Markets rose in April while sustainable fund indices outperformed
The Bottom Line: Markets rose in April as economic activity and corporate earnings rebounded; ESG securities market indices diverged while sustainable mutual fund indices outperformed. Market Summary “¢ Economic activity in the US rebounded strongly, fueling first quarter corporate earnings that beat analyst expectations, both in number and magnitude, and was on track to set… Continue reading about Markets rose in April while sustainable fund indices outperformed
S&P 500 gained 4.38% in March while some sustainable indices posted excess returns
The Bottom Line: S&P 500 was up 4.38% in March while three of four sustainable securities-oriented indices posted excess returns and two fund indices outperformed. S&P 500 expanded previous month’s gain to record a 4.38% increase in March while three of four sustainable securities-oriented indices post excess returns After giving up the 2.4% gain recorded… Continue reading about S&P 500 gained 4.38% in March while some sustainable indices posted excess returns
S&P 500 gained 2.76% in February while active sustainable fund managers prevailed
The Bottom Line: With some volatility during the month, the S&P 500 gained 2.76% in February while active sustainable fund managers beat comparative conventional indices. With some volatility during the month, S&P gains 2.76% in February while active sustainable fund managers beat comparative conventional indices Government spending, aggressive monetary policy, low interest rates, coronavirus optimism… Continue reading about S&P 500 gained 2.76% in February while active sustainable fund managers prevailed
Sustainable (ESG-oriented) securities indices regained their leadership in January
The Bottom Line: US stocks declined 1.0% in January while sustainable (ESG-oriented) securities market indices regained leadership but actively managed sustainable funds turned mixed results. During a month when US stocks declined 1.0%, sustainable (ESG-oriented) securities market indices regain their leadership in January and outperform their conventional counterparts[1] Stocks in January posted a decline of… Continue reading about Sustainable (ESG-oriented) securities indices regained their leadership in January
December 2020 market commentary: Active sustainable fund managers prevailed
The Bottom Line: The S&P 500 Index, which gained 18.4% in 2020, added 3.84% in December while sustainable fund managers prevailed in equities and bonds. The S&P 500 which gained 18.4% in 2020, added 3.84% in December while active sustainable fund managers prevailed The S&P 500, which was down as much as 33.93% between February… Continue reading about December 2020 market commentary: Active sustainable fund managers prevailed
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… Continue reading about November 2020 market update: Markets rally and ESG indices diverge
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]