Remove Leveraged Buyouts Remove Passive Investors Remove Portfolios
article thumbnail

MiB: Jennifer Grancio, Engine No. 1

The Big Picture

She explains why so much of ESG portfolio is misguided — instead of focusing on driving good outcomes, some ESG proponents are more concerned with negative screening. Instead, she wants investors to engage with these companies. Grancio believes that even passive investors should vote their shares.

article thumbnail

Private Credit, Meet “Higher for Longer”

Blackstone

The traditional 60/40 portfolio provided insufficient diversification, as the stock-bond correlation turned positive in October 2022. 3 These conditions have many investors wondering where else they can go. And history tells us that private credit can bring meaningful diversification to portfolios, including the 60/40.