Portfolio Managers’ Brief: July 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
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Portfolio Managers’ Brief: June 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: May 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: April 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: March 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: February 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: December 2022
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Q1 2021 Commentary & Outlook
Within the first few days of 2021, the last vestige of uncertainty from the U.S. presidential election about which party would gain control of the Senate was concluded in two separate run-off rates in Georgia on January 5th, with both Republican incumbents losing to Democratic challengers.  Investors believed a Biden administration would spend lavishly to defeat Covid-19 and help the economy recover and, with the Democrats now in control of the U.S. government, this paved the way for U.S. markets to extend their rally.
How Will The COVID-19 Experience Affect The Idea of Sustainability for Investors?
historically, is meant to cover a range of topics and issues.
For example, in 2015 the United Nations General Assembly set as its Sustainable Development Goals (SDGs) 17 separate goals for attaining and then sustaining a desirable future, which ranged from the elimination of poverty and hunger to establishing gender equality. Only two specifically related to climate and clean energy.
How Will the COVID 19 Experience Affect ESG Investing? – Part 2
There are two foundational themes to the discussion of the merits of ESG (ethical) investing: values and performance. The COVID 19 experience can be expected to impact both of these. For many ESG investors, the impact on performance is likely to be the most interesting, and perhaps the most difficult to predict.
