Part 2 of 2
As bonds suffer the worst quarter in more than four decades we are exploring one of the fastest-growing segments in the fixed income markets where demand is still accelerating. It’s in ESG, environmental, social, and governance standards being applied to corporate and government bond issuers and specific issues themselves.
In part 2 of our interview with industry pioneer Steve Liberatore, we explore both ESG fixed income investing, as well as the relatively new area of impact investing where bond proceeds are directed to a specific project or goal and the results are measurable.
In the previous episode about the state of the bond market in general, still very timely, you’ll know that Liberatore is the lead portfolio manager and head of ESG/impact for global fixed income at Nuveen, the investment arm of TIAA and a pioneer in the field.
Liberatore will give us an update on socially responsible fixed income investing as well as a fascinating lesson on how impact investing works and the unusual opportunities in it.
WEALTHTRACK Episode #1840 broadcast on April 01, 2022
Listen to the audio-only version here:
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STEPHEN LIBERATORE
- Lead Portfolio Manager, TIAA-CREF Core Impact Bond Fund
- Lead Portfolio Manager & Head of ESG / Impact – Global Fixed Income, Nuveen
LEARN MORE…
LEADING IMPACT INVESTING SOURCES
In this week’s interview, impact bond pioneer Steve Liberatore mentions a number of organizations and initiatives involved with the United Nations’ Sustainable Development Goals (SDGs). We have provided links to all of them for further research.
ACTION POINT
READ TWO EXCELLENT BUT LESSER-KNOWN BOOKS ABOUT THE DAUNTING CHALLENGES CHURCHILL FACED UPON BECOMING PRIME MINISTER IN 1940
- Five Days in London: May 1940, By John Lukacs
- Citizens of London: The Americans Who Stood with Britain in Its Darkest, Finest Hour, By Lynne Olson
BOOKSHELF
ONE INVESTMENT
POWERFUL INVESTMENT
Invest in renewable Energy
- Variety of opportunities
- Direct investment in solar, geothermal, or wind projects
- Invest in asset-backed securities such as loans to people buying solar panels for their homes
ARCHIVES
Stephen Liberatore from the WEALTHTRACK Archives:
WEB EXTRA
SUSTAINABLE DEVELOPMENT GOALS
In 2015, 193 member states of the United Nations agreed to 17 Sustainable Development Goals (SDGs) to achieve sustainable growth and development globally by 2030. They are big, idealistic goals such as “no poverty and “zero hunger.” How effective has the widespread adoption of these goals been? ESG and impact investing pioneer Steve Liberatore shares his assessment.
