Abrupt Shift in Sentiment Also Impacts Sustainable Equity Funds in October
October Summary An abrupt shift in sentiment and momentum moved the S&P 500 Index down -6.84% in October to register not only its third loss so far this year but also the biggest monthly decline since September 2011. During the same interval, the Sustainable (SUSTAIN) Large Cap Equity Fund Index posted a drop of -7.0%. […]
The SUSTAIN Equity Fund Index Gained 0.27% in September but Lags S&P 500
Summary The S&P 500 Index eked out a narrow gain of 0.57% in September even as US stock markets reached all-time new highs. For the quarter, the index is up a strong 7.71%. On the other hand, investment-grade intermediate bonds closed the month lower, posting negative results of -0.66%. As measured by the Bloomberg Barclays US […]
Monthly Sustainable Portfolios Performance Summary: August 2018
Summary Economic growth momentum and a sturdy fundamental backdrop of strong corporate earnings, low unemployment and contained inflation overcame a number of challenges to bolster stock results in the US. The Federal Reserve also fueled momentum, with news that it remains accommodative on the monetary policy front. Interest rates are being lifted slowly and predictably […]
SUSTAIN Equity Fund Index Up 2.79% in August 2018, Lagging S&P 500 by 47 BPS
Summary Market Summary: Economic growth momentum and a sturdy fundamental backdrop of strong corporate earnings, low unemployment and contained inflation overcame a number of challenges to bolster stock results in the US. The Federal Reserve also fueled momentum, with news that it remains accommodative on the monetary policy front. Interest rates are being lifted slowly […]
Monthly Sustainable Portfolios Performance Summary: July 2018
Summary S&P 500 Index recorded best gain since January, up 3.72%, while bonds posted an increase of 0.02%; SUSTAIN Large Cap Equity Fund Index and the SUSTAIN Bond Fund Indicator outperformed, up 3.93% and 0.06%, respectively. Strong corporate earnings combined with the anticipation of robust economic growth in the second quarter lifted share prices pushed […]
SUSTAIN Large Cap Equity Fund Index Up 3.93% in July 2018, Leading S&P 500 by 21 bps
Summary Market Summary: S&P 500 records best gain since January, up 3.72% as strong corporate earnings combined with the anticipation of robust economic growth in the second quarter lifted share prices pushed aside for now domestic political and geopolitical uncertainties, global trade war tensions as well as some potential domestic economic headwinds. SUSTAIN Equity Fund […]
SUSTAIN Large Cap Equity Fund Index Up 0.90% in June, Leading S&P 500 Index by 28 BPS
Summary • June stock and bond market performance alternated as shifting sentiments guided by strong economic growth prospects and positive geopolitical news gave way to interest rate worries and increasing concerns over a looming trade war. • The SUSTAIN Equity Fund Index posted an increase of 0.90% in June while the SUSTAIN Bond Fund Indicator […]
Monthly Sustainable Portfolios Performance Summary: May 2018
Summary U.S. Stocks as well as investment-grade bonds delivered positive results in May; small capitalization stocks in general and growth stocks in particular led the pack The SUSTAIN Equity Fund Index gained 1.35% but lagged behind the S&P 500 Index by almost 1.1%; sustainable bond funds gained 0.62% and posted the best monthly performance results […]