If you ask us…
As a member of the North American Task Force (NATF) in conjunction with the United Nations Environment Programme Finance Inititative (UNEP-FI) we were pleased to collaborate on a new report that addresses the importance of…
Author Archives: David McMillan
Global Investor Statement on Climate Change
Through our involvement with the United Nations Environment Programme and its Finance Initiative we have been fortunate to participate in a number of different studies that address the importance of economic growth, stability and sustainability…
Quick Post – World’s Largest Windfarm to Open in UK
A childhood friend of mine sent me a link to this article in the Guardian newspaper this week (click here), and it sparked my interest on numerous levels. The first was personal, having grown up…
2010 Investor Summit on Climate Risk – Update
January 14, 2010 – United Nations Headquarters, NY - global financial leaders gathered to address climate risk concerns and how they impact current and future investing decisions. Co-hosts, Ceres has produced a final report on…
Earth Day Guide to Alternative Energy ETF’s
As it’s Earth Day, it only seems fitting to review investment opportunities that can positively impact a cleaner, greener future for the planet, our children and environment we share. One such area that is seeing…
Brazil & Chile Present Investor Opportunity – Part 1
As developed global markets struggle to extract themselves from the ‘great recession’, investor attention is often directed to other parts of the global economy in an effort to find other opportunities. A good amount of…
Shorting the 20yr+ Treasury is this Fund Manager’s Highest Conviction Idea
Click here to read the full interview on Seeking Alpha SeekIng Alpha (SA): In your portfolios currently, how are you allocating among different asset classes? David McMillan (DM): At the beginning of 2009 our biggest…
United Nations – Investor Summit on Climate Risk
On January 14th, Caledonia was proud to be part of a watershed moment in New York at the United Nations headquarters, where institutional investment leaders were present to construct a unified approach to the importance…
2010 Economic Outlook
With 2010 now officially upon us, we turn our attention to what the rest of the year has in store for us. The investment world has been full of surprises over the past 12 months…
ETF Update – International and Emerging Market Government Bonds
ETF’s continue to be an investing favorite due to their simplicity, transparency, intra-day pricing and trading, low cost and tax efficient structure. In the past, we have often been in the position where we have…