A Field Guide to Responsible Investing: Asset Management in the Age of Polycrises
Amy O’Brien

Summary via publisher (Palgrave Macmillan)
For years, responsible investing has been a bewildering precinct in asset management. To many, the idea of aligning your values with your investment portfolio seemed naive. Slowly and steadily, responsible investing morphed from a movement into an industry on course to command $50 trillion in assets by 2025— a third of the capital at work in the markets. And yet responsible investing has remained as difficult to traverse as ever. It’s drawn fire from critics who’ve branded the approach “woke capitalism” whilst more “responsible” generations of investors are poised to marshal trillions of assets of their own into the business – we are at an inflection point.

After the Spike: Population, Progress, and the Case for People
Dean Spears and Michael Geruso
 

Interview with co-author (Spears) via Radio Atlantic
Dean Spears does not want to alarm you. The co-author of After the Spike: Population, Progress, and the Case for People argues that alarmist words such as crisis or urgent will just detract from the cold, hard numbers, which show that in roughly 60 years, the world population could plummet to a size not seen for centuries. Alarmism might also make people tune out, which means they won’t engage with the culturally fraught project of asking people—that is, women—to have more babies. Recently, in the United States and other Western countries, having or not having children is sometimes framed as a political affiliation: You’re either in league with conservative pronatalists, or you’re making the ultimate personal sacrifice to reduce your carbon footprint. In this episode of Radio Atlantic, Spears makes the case for more people. He discusses the population spike over human history and the coming decline, and how to gingerly move the population discussion beyond politics.
 

Bankers’ Trust: How Social Relations Avert Global Financial Collapse
Aditi Sahasrabuddhe
 

Summary via publisher (Cornell U. Press)
In Bankers’ Trust, Aditi Sahasrabuddhe reveals a crucial element behind the resolution of global financial crises: trust between central bank leaders. Central bank cooperation during global financial crises has been anything but consistent. While some crises are arrested with extensive cooperation, others are left to spiral. Going beyond explanations based on state power, interests, or resources, Sahasrabuddhe argues that central bank cooperation—or the lack thereof—often boils down to ties of trust, familiarity, and goodwill between bank leaders. These personal relations influence the likelihood of access to ad hoc, bilateral arrangements with more favorable terms.
 

Fixing Target Date Funds: A Fiduciary Guide to Ameliorating Alarming Deficiencies
Ronald Surz
 

Summary via Amazon.com
In Fixing Target Date Funds, industry expert Ron Surz takes a critical look at the most popular Qualified Default Investment Alternative (QDIA) and explains why today’s Target Date Funds (TDFs) are leaving millions of investors exposed to unnecessary risk. Despite their promise, TDFs often fall short of the theory they say they follow, carrying far more risk at the target date than investors realize, imprudently endangering those near retirement. Surz introduces innovative, patented glidepaths based on academic theories, offering a revolutionary U-shaped approach that ensures safer navigation “to” and “through” retirement. His personalized approach allows TDFs to truly deliver on their promises, prioritizing genuine customization and protecting investors’ futures.
 

How to Invest in Oil: Stories, Insights, & Strategic Recommendations from an Oil Entrepreneur
Rich Tabaka
 

Press release for book via publisher (Forbes Books)
Oil and gas investing has long been a pathway to financial success for those who understand the industry’s unique opportunities. In How to Invest in Oil, entrepreneur and oil industry expert Rich Tabaka shares the knowledge and strategies that took him from an investor to successfully managing his own energy firm. How to Invest in Oil demystifies oil investing, providing clear insights into tax advantages, risk management, and maximizing returns. Tabaka offers a firsthand look at the industry, from evaluating drilling opportunities to understanding the technical aspects of exploration.

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