Stocks, bonds and funds notched increases in November
The Bottom Line: Stocks, bonds and sustainable mutual funds and ETFs gained in November as well as all selected ESG screened indices across asset classes. Stocks, as measured by the large cap S&P 500 Index, added another 5.6% last month after registering a gain of 8.1% in October Stocks and bonds both notched increases in […]
Stocks gained 8.1% in October, but bonds dropped 1.3% on higher rates
The Bottom Line: The outperformance of selected ESG indices continue to narrow and long-term results are expected to converge and align with their conventional counterparts. Stocks bounced back in October with a gain of 8.1% while bonds gave up 1.3% as interest rates rose Stocks bounced back in October, benefiting from corporate earnings reports that […]
Stocks and bonds register steep declines in September 2022
The Bottom Line: Registering their steepest 2022 declines so far, stocks and bonds dropped 9.21% and 3.48% while ESG indices continued to narrow outperformance spread. Stocks and bonds registered their steepest monthly declines so far this year in September The reality of higher interest rates that are now expected to continue well into 2023 (the […]
The S&P 500 dropped 4.1% in August while equity oriented ESG screened indices underperformed
The Bottom Line: While long-term results continue to support ESG screened benchmarks, the positive spreads posted by these indices relative to conventional benchmarks are shrinking. The S&P 500 dropped 4.1% in August while equity oriented ESG screened indices underperformed The S&P 500 gave up 4.1% in August while bonds, as measured by the Bloomberg US […]
Sustainable stock and bond funds post an average gain of 6.5% in July
The Bottom Line: Stocks and bonds were up while sustainable mutual funds and ETFs posted an average 6.50% total return, led by renewable energy funds. Stocks started the third quarter in better form after the declines suffered in the first half of the year with US stocks adding 9.2% and bonds posting a gain of […]
June stock market results bring on the worst first-half year in more than 50 years
The Bottom Line: Stocks gave up 8.3% while bonds dropped 1.57% and sustainable funds posted an average -6.21% return around a wide range of outcomes. The broad stock market dropped 8.3% and recorded the second worst monthly decline so far this year Against a backdrop of high inflation expectations, rising interest rates, slowing growth and […]
Stocks and bonds recorded gains of 0.39% and 0.27% in May
The Bottom Line: Stocks and bonds eked out gains in May while the relative performance of selected sustainable equity and bond indices trailed conventional benchmarks. The broad stock market, as measured by the S&P 500 Index, briefly traded in bear market territory but managed to eke out a narrow 0.39% gain in May The broad […]
Both stocks and bonds tumble in April 2022
The Bottom Line: Stocks and bonds experienced the worst month so far this year while the relative performance of sustainable equity and bond indices improve. Stocks and bonds suffer through the worst month so far this year Concerns and uncertainties ranging from the Russia-Ukraine conflict, inflation, interest rates, continued labor shortages, supply chain issues, COVID […]