Lauren Taylor Wolfe says it’s just too risky for investors to ignore ESG amid recent pushback

(Click here to subscribe to the Delivering Alpha newsletter.) According to Deloitte, global ESG assets under professional management could be worth $80 trillion by 2024. But this growth in popularity ...

Canyon Partners’ Friedman says the markets can handle a recession and he’s building a shopping list

(Click here to subscribe to the Delivering Alpha newsletter.) Even if the economy faces two quarters of contraction — the traditional definition of a recession — Josh Friedman thinks it’s strong...

Apollo’s head of sustainable investing says we need to speed up the transition toward clean energy

(Click here to subscribe to the Delivering Alpha newsletter.) Geopolitical tensions in Ukraine have had a massive impact on global energy supply chains and prices this year, reminding the world how re...

Lux Capital’s Josh Wolfe on why the buy-the-dip mantra will no longer work

(Click here to subscribe to the new Delivering Alpha newsletter.) Lux Capital invests in emerging science and technology companies, making long-term bets on contrarians in the space. Over two decades,...

Tudor portfolio manager on where she’s finding alpha in the tech sector with rising rates

(Click here to subscribe to the new Delivering Alpha newsletter.) With the prospect of higher interest rates looming, 2022 has already been a tough year for the tech sector. The Invesco QQQ ETF has fa...