Strong performance gains posted in 2021
The Bottom Line: Strong market gains in December accompanied by higher volatility; at the same time, selected sustainable indices continue to outperform in the intermediate-to-long-term. Strong gains in December accompanied by higher volatility Reversing November’s 0.69% decline, the S&P 500 Index gained 4.48% in December as markets quickly recovered in response to news reports from […]
Omicron lands in November and pushes stocks lower
The Bottom Line: The sudden appearance of Omicron pushes most major indices lower while selected ESG indices continue to outperform over the intermediate to long-term. Just about all major indices ended lower in November following the sudden appearance of Omicron The uncertainty introduced by the sudden appearance of the Omicron COVID 19 variant was swiftly […]
S&P 500 and selected sustainable indices recover in October
The Bottom Line: The S&P 500 gained 7.0% and erased September’s -4.7% decline; selected sustainable indices also bounced back with beats from 0.01% to 2.41%. October summary Gaining confidence from strong earnings reports, investors drove stock prices higher in October and the S&P 500 gained 7.0%, erasing last month’s -4.7% decline. Selected sustainable securities market […]
Selected sustainable indices disappoint in September
The Bottom Line: The S&P 500 posted a -4.7% decline in September and selected sustainable securities market indices disappoint but maintain intermediate to long-term outperformance. Summary The S&P 500 posted a decline of -4.7% in September, after recording seven successive monthly gains. Selected sustainable securities market indices disappoint in September while intermediate to long-term results […]
S&P 500 gained 3.04% in August while sustainable funds were mixed
The Bottom Line: Intermediate and long-term investors should be encouraged in the continuing knowledge that ESG investing can be pursued without negatively impacting financial outcomes. August summary: Notching its seventh consecutive monthly gain, the S&P 500 posted a much better than average increase of 3.04% total return Notching its seventh consecutive monthly gain, the S&P […]
US markets rose again in July while foreign markets declined
The Bottom Line: The S&P 500 Index gained 2.38% in July while selected ESG indices outperformed and sustainable funds focused indices turned in mixed results. Stocks moved higher in July after giving up a month-to-date -1.59% on the S&P 500 by July 19th due to inflation concerns. Still, stocks managed to rebound over the last […]
US markets rose in June and sustainable stock indices bounced back
The Bottom Line: S&P 500 Index records fifth consecutive monthly gain while sustainable stock indices bounced back in June to eclipse their conventional counterparts. Fears of inflation and the end of Fed stimulus failed to halt another rise in the S&P 500 Index, which recorded a fifth consecutive monthly increase with a gain of 2.3% […]
Markets in May post modestly higher total returns but ESG indices lag
The Bottom Line: S&P 500 took a breather in May, adding 70 bps after registering three-strong successive monthly gains while ESG indices, in general, lagged. S&P 500 added 70 bps in May following three-strong successive monthly gains while ESG indices, in general, lagged The gradual reopening of many economies on the heels of the ongoing […]