Blog
Thank you for visiting Portfolio 21 Investments' blog. We hope to provide you with the latest goings-on inside our company and some insight on our latest projects. We welcome your feedback.
Simplicity in a Complex World
While attending the CFA Conference… in Chicago a couple of weeks ago, I got to listen to one of my favorite financial voices, James Montier of GMO. In a conference heavy on academic presentations, it was refreshing to hear an investing practitioner hold forth. Presenting his white paper, “The Flaws
Valuing Natural Capital in the Urban Environment
We here in Portland, Oregon have a reputation for being a little different. Maybe not quite as different as we’re depicted in “Portlandia,” but we do tend to think “green” a bit more than the mainstream. However, you may be surprised how many cities are considering natural capital investments as…
Gulf Coast, 2 Years After Deepwater Horizon
New Orleans, Louisiana is, hands down, my favorite U.S. city. I have visited this city more times than I can count and I just returned from a week in the Big Easy. The city is seemingly vibrant and rebuilding itself from the destruction of Katrina and the subsequent failure of…
The Efficient Frontier?
Investors were once able to diversify portfolios by adding emerging market stocks to the mix. However, emerging stock markets have been trading more or less in lock step with developed stock markets over the latest global economic cycle. The correlation of the MSCI World Equity Index and the MSCI Emerging…
