October 2021 Commentary & Performance Review
In this month’s commentary, we discuss North American equity markets back to all-time highs, PayPal backing away from a Pinterest acquisition, The world’s (new) most valuable company and more…
Market and Investment Insights
COP26: Keeping Climate Issues on the Front Burner
“Investors today aren’t just investing for performance; they also want the ability to make an impact beyond returns that aligns with their personal values.” Check out the latest article in WP where Brent Vandermeer talks about Socially Responsible Investing (SRI) AKA Environmental, Social and Governance (ESG), and the upcoming COP26 conference – an annual summit aimed at accelerating progress towards Paris Agreement emissions targets.
September 2021 Commentary & Performance Review
Nearly all financial assets traded down during the month, outside of energy‐related equities and commodities. A slowing Chinese economy, potential U.S. domestic policy errors, and stagflation fears dominated headlines…
August 2021 Commentary & Performance Review
Global risk appetite improved, with stock markets rising while commodity and fixed income markets declined. Although the Delta variant is slowing the reopening in some regions, companies continued to raise…
July 2021 Commentary & Performance Review
Jeff Bezos, who founded Amazon in 1994 as an online bookstore, has left the position of CEO after amassing a nearly $200 billion fortune. Bezos will continue to serve on the board of directors while also…