M Id Investing. Investing used to reinforce the idea of shareholder primacy today sustainable investing is helping enable the transition toward stakeholder capitalism Sustainable investors are having a moredirect impact by ramping up what we call “active ownership” activitiesdirectly engaging with companies on sustainability issues proposing shareholder resolutions and.

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Investment takeaways With the economic expansion likely at midcycle we generally favor equities and credit which historically have tended to do well in this environment In equities we focus on companies positioned to benefit from secular disruptions in technology geopolitics and sustainability In credit we are selective with a focus on housingrelated.

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