Global 100 also awarded a ‘pivot prize' to Italian energy firm ERG SpA (ER9.BE), which completed its multiyear transition from black to green halfway through 2023… The Global 100 rates companies in 38 industry groups… based on 25 metrics. It applies different weighting to certain metrics given the nature of the sector. Sustainable revenue and sustainable investment are key measures… The Global 100 score far better on overall environmental, social and governance (ESG) metrics than do their peers. For example, 79% of Global 100 firms had sustainability-linked pay; only 30% of the broader corporate universe linked executive pay to the achievement of environmental or social sustainability targets… Between February 1, 2005, and December 15, 2023, the Global 100 saw a return of 287% on a U.S. dollar basis, while the MSCI ACWI had a return of 272%. The Dow Jones Sustainability World Index posted a return of 254% over that period.” End quotes. ------------------------------------------------------------- Franklin Templeton Positive On Green, Social Bonds In 2024 This second article features a green bond fund by a firm who was one of the pioneers in mutual funds. The article is titled Franklin Templeton Positive On Green, Social Bonds In 2024. It's by Amanda Cheesley and found wealthbriefing.com. Now some quotes from Ms. Cheesley. “David Zahn, head of European fixed income at Franklin Templeton, believes that sustainable investing will be a dominant investment trend, with structural tailwinds that could help improve financial returns… Zahn thinks that green and social bonds, which are typically issued to fund longer-term projects, are a good source of longer-duration investments… Zahn also believes that an expanding and increasingly diverse sustainable finance market means that attractive returns can go hand in hand with a positive impact on the environment and our communities… Zahn manages the Franklin Sustainable Euro Green Bond UCITS ETF (FLRG:SWX:EUR) which aims to provide exposure to the European green bond market whilst maximising total returns. It… invests mainly in bonds that are labelled green and denominated in European currencies. The fund… has outperformed the index over a three to five-year period.” End quotes. ------------------------------------------------------------- Top 10: Wind Power Companies Now this next article has an interesting ranking of the top global wind companies. It's titled Top 10: Wind Power Companies and is by Maya Derrick and seen on energydigital.com. Here are some quotes on the findings of Ms. Derrick's research. “Ranked by the latest available annual revenue stats, from year ending 2022, we run through the top 10 leading companies in the wind power industry. 10. Suzlon Revenue: US$403 million Country: India Indian multinational wind turbine manufacturer Suzlon is among the world's leading renewable energy solutions providers revolutionising and redefining the way sustainable energy sources are harnessed. The Suzlon Group has a presence in 17 countries across Asia, Australia, Europe, Africa and the Americas. 9. Renewable Energy Systems Americas Revenue: US$1.6 billion Country: USA Renewable Energy Systems Americas (RES) constructs renewable energy projects for its worldwide customer base. Renewable Energy Systems Americas now has an ever-growing portfolio, made up of 110 solar, wind, transmission and energy storage projects in the US alone and more than 1,000 miles of transmission line. 8. EDP Renewables North America Revenue: US$2.6bn Country: USA Owned by Spanish company EDP Renewables… With 59 wind farms and 12 solar parks in North America alone, EDP Renewables North America works to fulfil its mission of ‘leading the energy transition to create superior value for all'. 7. Avangrid Revenue: US$7.9bn Country: USA A part of the Iberdrola Group, Avangrid provides onshore and offshore wind power and solar power to clients across 20 US states… it has a footprint in 24 states with US$41 billion in assets… The company has… been named one of the World's Most Ethical Companies for five consecutive years by the Ethisphere Institute. 6. Vestas Revenue: US$15.5bn Country: Denmark Vestas designs, manufactures, installs and services wind turbines in 83 countries and has a workforce of more than 25,000 employees globally. The company has installed in excess of 66,000 wind turbines in its portfolio. 5. NextEra Energy Revenue: US$21bn Country: USA The American energy company that is one of the world's largest wind and solar energy generators and also operates nuclear power and natural gas plants. 4. RWE Renewables Revenue: US$41.7bn Country: USA Working toward a goal of being carbon-neutral by 2040, RWE is a key driver of the energy transformation, working across data networks, mobility, competitive industries and building infrastructure. The 125-year-old company works to balance the need to meet the growing demand for power while mitigating negative effects of climate change… It has 27 wind farms in operation across the country. 3. Mitsubishi Heavy Industries Revenue: US$30.3bn Country: Japan Since Mitsubishi Heavy Industries delivered the first equipment for commercial use in Japan in 1982, the group has supplied more than 4,200 units, around 4.4GW, of wind power generators globally… It has a focus on on-shore wind turbines. 2. General Electric Revenue: US$76.6bn Country: USA GE is the largest renewable energy company by a significant margin… GE has installed more than 49,000 wind turbines and enough renewable energy sources to produce 400GW of energy worldwide… As well as this, GE's battery energy storage solutions can store and deliver electricity produced by their wind turbines. 1. Siemens Revenue: US$78bn Country: Germany (Siemens is) a more than 175-year-old technology company which played a major role in the early years of electricity, Siemens' wind power offering is extensive. The company established the world's first offshore wind power plant in 1991 and continues to be a large player in both the onshore and offshore spaces… Siemens Gamesa… is well-known for its SG 14.0-222 wind turbine… the largest wind turbine in the world.” End quotes. ------------------------------------------------------------- 3 EV Stocks Cementing Their Status as Top Long-Term Market Picks Many ethical and sustainable investors are buying EV stocks. Here's an article on that sector by Dmytro Spilka and found on investorplace.com. It's titled 3 EV Stocks Cementing Their Status as Top Long-Term Market Picks. Here are some quotes by Mr. Spilka on his picks. “1. Li Auto (NASDAQ:LI) At the core of Li's strong year was an astonishing 182.2% total deliveries growth to 376,030. Cumulative deliveries surpassed 600,000 vehicles. This makes the firm the most prolific among China's emerging new energy automakers.  With the upcoming launch of Li MEGA, the firm's flagship new MPV set to roll out in February 2024, the firm appears to be leading the charge to become China's EV market leader. Li Auto's recently announced partnership with semiconductor giant Nvidia (NASDAQ:NVDA) will see Nvidia's DRIVE Thor centralized car computer power Li's future EV fleets.  2. Rivian (NASDAQ:RIVN) has endured a fairly torrid time on Wall Street since its debut in late 2021… The news that the auto manufacturer will be supplying its vehicles for AT&T's (NYSE:T) fleet represents a significant coup for the firm… In perhaps its biggest statement of intent, Rivian produced 17,541 vehicles in Q4 alone… Rivian's management has boldly predicted that the firm will begin turning gross profit positive, making Rivian a solid pick for investors with a long-term outlook.  3. Tesla (NASDAQ:TSLA) Tesla… deliveries in Q4 alone hit a total of 484,507.  On top of this, the highly anticipated launch of the Cybertruck has helped to keep the stock in the spotlight. Tesla's commitment to autonomous driving is likely to ensure that it stays at the forefront of innovation… One of the stock's biggest supporters is Cathie Wood, CEO and CIO of Ark Invest (ARKK)… Wood claimed that Tesla stock could reach the $4,600 mark. That would be a price target of $1,533.33 when adjusted for the split.” End quotes. ------------------------------------------------------------- The Top 3 Stocks to Benefit from Next-Gen Energy Solutions My final article for this episode is titled The Top 3 Stocks to Benefit from Next-Gen Energy Solutions. It's by Steve Booyens and also found on investorplace,com. Due to limited space I'm just quoting Mr. Booyens briefly. “1. Brookfield Renewable Energy Partners (NYSE:BEP) A company with diversified renewable energy exposure with significant scale in store. 2. First Solar (NASDAQ:FSLR) Economies of scale and continuous capacity sequencing place First Solar best-in-class. 3. Enphase Energy (NASDAQ:ENPH) A buy-the-dip opportunity highly touted by Wells Fargo.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order. 1. Title: 3 Top Renewable Energy Stocks to Power Up Your Portfolio on investorplace.com. By Muslim Farooque. 2. Title: 3 Alternative Energy Stocks to Watch Amid Rising Material Cost on finance.yahoo.com. By Aparajita Dutta. 3. Title: Morgan Stanley a Top Socially Responsible Dividend Stock With 3.7% Yield on nasdaq.com. By BNK Invest.   Articles from the UK and Canada 1. Title: Top 200 Ethical Businesses on thegoodshoppingguide.com. 2. Title: The top 20 ESG funds of 2023 on trustnet.com. By Matthew Cook. 3. Title: 2024 Responsible Funds Guide Canada on corporateknights.com. By Tim Nash. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “The World's Most Sustainable Corporations.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think! I'll talk to you next on February 9th. Bye for now.   © 2023 Ron Robins, Investing for the Soul

Wie schon in der letztwöchigen Wochenshow der GELDMEISTERIN erwähnt ist die Entwicklung des chinesischen Aktienmarktes derzeit alles andere als erbaulich. Das Problem ist, die meisten China-ETFS setzen auf ein und denselben China-Index, nämlich den CSI 300, den China Security Index, der auf die Kursentwicklung der beiden größten Börsen Festland-Chinas, Schanghai undShenzhen setzt, der in Renmimbi berechnet wird und  nicht so transparent wie westliche Index ist. Im letzten Jahr hat der CSI300 über 20 Prozent verloren- Und selbst wenn man nicht direkt in China investiert ist steckt dieser Index doch in vielen Welt- und Schwellenländer-ETFs. Im MSCI All Country World-Index ist der China-Anteil allerdings gerade einmal 3,85 Prozent, im MSCI Emerging Markets dann aber doch 30 Prozent. Wer nicht glaubt, dass China wieder Boden fasst, für den gibt es auch viele Weltmarkt-ETFS „Ex-China“, was ich vielleicht politisch, aber nicht ertragstechnisch für sinnvoll erachte, zumindest nicht bei geringfügiger Beimischung wie im MSCI ACWI. Infrastruktur und europäische Banken Aktuell spannender als China-ETFs finde ich persönlich ETFs auf den europäischen Bankenindes Euro Stoxx 30 oder auch Infrastrukturinvestments. Auf letztere setzt jetzt auch ETF-Anbieter BlackRock vermehrt. Durch die Übernahme von Global Infrastructure Partners (GIP) verdreifacht der Fondsriese sein Infrastruktur- , Transport- und Energieportfolio auf 150 Milliarden US-Dollar. Kein schlechter Schachzug, denn um die Energiewende zu schaffen müssen die Staaten weltweit viel Geld in ihre Infrastruktur stecken. Britischer Vorsorge-Tipp Während den Österreichern wieder einmal als Karotte eine steuerliche Förderung für ihr Vorsorgedepot vor die Nase gehalten wird, bieten Großbritannien seinen Bürgern bereits ein begünstigtes „Individual Savings Account“. Der Inselstaat legt bis zu 25 Prozent pro Jahr auf Ersparnisse drauf, die man entweder in Cash oder in Aktien veranlagen kann und an die man erst mit 60 Jahren oder aber für den Kauf der ersten Immobilie dran kommt. Mehr hierzu und weitere Anlagetipps hörst Du in dieser neuen Wochenshow-Folge der GELDMEISTERIN. Viel Hörvergnügen wünscht Julia Kistner Über eine Stimme für die GELMEISTERIN beim Ö3-Podcast Award bis zum 16.Februar 2024 würde ich mich sehr freuen: https://oe3.orf.at/podcastaward/stories/3038638/ Musik- & Soundrechte: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Risikohinweis: Das sind keinesfalls Empfehlungen, sondern nur persönlichen Gedanken. Julia Kistner übernimmt keinerlei Haftung. #China #Europa #ETFs #Börse #Aktien #Infrastruktur #BlackRock #Eurostoxx #investment #LarryFink #GIP #podcast --- Send in a voice message: https://podcasters.spotify.com/pod/show/geldmeisterin/message

Wie schon in der letztwöchigen Wochenshow der GELDMEISTERIN erwähnt ist die Entwicklung des chinesischen Aktienmarktes derzeit alles andere als erbaulich. Das Problem ist, die meisten China-ETFS setzen auf ein und denselben China-Index, nämlich den CSI 300, den China Security Index, der auf die Kursentwicklung der beiden größten Börsen Festland-Chinas, Schanghai undShenzhen setzt, der in Renmimbi berechnet wird und  nicht so transparent wie westliche Index ist. Im letzten Jahr hat der CSI300 über 20 Prozent verloren- Und selbst wenn man nicht direkt in China investiert ist steckt dieser Index doch in vielen Welt- und Schwellenländer-ETFs. Im MSCI All Country World-Index ist der China-Anteil allerdings gerade einmal 3,85 Prozent, im MSCI Emerging Markets dann aber doch 30 Prozent. Wer nicht glaubt, dass China wieder Boden fasst, für den gibt es auch viele Weltmarkt-ETFS „Ex-China“, was ich vielleicht politisch, aber nicht ertragstechnisch für sinnvoll erachte, zumindest nicht bei geringfügiger Beimischung wie im MSCI ACWI. Infrastruktur und europäische Banken Aktuell spannender als China-ETFs finde ich persönlich ETFs auf den europäischen Bankenindes Euro Stoxx 30 oder auch Infrastrukturinvestments. Auf letztere setzt jetzt auch ETF-Anbieter BlackRock vermehrt. Durch die Übernahme von Global Infrastructure Partners (GIP) verdreifacht der Fondsriese sein Infrastruktur- , Transport- und Energieportfolio auf 150 Milliarden US-Dollar. Kein schlechter Schachzug, denn um die Energiewende zu schaffen müssen die Staaten weltweit viel Geld in ihre Infrastruktur stecken. Britischer Vorsorge-Tipp Während den Österreichern wieder einmal als Karotte eine steuerliche Förderung für ihr Vorsorgedepot vor die Nase gehalten wird, bieten Großbritannien seinen Bürgern bereits ein begünstigtes „Individual Savings Account“. Der Inselstaat legt bis zu 25 Prozent pro Jahr auf Ersparnisse drauf, die man entweder in Cash oder in Aktien veranlagen kann und an die man erst mit 60 Jahren oder aber für den Kauf der ersten Immobilie dran kommt. Mehr hierzu und weitere Anlagetipps hörst Du in dieser neuen Wochenshow-Folge der GELDMEISTERIN. Viel Hörvergnügen wünscht Julia Kistner Über eine Stimme für die GELMEISTERIN beim Ö3-Podcast Award bis zum 16.Februar 2024 würde ich mich sehr freuen: https://oe3.orf.at/podcastaward/stories/3038638/ Musik- & Soundrechte: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Risikohinweis: Das sind keinesfalls Empfehlungen, sondern nur persönlichen Gedanken. Julia Kistner übernimmt keinerlei Haftung. #China #Europa #ETFs #Börse #Aktien #Infrastruktur #BlackRock #Eurostoxx #investment #LarryFink #GIP #podcast

Een van de meest bijzondere grafieken die ik de afgelopen tijd op Twitter (ik weiger het X te noemen) voorbij heb zien komen, is de vergelijking van de beurswaarde van de Magnificent Seven en de beurswaarde van het Verenigd Koninkrijk, China, Frankrijk en Japan. De zeven bedrijven zijn nu meer waard dan vier hele landen bij elkaar, en het zijn niet eens kleine landen. Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia en Tesla zijn samen zo groot dat ze ruim 17% van de totale wereldwijde aandelenindex (de MSCI ACWI) uitmaken. De overige 2939 bedrijven zijn goed voor 83%. Dus van iedere €100 die er in een wereldwijd indexfonds gaan, wordt er €17 belegd in deze zeven bedrijven. Hoezo, maximale spreiding in een wereldaandelenindex? Bloomberg heeft tegenwoordig zelfs een Magnificent Seven-index. Deze index is dit jaar met 112% gestegen. Nvidia, waar een jaar geleden nog bijna niemand over sprak, steekt daarbij met kop en schouders boven de anderen uit: +234%. Dit soort cijfers tarten iedere fantasie en beleggers zouden weleens last van hoogtevrees kunnen krijgen. Maar een echte belegger kijkt niet alleen naar prijzen, maar ook naar wat je ervoor terugkrijgt. De onderliggende winsten zijn ook flink gestegen. De gemiddelde winst per aandeel van het groepje ging dit jaar met 89% omhoog. Oké, ook hier neemt Nvidia een groot deel voor zijn rekening. Dit is dan ook het enige bedrijf dat echt megawinsten maakt door de AI-hype. Nvidia levert de gereedschappen, de chips. Tijdens de goldrushes waren het ook de verkopers van pikhouwelen, schoppen en goudpannen die het meest en het makkelijkst geld verdienden. Zonder de Nvidia-superwinsten waren de winsten van de Magnificent Seven ‘maar' 42% hoger. Prachtig hoor, maar het staat niet in verhouding tot de koersstijging. Grofweg de helft van die magnifieke koerswinst komt van hogere winsten en de andere helft van hogere waarderingen. En hogere waarderingen komen en gaan als eb en vloed. Als we wat dieper in die mooie winsten duiken, blijkt dat ze vooral gedreven worden door een flink winstherstel bij Amazon en Meta. Bij de grootste twee, Apple en Microsoft, gaan de winsten nauwelijks omhoog. Bij Tesla gaat de winst zelfs flink naar beneden. Tesla heeft een sterke prijsconcurrentie in de elektrische auto-industrie aangewakkerd en heeft daar nu zelf veel last van. Bovendien hangt bij de bedrijven die groot zijn in sociale media, nog altijd de donkere wolk van strengere regelgeving boven hun bedrijfsmodel. Nee, 2023 was een prachtig jaar voor een belegging in de Magnificent Seven, maar besef dat een groot deel van uw koerswinsten zijn gebaseerd op hogere waarderingen in de hoop dat deze bedrijven superwinsten gaan maken met AI. Zoals u weet is hoop geen strategie en zeker geen beleggingsstrategie. Over de column van Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD.See omnystudio.com/listener for privacy information.

Das Reich der Mitte ist Deutschland in Sachen Elektromobilität weit voraus, bei der Digitalisierung der Verwaltung sowieso. Gleichzeitig dreht Peking politisch die Freiheitsrechte immer weiter zurück und das Land droht daher in die Falle der Middle-Income Trap zu tappen. Die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz debattieren darüber, ob der Westen von China lernen kann oder aber die einzige Lehre darin besteht, sich stärker vom Rivalen zu entkoppeln. Weitere Themen: - Roter Oktober – Fällt nach dem dritten Minus-Monat in Folge die Jahresendrallye an den Börsen aus? - MSCI Welt, MSCI ACWI oder Gerd Kommer Welt ETF? – Warum das richtige Basisinvestment vor allem vom Blick auf die Wall Street abhängt - Sonnige Zahlen bei Jinko – Ist der Boden bei den Solar-Aktien erreicht? - Mangelnde Digitalisierung der Verwaltung – Woran es an der Migrationspolitik vor allem mangelt - Horrende Verluste mit Staatsanleihen – Welches Rettungsprogramm die Fed den Privatbanken liefert Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

There are several questions on the minds of investors - whether the outlook for earnings-per-share (EPS) growth reflects a soft landing, whether the EPS predictions have fully reflected in valuations, and how equities might respond to interest rates' remaining higher for longer. In fact, in response to the current market environment, a stock index that tracks broad global equity-market performance, called the MSCI ACWI, rose 6.3% in the second quarter of 2023. So to find out more about this stock index and to review market performance through the lens of MSCI indexes, on Money in the Market, Hongbin Jeong speaks to Hitendra D. Varsani, Managing Director and Head of Derivatives & Exchanges Solutions Research, MSCI.See omnystudio.com/listener for privacy information.

Dank der neuen Aktienkultur gibt es hierzulande mehr als fünf Millionen ETF-Sparpläne. Im Durchschnitt packen die Deutschen 164 Euro in ihr Wunderprodukt, aus denen nach 40 Jahren mehr als eine halbe Million werden. Die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz erklären, welche Folgen es hätte, wenn die Politik durch Regulierung das beliebte Produkt verteuern würden. Und die beiden streiten heftig ums Elterngeld. Weitere Themen: MSCI World, MSCI ACWI, FTSE All World – Das sind die ETFs fürs Basisinvestment Acht Milliarden fürs Elterngeld – Hat die milliardenschwere Unterstützung ihre Ziele erreicht? Wetten auf das große Comeback – Welche diversifizierte Biotech-Aktie jetzt attraktiv ist Digitale Transformation – Die günstigste Broker-Aktie bekommt neue Fantasie 400 Hoodies in drei Tagen – Warum Podcast wirkt Die „Deffner&Zschäpitz“-Hoodies gibt es jetzt wieder bei https://shopping.welt.de/duz Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Wie soll ich eigentlich mein Portfolio gewichten? Das ist eine Frage, die zurecht viele Leute bewegt. Deshalb zeigen wir euch heute, welche Möglichkeiten es gibt, das eigene ETF-Portfolio zu gewichten. Wir nehmen die Gewichtung nach Marktkapitalisierung, die Gleichgewichtung und die sogenannte BIP-Gewichtung nach dem Bruttoinlandsprodukt unter die Lupe und schauen uns an, welche Strategien sich lohnen. ➡️ Bleibe finanziell auf dem Laufenden mit unserem wöchentlichen Finanzmemo: https://www.finanzfluss.de/memo-sign-up/ ℹ️ Weitere Infos zur Folge: Diese Folge als Video: https://youtu.be/j9LAY6eeO4I Finanzfluss ETF-Suche: https://www.finanzfluss.de/informer/etf/suche/ Kostenloses Depot inkl. Prämie: https://www.finanzfluss.de/go/depot * In 4 Wochen zum souveränen Investor: https://www.finanzfluss.de/go/campus YouTube: https://finanzfluss.de/go/abo Discord: https://finanzfluss.de/discord Instagram: https://www.instagram.com/finanzfluss/ Facebook: https://finanzfluss.de/go/facebook

Wir stellen euch 8 beliebte Investment Portfolio-Strategien vor. Mehr Informationen zu Rendite, Risiko und Kosten in den Links unten: Portfolio #1: Pantoffel-Portfolio ►► https://geldschnurrbart.de/geld-anlegen/portfolio-strategien/#Portfolio_1_Pantoffel-Portfolio Portfolio #2: Just-One Portfolio ►► https://geldschnurrbart.de/geld-anlegen/portfolio-strategien/#Portfolio_2_Just-One_Portfolio Portfolio #3: Klassisches Welt-Portfolio ►► https://geldschnurrbart.de/geld-anlegen/portfolio-strategien/#Portfolio_3_Klassisches_Welt-Portfolio Portfolio #4: Welt + 1 ETF ►► https://geldschnurrbart.de/geld-anlegen/portfolio-strategien/#Portfolio_4_und_5_Welt-Portfolio_mit_Erganzungen Portfolio #5: Welt + 2 ETFs ►► https://geldschnurrbart.de/geld-anlegen/portfolio-strategien/#Portfolio_4_und_5_Welt-Portfolio_mit_Erganzungen Portfolio #6: All-Wetter Portfolio ►► https://geldschnurrbart.de/geld-anlegen/portfolio-strategien/#Portfolio_6_All-Wetter_Portfolio_Ray_Dalio Portfolio #7: Smart-Beta Portfolio ►► https://geldschnurrbart.de/geld-anlegen/portfolio-strategien/#Portfolio_7_Smart-Beta_Portfolio_Strategie_Gerd_Kommer Portfolio #8: Monatl. Dividenden ►► https://geldschnurrbart.de/geld-anlegen/portfolio-strategien/#Portfolio_8_Dividenden-Portfolio Plattformen: Cointracking: https://geldschnurrbart.de/links/cointracking-yt Moonerradar: https://www.moonerradar.com Cake Defi: https://geldschnurrbart.de/links/cakedefi StakeCube: https://geldschnurrbart.de/links/scube Grizzly.fi: https://geldschnurrbart.de/links/grizzlyfi

Folgende Frage eines Podcast-Hörers: „Ich habe soeben das Interview vom Finanzrocker mit Dr. Kommer gehört: „Beimischungen unter 5 % machen im Depot keinen großen Sinn“ – Interview mit Dr. Gerd Kommer Darin hält Herr Dr. Kommer einen Länderanteil von 60-70% USA für zu hoch, so wie dieser im MSCI World und MSCI ACWI vorkommt. Seiner Ansicht nach wären 30-40 % sinnvoll. Meine Frage an Dich: Wie hält es die Wertestrategie mit der USA? Und warum?" Viel Spaß beim Hören,Dein Matthias Krapp    

Link do wpisu na blogu: https://inwestomat.eu/etf-na-caly-swiat-czy-na-rynki-rozwiniete-i-wschodzace-osobno Polub mój fanpage na Facebooku: https://www.facebook.com/Inwestomat.eu/ Obserwuj mnie na Twitterze: https://twitter.com/Inwestomat_eu Z tego nagrania dowiesz się: Czym są światowe indeksy akcji MSCI ACWI, MSCI World i MSCI Emerging Markets. Jak MSCI klasyfikuje rynki. Czy cykle na EM i DM to prawda, czy bzdura. Jak zmieniał się w czasie udział krajów w indeksie światowych akcji. Czy lepiej wybrać ETF na cały świat, czy aktywnie obstawiać rynki rozwinięte lub rynki wschodzące. Chcesz wesprzeć mój podcast? Z góry serdeczne dzięki za wykonanie jednego z poniższych: Postaw mi kawę, wpłacając dowolną kwotę przez: https://buycoffee.to/inwestomat Załóż konto w XTB przez mój link afiliacyjny: https://inwestomat.eu/konto-maklerskie-xtb Załóż konto w DM BOŚ przez mój link afiliacyjny: https://inwestomat.eu/konto-maklerskie-bossa Załóż konto w Firstrade przez mój link afiliacyjny: https://inwestomat.eu/konto-maklerskie-firstrade Nota XTB: Oferowane instrumenty finansowe, zwłaszcza z dźwignią, niosą ryzyko strat przekraczających zainwestowany kapitał. Zastrzeżenie: Informacje przedstawione w tym podcaście są prywatnymi opiniami autora i nie stanowią rekomendacji inwestycyjnych w rozumieniu Rozporządzenia Ministra Finansów z dnia 19 października 2005 roku w sprawie informacji stanowiących rekomendacje dotyczące instrumentów finansowych, ich emitentów lub wystawców (Dz. U. z 2005 roku, Nr 206, poz. 1715). Słuchacz podejmuje decyzje inwestycyjne na własną odpowiedzialność.

By May 2022, a giddy 46% of MSCI ACWI constituents had controlling owners. We look at what this concentrated ownership means for minority shareholders. Then we look back at Shinzo Abe's legacy as a reformer of Japan's corporate governance practices.  Host: Bentley Kaplan; MSCI ESG ResearchGuests: Ric Marshall, Jonathan Ponder, and Moeko Porter; MSCI ESG Research

Link do wpisu na blogu: https://inwestomat.eu/najlepsze-fundusze-etf-na-akcje-z-calego-swiata Polub mój fanpage na Facebooku: https://www.facebook.com/Inwestomat.eu/ Obserwuj mnie na Twitterze: https://twitter.com/Inwestomat_eu Z tego nagrania dowiesz się: Który fundusz ETF na akcje z całego świata jest obecnie najlepszy. Czym różnią się indeksy MSCI ACWI, MSCI ACWI IMI oraz FTSE All-World. Dla kogo lepszy będzie indeks MSCI ACWI, a dla kogo FTSE All-World. Jeśli moje treści Ci się przydają i chcesz wesprzeć mój podcast, to możesz to zrobić na kilka sposobów: Postaw mi kawę, wpłacając dowolną kwotę przez: https://buycoffee.to/inwestomat Załóż konto w XTB przez mój link afiliacyjny: https://inwestomat.eu/konto-maklerskie-xtb Załóż konto w DM BOŚ przez mój link afiliacyjny: https://inwestomat.eu/konto-maklerskie-bossa Załóż konto w Firsttrade przez mój link afiliacyjny: https://inwestomat.eu/konto-maklerskie-firsttrade Nota XTB: Oferowane instrumenty finansowe, zwłaszcza z dźwignią, niosą ryzyko strat przekraczających zainwestowany kapitał. Zastrzeżenie: Informacje przedstawione w tym podcaście są prywatnymi opiniami autora i nie stanowią rekomendacji inwestycyjnych w rozumieniu Rozporządzenia Ministra Finansów z dnia 19 października 2005 roku w sprawie informacji stanowiących rekomendacje dotyczące instrumentów finansowych, ich emitentów lub wystawców (Dz. U. z 2005 roku, Nr 206, poz. 1715). Słuchacz podejmuje decyzje inwestycyjne na własną odpowiedzialność.

Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. At the same time, high levels of innovation and productivity, as well as the growing hope that the worst of the COVID-19 crisis is behind us, have given investors reasons to be optimistic for the future.  On March 17, 2022, our CIOs discussed current market conditions, revealed how we are positioning portfolios, and delved into an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable investing, the outlook for China, and more.Speakers: Jacob Hodes, CIO, Private InvestmentsSid Ahl, CFA, CIO, Private Client, Endowments & FoundationsRyan Myerberg, Portfolio Manager, Global Fixed IncomeErika Pagel, CIO, Sustainable Investing Christopher Hancock, CFA, Head of International Investment Solutions GroupThe recording of the webinar can be found here. Read the Report: 2022 Asset Allocation Perspectives and OutlookDisclosures : The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.Past performance is not indicative of future results. Definitions of indices used are below. An investor cannot invest directly into an index.The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000® Index is a subset of the Russell 3000® Index representing approximately 10% of the total market capitalization of that index. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.The MSCI ACWI Index captures large and mid cap representation across Developed Markets (DM) and Emerging Markets (EM) countries. The index covers approximately 85% of the global investable equity opportunity set. MSCI indexes and products are trademarks and service marks of MSCI or its subsidiaries. The MSCI ACWI captures large and mid cap representation across Developed Markets (DM) and Emerging Markets (EM) countries. The index covers approximately 85% of the global investable equity opportunity set. The MSCI Emerging Markets Index captures large and mid cap representation across Emerging Markets (EM) countries. The index covers approximately 85% of the free float-adjusted market capitalization in each country. The MSCI ACWI ex U.S. Index captures large and mid cap representation across Developed Markets (DM) countries—excluding the United States. The index covers approximately 85% of the free float-adjusted market capitalization in each country. The MSCI Europe Index captures large and mid cap representation across Developed Markets (DM) countries in Europe. The index covers approximately 85% of the free float-adjusted market capitalization across the European Developed Markets equity universe. The MSCI China Index captures large and mid cap representation across China A shares, H shares, B shares, Red chips, P chips and foreign listings (e.g. ADRs). With 738 constituents, the index covers about 85% of this China equity universe. Currently, the index includes Large Cap A and Mid Cap A shares represented at 20% of their free float adjusted market capitalization.The Bloomberg U.S. Aggregate Bond Index is an unmanaged, market-value weighted index composed of taxable U.S. investment grade, fixed rate bond market securities, including government, government agency, corporate, asset-backed and mortgage-backed securities between one and 10 years. The Bloomberg US Treasury Index measures US dollar-denominated, fixed-rate, nominal debt issued by the US Treasury. Treasury bills are excluded by the maturity constraint, but are part of a separate Short Treasury Index.  STRIPS are excluded from the index because their inclusion would result in double-counting. The Bloomberg Commodity Index Total Return (BCOMTR) Index is a broadly diversified index that allows investors to track commodity futures through a single, simple measure. The BCOM is composed of commodities exchanges, with the exception of aluminum, nickel and zinc, which trade on the London Metal Exchange (LME). Bloomberg Indices are trademarks of Bloomberg or its licensors. “Bloomberg®” and Bloomberg Aggregate Bond Index, Bloomberg Government/Credit Index, Bloomberg Municipal Bond 1-10 Year Blend Index, Bloomberg U.S. Corporate High Yield Index and Bloomberg Commodity Index Total Return Index are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by Brown Advisory. Bloomberg is not affiliated with Brown Advisory, and Bloomberg does not approve, endorse, review, or recommend the Core Multifamily Partnership. Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to Bloomberg Aggregate Bond Index, Bloomberg Government/Credit Index, Bloomberg Municipal Bond 1-10 Year Blend Index, Bloomberg U.S. Corporate High Yield Index and Bloomberg Commodity Index Total Return Index. BLOOMBERG is a trademark and service mark of Bloomberg Finance L.P. The S&P 500® Index represents the large-cap segment of the U.S. equity markets and consists of approximately 500 leading companies in leading industries of the U.S. economy. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. An index constituent must also be considered a U.S. company. The S&P 500 Total Return Index is calculated based on price changes and reinvested dividends of the S&P 500 Index. The S&P SmallCap 600® seeks to measure the small-cap segment of the U.S. equity market. The index is designed to track companies that meet specific inclusion criteria to en...

Topping ESG rankings (stocks): “Report--Meet the top 200 companies investing in a clean energy future”; “Barron's 100 Most Sustainable Companies”; “Top 5 ESG Stocks To Radar Now”; “10 Real Estate Companies That Are Both Greener and More Profitable”; “For Greenification in Munis, Try SMI”; and “This ETF is designed to help fight heart disease”; plus PODCAST: The Stocks Topping ESG Rankings. And More… Transcript & Links, Episode 77, February 25, 2022 Hello, Ron Robins here. Welcome to podcast episode 77 published on February 25, 2022, titled “The Stocks Topping ESG Rankings. And More…” — and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts. Now, just a reminder. I do not evaluate any of the stocks or funds mentioned in this podcast. Furthermore, if you're concerned about the ESG and sustainability ratings of any stock or fund included in this podcast, check your broker's online site for such information. If your broker doesn't have this information, signup for free with Morningstar and you can gain access to company and fund ESG-sustainability ratings. Please note, I receive no compensation from Morningstar or anyone else covered in these podcasts. Also, if any terms are unfamiliar to you, simply Google them. Now a point about current volatile market conditions. You should know that in such markets studies show that companies highly rated for their ESG and sustainability scores usually show superior returns compared to the overall markets. Just a thought in these troubled times where we all wish for the troubles around Ukraine to get resolved peacefully and without much loss of life. ------------------------------------------------------------- 1. The Stocks Topping ESG Rankings. And More… Let's begin looking at As You Sow and Corporate Knights' Report: Meet the top 200 companies investing in a clean energy future. By TOBY A.A. HEAPS, ANDY BEHAR, MICHAEL YOW, AND MATTHEW MALINSKY. Here are some quotes. “The Clean200 are the largest 200 public companies ranked by green energy revenues… Geographically… the United States dominated the 2022 list, with 52 companies on the Clean200, while Canada had the second largest share with 18, closely followed by China, which 16 Clean200 companies are headquartered in. On average, 58% of revenues earned by Clean200 companies are classified as clean, which is up from 39% in 2021 and significantly above the 20% average clean revenue for their MSCI All Country World Index (ACWI) peers… $10,000 invested in the Clean200 on July 1, 2016, would have grown to $20,709 by January 31, 2022, versus $20,315 for the MSCI ACWI broad market benchmark and $13,167 for the MSCI ACWI/Energy benchmark for fossil fuel companies.” End quotes. The top five Clean 200 companies are Apple inc., Alphabet Inc., Intel Corp, TSMC, and Iberdrola. ------------------------------------------------------------- 2. The Stocks Topping ESG Rankings. And More… Another good ranking is the just-released 2022 edition of Barron's 100 Most Sustainable Companies. Writing about them is Lauren Foster. Ms. Foster writes, quote… “In the fifth annual Barron's ranking of America's Most Sustainable Companies, shares of the 100 companies on our list returned 34.4%, on average, in 2021, besting the S&P 500 index's 28.7%... 41 of the 100 companies on last year's list beat the market in 2021.” End quotes. Barron's top five are NVIDIA, ON Semiconductor, Crocs, Inc., Applied Materials, and Jones Lang LaSalle. ------------------------------------------------------------- 3. The Stocks Topping ESG Rankings. And More… Now Mavis Babcock at topnewsguide.com has penned this article titled Top 5 ESG Stocks To Radar Now. Here are their names followed by some brief quotes on each one. “1) Viking Energy Group (OTCMKTS:VKIN) is perfect for any speculative investor searching for ESG investments.  The diversified green company has made three recent acquisitions; a carbon capture system that produces sellable commodities from carbon emissions, a medical waste treatment device called the ‘OZONE', and a Green Renewable Diesel Production Facility in Reno that it is extremely close to closing on. 2) Mattel Inc. (NASDAQ:MAT) … the stock has gained 15% so far this year… Mattel is now projecting its 2021 net sales of $5.4 billion to grow 8% to 10% in the current year. Adjusted EPS is seen at $1.42 to $1.48. The toymaker also lifted its 2023 net sales growth forecast to high-single-digit from a previous outlook of mid-single-digit growth… Hasbro forecast growth of ‘low-single digit' in both annual revenue and operating profit this year. 3) American Financial Group Inc. (NYSE:AFG) … the stock has jumped 58% over the past year… (and) delivered fourth-quarter 2021 core net operating earnings per share of $4.12, which outpaced the Zacks Consensus Estimate by 38.3%. The bottom line doubled on a year-over-year basis. 4) CNH Industrial N.V. (NYSE:CNHI) … The stock is trading above 34% from its 52-week low and 4% away from its 52-week high. CNH Industrial came out with quarterly earnings of $0.25 per share, beating the Consensus Estimate of $0.21 per share. This compares to earnings of $0.30 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 19.05%. A quarter ago, it was expected that this truck, tractor and bus maker would post earnings of $0.22 per share when it actually produced earnings of $0.36, delivering a surprise of 63.64%. 5) Ternium S.A. (NASDAQ:TX) Is another stock in the ESG sector which has been showing consistent rise. The stock has moved up 8% over the past one quarter… Benefits of higher steel prices and healthy shipments are likely to reflect on its fourth-quarter results.” End quotes. ------------------------------------------------------------- Considering green real estate REITS? Well, here's a list also published in Barron's titled 10 Real Estate Companies That Are Both Greener and More Profitable. It's by Evie Liu. 2022 Rank* 2021 Rank Company Ticker REIT Industry Weighted Score 2021 Return Market Capitalization (bil)** Dividend Yield** 1 1 Kilroy Realty KRC Office 74 19.3 $7.1 3.3% 2 2 Host Hotels & Resorts HST Hotel 73 18.9 11.8 0.0 3 8 Boston Properties BXP Office 72 26.0 17.3 3.5 4 NR Ventas VTR Healthcare 71 7.9 20.4 3.5 5 3 Alexandria Real Estate Equities ARE Office 70 27.6 28.4 2.4 6 NR AvalonBay Communities AVB Apartment 70 61.4 33.1 2.7 7 5 Kimco Realty KIM Retail 69 68.8 14.4 2.9 8 NR Equity Residential EQR Apartment 69 56.7 32.5 2.8 9 4 Equinix EQIX Data Center 69 20.0 61.5 1.7 10 10 Brixmor Property BRX Retail 68 60.2 7.2 3.5 *Rank based on non-rounded weighted average; **Market cap and dividend yield as of 12/31/2021; NR=not on the 2021 ranking; N/A= not available Sources: Calvert Research & Management. ------------------------------------------------------------- For Greenification in Munis, Try SMI Many US ethical and sustainable investors like municipal bonds. If this, is you, review this article titled For Greenification in Munis, Try SMI. It's by TOM LYDON and published on etftrends.com. Here are some quotes from Mr. Lydon. “The vast fixed income market is fertile ground for green fund innovation.... Consider the case of the VanEck HIP Sustainable Muni ETF (SMI), which debuted last September as the first exchange traded fund dedicated to green municipal bonds. The actively managed VanEck HIP Sustainable Muni ETF is managed by HIP Investments — a pioneer in the green municipal bond space… ‘HIP Ratings incorporate research that shows which variables are key to improving outcomes. Then, HIP tracks data and metrics related to evidence-based targets and goal,' said HIP Investors founder and CEO Paul Herman in a recent note. (This ETF)… which sports a 30-day SEC yield of 1.27%, holds just 44 municipal bonds. That's the result of a high bar for entry created by HIP Investor's stringent investment criteria and the newness of green municipal bonds. None of the ETF's holdings exceed a weight of 4.77%. ‘HIP Investor's methodology, which precedes the term ‘ESG' by several years, uses five pillars based on Maslow's hierarchy of needs. These five pillars — Health, Wealth, Earth, Equality, and Trust – can be mapped to ESG as well,' adds Herman. Additionally, the HIP's methodology features a dual-pronged approach that focuses on sustainability and education… ‘In the VanEck HIP Sustainable Muni ETF (SMI), HIP Ratings also track the UN Sustainable Development Goals (SDG) framework, as well as a Climate Threat Resilience score,' notes Herman. California and New York municipal bonds combine for 60.6% of the ETF's weight. (This ETF) has an effective duration of 5.77 years, and 84% of its holdings carry investment-grade ratings.” End quotes. ------------------------------------------------------------- This ETF is designed to help fight heart disease while making you money. Here's how Now here's another specialist ETF that might be of interest to numerous ethical and sustainable investors. The article's titled This ETF is designed to help fight heart disease while making you money. Here's how. It's by Josh Meyers and found on cnbc.com. Here are some quotes from Mr. Meyers' article. “'The IQ Healthy Hearts ETF (HART)… is designed to help investors do well while doing good,' New York Life Investments' Wendy Wong told CNBC's 'ETF Edge' on Monday. HART's current portfolio includes companies such as UnitedHealth Group (UNH), Apple (AAPL), Novartis (NVS) and Johnson & Johnson (JNJ). The ETF, powered by Index IQ, sees a portion of fees go toward supporting the American Heart Association's fight against heart disease… ‘The American Heart Association uses [the funds] to support its Social Impact Fund,' she said. ‘This addresses health inequalities in under-resourced communities.' New York Investments' support has accelerated the growth of the Social Impact Fund by nearly three times, according to Wong. The HART ETF is significant in the ESG space as well, ETF Trends CEO Tom Lydon said in the same interview.  Lydon called the partnership a great example of ‘[making] sure that we're not only doing right but feeling good about it at the same time and maybe learning how we can help our family do a better job of staying healthy.' HART is outperforming the S&P 500 so far this year, down about 5% versus the benchmark index's 6% loss.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order 1. Title Most Active Stocks Today? 4 Renewable Energy Stocks For Your Watchlist | Nasdaq. By Amos C. The stocks are Enphase Energy Inc (NASDAQ: ENPH), Daqo New Energy Corp (NYSE: DQ), Brookfield Renewable Partners LP (NYSE: BEP), and Solaredge Technologies Inc. (NASDAQ: SEDG). (As mentioned in previous podcasts, Daqo is accused of using Chinese forced labor.) 2. Title This Top Stock Is a Rock for Any Renewable Energy Portfolio | The Motley Fool. By Travis Hoium. Quote “First Solar (FSLR) was the one that I really wanted to bring to bear for people.” End quote. 3. Title Here are the top 20 BSE 100 companies with strong corporate governance: Report - BusinessToday. By Rahul Oberoi. Click the link on this podcast's webpage for company names. 4. Title 3 ethical ASX companies with Australian Ethical's Mike Murray | Ethical Investing in Australia | Rask Media. Recommendations by Mike Murray. Again, click the link on this podcast's webpage for the company names. 5. Title 6 Top-Performing ESG ETFs With High MSCI Ratings on money.usnews.com. By Aaron Davis and Tim Lawson. Again, click the link on this podcast's webpage for the company names. Recommendations Related to UK, Australian, and European Stocks and Funds 1. Title Interactive Investor's top 20 ethical funds and trusts | This is Money. By Jane Denton. Quote “The Baillie Gifford Positive Change impact fund was the most popular ethical option for investors with Interactive Investor over the past 10 months, new data shows.” End quote. As before, click the link on this podcast's webpage for list of the funds. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “The Stocks Topping ESG Rankings. And More…” To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let's promote a better post COVID world through ethical and sustainable investing! Contact me if you have any questions. Stay well and healthy—and conscious about the ethical and sustainable values of your investments! Thank you for listening. Talk to you next on March 11. Bye for now. © 2022 Ron Robins, Investing for the Soul.

According to Jeremy Grantham a co-founder of GMO, global warming will be the most important investment issue for the foreseeable future. In this episode Lucas White (Portfolio Manager of the GMO Climate Change Trust) joins David to discuss their Climate Change strategy's origins, as well as its objectives and the opportunities going forward. Lucas and the team at GMO believe that climate change is among the most important investment opportunities facing investors today. Their belief is proving correct, with the fund returning 24.37% p.a. over 3 years (USD) to Nov 2021 compared to the MSCI ACWI's 15.95% p.a. over the same period. Lucas White is the portfolio manager for the Resources and Climate Change Strategies. He is a member of GMO's Focused Equity team and a partner of the firm. Previously at GMO, he was engaged in portfolio management for the Global Equity team, including responsibilities for the Quality, Tactical Opportunities, and U.S. Growth Strategies. Prior to joining GMO in 2006, he worked at Standish Mellon Asset Management and MFS. Mr. White earned his B.A. in Economics and Psychology from Duke University. He is a CFA charterholder.

Revisa nuestra visión de mercados y recomendaciones para diciembre, presentada por José Pablo González Bilbao, analista de Estrategia de BICE Inversiones. En noviembre, los mercados presentaron retornos negativos, arrastrados por una serie de noticias que generaron incertidumbre de manera global. La Reserva Federal de EE.UU. comenzará a reducir de manera gradual su programa de compra de activos. El índice accionario global MSCI ACWI presentó un retroceso de -2.5%. En el ámbito local, el IPSA rentó un 6,5%, mientras que el tipo de cambio llegó a niveles cercanos a los $827. Finalmente, conoce nuestras recomendaciones por tipo de activo.

Tobias Kramer und Christian W. Röhl präsentieren die ultimative Hitparade mit den beliebtesten ETF-Sparplänen im Scalable Broker. Ganz oben in der Anlegergunst rangiert dabei, kaum überraschend, der MSCI World. Doch ist der Welt-Index wirklich das beste Ziel für Eure Sparraten? Wie gefährlich ist der US-IT-Plattform-Klumpen? Gleichzeitig fehlen die Emerging Markets – also doch lieber mit dem MSCI ACWI oder dem FTSE All-World ein komplettes Weltportfolio bespannen? Dazu gibt's einen Vergleich zwischen den ebenfalls sehr populären ESG- und SRI-Indices von MSCI sowie eine brandaktuelle Einordnung zum zeitweise 35%-igen Kurssturz beim Broker-Highflyer Lang & Schwarz.

This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the NASDAQ Composite Index, which is a market capitalization-weighted index of common equities listed on the Nasdaq stock exchange. The index includes all Nasdaq-listed stocks that are not derivatives, preferred shares, funds, exchange-traded funds (ETFs) or debenture securities. Further, this briefing referenced the Russell 1000 Growth Index, which is a market capitalization-weighted index composed of constituents in the Russell 1000 Index with higher price to book ratios and higher forecasted growth rates. Additionally, this briefing referenced the Russell 1000 Value Index, which is a market capitalization-weighted index composed of constituents in the Russell 2000 Index with higher price to book ratios and higher forecasted growth rates. This briefing also referenced the Russell 2000 Index, which is a market capitalization-weighted index of U.S. small cap stocks that consists of the 2,000 smallest publicly traded stocks in the Russell 3000 Index. Additionally, this briefing referenced the MSCI ACWI ex US Index, which is a market capitalization-weighted index that captures large and midcap companies in developed and emerging market countries excluding the U.S. The briefing referenced the MSCI Japan Index, which is a free float-adjusted, market capitalization-weighted index designed to measure the performance of large and midcap equity securities in the equity market of Japan. Finally, this briefing referenced the MSCI China Index, which is a free float-adjusted, market capitalization-weighted index designed to measure the performance of large and midcap equity securities in the Chinese equity market. A-Shares, H-Shares, B-Shares, Red Chips, and P-Chips may be included in the index. An index is unmanaged and not available for direct investment.For important disclosures, please see bosinvest.com/disclosures.

Our weekly updates on the markets and economy released most Wednesdays.Show Notes:This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the NASDAQ Composite Index, which is a market capitalization-weighted index of common equities listed on the Nasdaq stock exchange. The index includes all Nasdaq-listed stocks that are not derivatives, preferred shares, funds, exchange-traded funds (ETFs) or debenture securities. Further, this briefing referenced the Russell 2000 Index, which is a market capitalization-weighted index of U.S. small cap stocks that consists of the 2,000 smallest publicly traded stocks in the Russell 3000 Index. Additionally, this briefing referenced the MSCI China Index, which is a free float-adjusted, market capitalization-weighted index designed to measure the performance of large and midcap equity securities in the Chinese equity market. A-Shares, H-Shares, B-Shares, Red Chips, and P-Chips may be included in the index. Finally, this briefing referenced the MSCI ACWI ex US Index, which is a market capitalization-weighted index that captures large and midcap companies in developed and emerging market countries excluding the U.S. An index is unmanaged and not available for direct investment.For important disclosures, please see bosinvest.com/disclosures.

Deutschlands größtes Verbrauchermagazin, die Stiftung Warentest, stellt in ihrem Angebot "Finanztest" regelmäßig das sogenannte Pantoffelportfolio vor. Wie die Namenswahl bereits andeutet, soll es sich dabei um ein für jeden einfach umsetzbares Wertpapier-Portfolio handeln. Da sich darin auch ETFs befinden und es darauf abzielt, ein weltweit diversifiziertes Portfolio zu sein, haben wir es – und die verschiedenen Varianten davon – etwas genauer angeschaut und analysiert. ➡️ Zum Angebot von Wechselpilot (Erstes Jahr kostenlos mit dem Rabattcode "Finanzfluss"!): https://www.wechselpilot.com/finanzfluss/?utm_source=kooperationen&utm_medium=podcast&utm_campaign=finanzfluss * Ihr erfahrt, was hinter dem Pantoffelportfolio steckt, wie es funktioniert, was es zu beachten gibt und was die Vor- und Nachteile sind. Viel Spaß bei dieser Podcast-Folge!

Alternative Energy Picks and Surprises. Plus… Equinor, Covanta Holdings, Evergy, Ocean Power Technologies, Torchlight Energy Resources Inc., SunHydrogen Inc., Vanguard ESG U.S. Stock ETF, Fidelity Sustainability Bond Index Fund, Calvert US Large-Cap Core Responsible Index Fund, Evoqua Water Technologies Corp., AECOM, BlackRock U.S. Carbon Transition Readiness ETF, BlackRock World ex U.S. Carbon Transition Readiness ETF PODCAST: Alternative Energy Picks and Surprises. Plus… Transcript & Links, Episode 56, April 23, 2021 Hello, Ron Robins here. Welcome to podcast episode 56 published on April 23, titled “Alternative Energy Picks and Surprises. Plus…”— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode’s podcast page located at investingforthesoul.com/podcasts. And Google any terms that are unfamiliar to you. ------------------------------------------------------------- 1. Alternative Energy Picks and Surprises. Plus… In this podcast, we return to alternative energy picks. The first article is titled 3 Alternative Energy Stocks Defying Industry Challenges. It’s by Zacks analyst Aparajita Dutta and is on the Zacks site. As usual, I’ll mention the company name followed by select quotes from Ms. Dutta. “1) Equinor (EQNR) Based in Stavanger, Norway, is one of the premier integrated energy companies in the world… The company is investing actively in renewable energy projects, comprising power generation from solar and wind energy… The company currently holds a Zacks Rank #2 (Buy). 2) Covanta Holdings (CVA) Based in Morristown, NJ, Covanta offers waste and energy solution to its customers by processing the waste and generating energy out of it… The company delivered an average earnings surprise of 267.90% in the last four quarters. The company currently holds a Zacks Rank #2. 3) Evergy (EVRG) Based in Kansas, MI, Evergy provides clean, safe and reliable energy to 1.6 million customers in Kansas and Missouri. It is home to the largest electric vehicle charging network in the United States and has one of the top 10 wind portfolios of electric utilities in the country… The company currently carries a Zacks Rank #3 (Hold).” End quotes. ------------------------------------------------------------- 2. Alternative Energy Picks and Surprises. Plus… Continuing on the theme of alternative energy is Top Penny Stocks To Buy Now? (with a BIG question mark!) 4 Alternative Energy Stocks To Watch by D. Marie. The author isn’t giving outright buy recommendations but as stocks to look at. Each stock offers different perspectives on what you might consider being in the speculative alternative energy space. The article is on pennystocks.com. Again, I’ll mention the company followed by a few quotes by the author on each company. Now, before I begin, some might want to skip the first one as it involves uranium mining! “1) Denison Mines Corp. (NYSE: DNN) Denison is a uranium exploration and development company. Its main project is the Wheeler River Uranium project located in the Athabasca Basin region in Saskatchewan… its stock price has nearly tripled in the last 6 months. 2) Ocean Power Technologies (NASDAQ: OPTT) This company specializes in the development and commercialization of renewable electricity generating systems using ocean waves. 3) Torchlight Energy Resources Inc. (NASDAQ: TRCH) Energy Resources was an oil and gas company. However, it is now working towards meeting regulations to consummate its previously announced business combination with Metamaterial Inc. It develops high-performance materials and nanocomposite products used in things like solar energy and auto applications. 4) SunHydrogen Inc. (OTC: HYSR) The final energy penny stock to watch just saw a massive price increase. SunHydrogen is a solar technology company based in California. It is developing solar-powered nanoparticle systems to act as photosynthesis, to separate hydrogen from water.” End quotes. ------------------------------------------------------------- 3. Alternative Energy Picks and Surprises. Plus… In this next article, I return to ESG ETF recommendations. These are from two analysts -- Paulina Likos and Matt Whittaker -- who wrote an article titled 7 Best Socially Responsible Funds. It was on the Yahoo! Finance site. Again, I’ll first mention the fund’s name followed by quotes from the authors concerning that particular fund. Quote: “1) Vanguard ESG U.S. Stock ETF (ESGV) According to Vanguard, (this) ETF excludes stocks of certain companies that don't meet standards of U.N. global compact principles and companies that don't meet certain diversity criteria. Stefano Safaei, managing director of investments at Wedbush Securities, highlights (a) low expense ratio and impressive performance as attractive features for investors. 2) 1919 Socially Responsible Balanced Fund (SSIAX) Some of the fund's criteria include excluding companies that have significant direct exposure to fossil fuel real assets, investing in companies with fair employment practices and seeking assets that have respect for human rights. 3) Fidelity International Sustainability Index Fund (FNIDX Most of its securities are a part of the MSCI ACWI ex USA ESG Index, a capitalization-weighted index that offers investors exposure to large and midcap companies in developed and emerging markets with high ESG performance. 4) Fidelity Sustainability Bond Index Fund (FNDSX) This Fidelity fund follows the Bloomberg Barclays MSCI U.S. Aggregate ESG Choice Bond Index, which includes investment-grade debt securities. 5) Calvert US Large-Cap Core Responsible Index Fund (CISIX) According to the fund's fact sheet, its holdings had 88% lower fossil fuel reserves, 100% lower tobacco exposure and 83% lower toxic emissions than the Russell 1000. 6) SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) The fund, made up of large-cap U.S. equities, tracks the performance of the S&P 500 Fossil Fuel Free Index. 7) Shelton Green Alpha Fund (NEXTX) … seeks environmentally conscious companies that have demonstrated their ability to manage environmental risk and have above-average growth potential." End quotes. ------------------------------------------------------------- 10 Best Stocks That Will Gain From Biden’s Job and Infrastructure Plan Infrastructure continues to gain interest from ethical and sustainable investors. So, I’ve got one more article here. It’s titled 10 Best Stocks That Will Gain From Biden’s Job and Infrastructure Plan. It’s by Usman Kabir and appeared on Yahoo! Finance. So, I’ll mention the stock and follow it with a few select quotes from Mr. Kabir. Quote, starting with no. 10. 10) Cleveland-Cliffs Inc. (NYSE: CLF) … is an Ohio-based company in the mining and steelmaking business… (and) the largest steelmaker in the country. 9) Quanta Services, Inc. (NYSE: PWR) Quanta Services, Inc. is a Houston-based company that provides infrastructure services for communications, industries, electric power companies and pipeline projects… it is one of the key players in the American market that focuses on modernization of the electrical grid using renewable energy. 8) Vulcan Materials Company (NYSE: VMC) In the US, the firm is the largest producer of construction aggregates, namely gravel, crushed stone, sand, and concrete. 7) American Tower Corporation (REIT) (NYSE: AMT) American Tower Corporation (REIT) is a Boston-based real-estate investment trust that owns and operates mobile phone towers across the world. American Jobs Plan envisions spending more than $100 billion to widen the high speed broadband nest in the country. 6) Applied Materials, Inc. (NASDAQ: AMAT) Applied Materials, Inc. is a California-based firm that supplies equipment, services and software for the manufacturing of semiconductor chips… As broadband occupies a top priority in the American Jobs Plan, the digital acceleration of the economy from high-speed internet is expected to drive the demand for these chips. 5) American Electric Power Company, Inc. (NASDAQ: AEP) American Electric Power Company, Inc. is an Ohio-based electric company meeting the electrical needs of millions of American citizens in more than ten states across the country. President Joe Biden has marked $100 billion to modernize the American electrical infrastructure. 4) Union Pacific Corporation (NYSE: UNP) Union Pacific Corporation is a Nebraska-based railroad holding company. It is one of the largest rail providers in the Western US, posting strong profits that it expects to grow by 31% over the next two years. 3) Evoqua Water Technologies Corp. (NYSE: AQUA) The firm offers capital systems and related recurring services for treating industrial process water, utility water, and wastewater… Evoqua also makes products that filter and separate clean and dirty water. Since the American Jobs Plan envisions the provision of clean water to every American household, the firm could benefit from it. 2) Activision Blizzard, Inc. (NASDAQ: ATVI) … is one of the largest game companies in North America and Europe. US President (Biden) has pushed for increased access to high-speed broadband across the country… The COVID-19 pandemic pushed the stock of the firm higher owing to increased video-game demand. 1) AECOM (NYSE: ACM) … is a California-based American engineering firm. Since infrastructure spending forms the biggest chunk of the American Jobs Plan, the firm will stand to gain a lot from the multitude of new projects that will be initiated by the US government… It also operates an environmental and risk management department for big projects.  ------------------------------------------------------------- 4. Alternative Energy Picks and Surprises. Plus… Now a quick piece of interesting news titled BlackRock Launches Two Carbon Transition ETFs, ‘LCTU’ & ‘LCTD’ by Aaron Neuwirth. Published on etftrends.com. Quote, “The BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and the BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) invest in large- and mid-cap companies. The two funds raised more than $1.5 billion… The day-one investments into the BlackRock U.S. Carbon Transition Readiness ETF make it the largest ETF launch ever.” End quotes. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “Alternative Energy Picks and Surprises. Plus… “ To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let’s promote a better post COVID world through ethical and sustainable investing! Contact me if you have any questions. Stay well and healthy—and conscious about the ethical and sustainable values of your investments! Thank you for listening. Talk to you next on May 7. Bye for now. © 2021 Ron Robins, Investing for the Soul.

Tipo de cambio abre en $720,3, sobre el cierre de ayer con las bolsas operando levemente a la baja, publicándose en Europa resultados corporativos mixtos, mientras que los futuros en EEUU se tornaban negativos tras publicarse las ventas de retail. Las ventas minoristas en EEUU mostraron un rebote de +5,3% respecto al mes previo, superando las estimaciones (+1,1%) e impulsando al dólar a nivel global que se fortalece +0,5%. Ayer el índice que agrupa a todo el mundo desarrollado y emergentes (MSCI ACWI) cerró plano después de 11 días consecutivos de ganancias, bordeando máximos históricos. La tasa del tesoro a 10 años ha tomado protagonismo también luego del fuerte alza en los últimos días, saltando ayer 10 pb y alcanzado hoy 1,33%, su máximo desde febrero del año pasado.

Tipo de cambio abre en $717,5, bajo el cierre de ayer con las bolsas globales mayormente al alza, Europa no muestra cambios relevantes después que el índice que agrupa a todo el mundo desarrollado y emergentes (MSCI ACWI) cumpliera ayer 11 días consecutivos de ganancias, logrando cada día nuevos máximos históricos. Por su parte, EEUU avanza después del feriado por el Día de los Presidentes. El petróleo alcanza nuevos máximos desde enero de 2020 ante la llegada de una ola de frío a Texas que ha afectado el suministro de energía, con generadoras eléctricas, refinerías, oleoductos y puertos con disrupciones. Por su parte, la tasa del bono del tesoro a 10 años sigue avanzando, en máximos en un año, reflejando el mayor apetito por riesgo.

Tipo de cambio abre en $725,5, en línea con el cierre de ayer y las bolsas globales no muestran cambios relevantes, al igual que en los últimos dos días, aunque el índice que agrupa a todo el mundo desarrollado y emergentes (MSCI ACWI) lleva una racha de 9 días consecutivos de ganancias, logrando cada día nuevos máximos históricos

In dieser Episode beschäftige ich mich eingehend mit dem Thema Welt-ETFs. Sie erfahren, was ein Welt-Index genau ist und wie sich die wichtigsten Indizes zusammensetzen. Zudem zeige ich Ihnen, wie Sie mit wenigen ETFs ein hervorragendes Welt-Portfolio zusammenstellen können. Viel Spaß beim Anhören!

Ist der MSCI World in Sachen ETF Sparplan der Heilige Gral? Oder gibt es etwa doch eine sinnvolle, vielleicht sogar bessere Alternative? Senior ETF-Analyst Jan Altmann von justETF und der Finanzwesir Albert Warnecke beantworten diese und viele weitere Fragen zum Thema, die die Teilnehmer*innen bereits vorab und direkt live im justETF Talk gestellt haben. Albert geht ganz praktisch an die Sache ran, hier könnt ihr viele Tipps mitnehmen. Jans persönlicher Rat: Nutzt für die ETF Suche des besten ETF und des besten Sparplanangebots ganz einfach justETF, das führende ETF-Portal in Europa. Hier könnt ihr euch zum nächsten justETF Talk anmelden: ► https://www.justetf.com/link/webinar-talk-lp/webinar-talk-PC?ref=webinar-talk-PC Weiterführende Links zum Thema MSCI World und ETF Sparplan: Findet den besten MSCI World-ETF: ► https://www.justetf.com/link/webinar-talk-msci-world/webinar-talk-PC?ref=webinar-talk-PC Findet das beste Sparplan-Angebot für den MSCI World: ► https://www.justetf.com/link/webinar-msci-world-sparplan/webinar-talk-PC?ref=webinar-talk-PC So baut ihr mit nur einem Welt-ETF ein diversifiziertes Portfolio auf: ► https://www.justetf.com/link/webinar-talk-diversifiziertes-portfolio-bauen/webinar-talk-PC?ref=webinar-talk-PC Vergleicht die zwei Indexanbieter MSCI und FTSE miteinander: ► https://www.justetf.com/link/webinar-talk-welcher-anbieter-index/webinar-talk-PC?ref=webinar-talk-PC Lernt, wie MSCI die Welt einteilt: ► https://www.justetf.com/link/webinar-talk-msci-index-klassifikationen/webinar-talk-PC?ref=webinar-talk-PC Findet die besten ETF Sparplan-Angebot: ► https://www.justetf.com/link/webinar-spv/webinar-talk-PC?ref=webinar-talk-PC

Wer langfristig und breit gestreut in die globalen Märkte investieren möchte und Produkte aus dem Hause Morgan Stanley Capital International (MSCI) bevorzugt, hat mehrere Möglichkeiten. In diesem Beitrag stelle ich Dir die Indizes MSCI World, MSCI Emerging Markets und MSCI ACWI detailliert vor. Natürlich erfährst Du im nachfolgenden Artikel die aus meiner Sicht bestehenden Vor- und Nachteile eines jeden Index. Nach der Lektüre bist Du soweit informiert, dass die Frage, MSCI World und MSCI Emerging Markets oder MSCI ACWI, einfach zu beantworten ist. Ob Du den MSCI World alleine, beziehungsweise in Kombination mit dem MSCI EM wählst, oder Dich für den MSCI ACWI entscheidest, hängt ausschließlich von Deinen persönlichen Präferenzen ab.