November 2020 market update: Markets rally and ESG indices diverge
The Bottom Line: Markets rallied in November across the board; actively managed sustainable mutual funds outperformed their conventional benchmarks while ESG securities market indices lagged. November market commentary The broad stock market as measured by the S&P 500 rallied strongly in November, gaining 10.95%. The index recorded the best monthly gain since April of the […]
Sustainable small cap value funds rallied strongly in November 2020
The Bottom Line: Sustainable small cap value funds, dominated by an exclusionary approach to sustainable investing, rallied strongly in November with an average 17.7% gain.
Mixed results for sustainable indices in October but longer-term outperformance continues
The Bottom Line: Leading sustainable market indices turn in mixed results relative to their conventional counterparts in October but longer-term results continue to reflect outperformance. [ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”all” ihc_mb_template=”4″ ] [/ihc-hide-content]
Sustainable indices turn in mixed results in October
The Bottom Line: Markets ended lower for the second consecutive month in October while sustainable indices turn in mixed results relative to their conventional counterparts. Markets ended lower for the second consecutive month in October Even as economic data and corporate earnings posted improvements in October, markets ended lower for the second consecutive month as […]
ESG indices outperformed in September
The Bottom Line: Uncertainties chipped away at August’s stock market 7.01% gain with a -3.80% decline in September while ESG indices across the board outperformed. Uncertainties chipped away at August’s 7.01% gain with a -3.80% decline in September Reversing course after August’s 7.01% gain, stocks turned negative in September due to growing concerns about the […]
Sustainable emerging market bond funds experience inflows in July and August 2020
The Bottom Line: Sustainable emerging market bond funds, 21 funds with $20.9 billion in assets, experience inflows in July and August as investors seek income.[ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ] [/ihc-hide-content]
Sustainable funds performance scorecard: August 2020
The Bottom Line: Thematic ETF equity index funds focused on clean energy, low carbon energy and alternative energy posted the best performance results in August. Summary Fueled by government stimulus, Federal Reserve liquidity and near zero interest rates, signs of an economic rebound and hopes for a coronavirus vaccine, the S&P 500 registered a strong […]
Sustainable micro-cap funds post strong 12-month performance results
The Bottom Line: At just three funds, sustainable micro-cap funds are small in number but actively managed growth funds post strong 12-month performance results. [ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”-1″ ] [/ihc-hide-content][ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”” ihc_mb_template=”4″ ][/ihc-hide-content]