February Monthly Commentary

In another noisy month for markets, a flurry of headlines around potential policy changes from the Trump Administration fueled widespread uncertainty, weighing down sentiment and reigniting concerns around economic growth. As a result, U.S. equities underperformed their global counterparts and … Continued

Investment Guidelines of the Common Endowment Fund

On our February 25 Quarterly Investor Call, we received several questions from Congregations regarding the investment guidelines of the Common Endowment Fund (CEF’s)– notably around weapons, human rights and energy. As mentioned on the call, we promised a follow-up post … Continued

January Monthly Commentary

Markets began the year on a rocky note but ended the month in the black across most major indexes. During this period, U.S. equities were up 2.8% with value stocks leading the way. Growth and AI-related stocks stumbled on the … Continued

December Monthly Commentary

Markets ended the year with a whimper in December as post-election euphoria waned in the United States. Domestic equities finished the month down 2.4% with value stocks bearing the brunt of the losses with declines of 6.8%; meanwhile, growth stocks … Continued

November Monthly Commentary

Following the U.S. elections, markets were quick to digest a mix of higher growth but potentially inflationary policies around tariffs, taxes, immigration and deregulation. In response, U.S. equities significantly outperformed in November with small-cap stocks leading the charge in anticipation … Continued

October Monthly Commentary

Global markets were spooked in October as nearly all major stock and bond indexes ended the month in the red. During this period, the S&P 500 was down 0.9% with smaller-cap equities underperforming amid declines of 1.4% in the Russell … Continued

UUA Welcomes Three New Investment Committee Members

UUA welcomed three new investment committee members this year, bringing diverse perspectives and experience to the Committee and oversight of the Common Endowment Fund.  Amrita Sankar is an MIT and Dartmouth schooled leader in Bain Capital’s Environmental, Social and Governance team, … Continued