Latest Research and Perspectives

Fiduciary framework to operationalize Catholic Social Teaching and Pope Leo XIV’s landmark encyclical, Magnifica Humanitas, across global equity portfolios through active shareholder engagement rather than passive divestment.

The case studies featured in this piece reflect a common theme: companies undergoing meaningful change while still being valued according to outdated assumptions.

A robust approach to carbon risk assessment uses mandatory regulatory filings, which are standardized, legally vetted, and more reflective of true risk exposure.

Emerging markets are at the center of a structural shift in global energy and industrial systems. This transition, while supported in some EM countries by climate policy, is increasingly driven by economic strategy, industrial competitiveness, and long-term cost advantage.

For investors, carbon dependency should be understood not as a single environmental issue but as a cluster of financial risks emerging across global markets.

The most recent geopolitical shock is more than a headline. It is a reminder that markets do not operate in a vacuum. In this piece, we reflect on why durable capitalism requires guardrails, from transparent disclosure and consistent regulation to engaged, long-horizon shareholders.

Trust is the invisible infrastructure of economic life. It allows contracts to be enforced, capital to be allocated efficiently, and innovation to flourish. So, what is at risk when that trust deteriorates? This piece examines the implications of eroding trust in public institutions and the alignment among responsible investors, business leaders, and religious leaders in demanding better from our government.

In this paper, we focus on the evolution of EM government policy frameworks, evidence of greater resilience, and approaches to identifying equities at a significant discount to harness alpha-generation.

How unglamorous oligopolies — from Waste Haulers to Custody Banks — became the market's most resilient performers.

2025 marks a turning point in emerging markets, where growing momentum reinforces our positive outlook for investors. In this update to the May 2025 report, we offer a glimpse into how we see the story unfolding into 2026.

This paper demonstrates how in-depth analysis of corporate filings can yield critical insights into pharmaceutical supply chain risks, allowing investors to better evaluate company-specific resilience or susceptibility.

This report details Boston Common's perspective on renewable energy innovation and progress in Texas. While Texas is traditionally associated with oil and gas, it is fast becoming one of the most important renewable energy players in the U.S. despite political opposition.