October Monthly Commentary

Investors embraced risk assets in October amid more accommodative monetary policies from the Federal Reserve and the European Central Bank, and renewed optimism around the outcomes of Brexit, and the trade war between the United States and China. In equities, … Continued

September Monthly Commentary

Risk assets were in the black in September following a challenging summer marked by an escalating trade war between the United States and China, and sluggish economic growth. Global equities rallied as central banks in the US and Europe eased … Continued

August Monthly Commentary

Equity markets lagged in August as trade tensions between the US and China resurfaced and investors fretted over slowing global economic growth. The S&P 500 Index declined 1.6% last month as the US manufacturing sector grew at its slowest pace … Continued

July Monthly Commentary

Most asset classes recorded modest returns in July on the heels of stellar performance in the first half of the year. Domestic equities outperformed with gains of 1.4%—bringing year-to-date returns to 20.2%—as the S&P 500 Index hit a record high … Continued

June Monthly Commentary

Reversing their sharp declines from a month earlier, equities posted strong gains in June on the back of a more accommodative pivot from global central banks responding to muted inflation, ongoing trade concerns and weakening economic data. The S&P 500 … Continued

Andrew McGeorge Appointed UUA Chief Financial Officer

Andrew McGeorge will join the staff as the Association’s new Chief Financial Officer (CFO). Andrew succeeds Tim Brennan who is stepping down after thirteen years as Treasurer/CFO. Tim plans to continue to work in the field of socially responsible investing as a … Continued

Votes of No-Confidence in ExxonMobil’s Climate Leadership

Before entering ExxonMobil’s annual meeting in Dallas last week, shareholders had to pass local activists holding a 100-foot-long banner with the message “Climate Crisis: #ExxonKnew—Make Them Pay.” I attended the meeting for the fourth year in a row and was not … Continued

May Monthly Commentary

It appears markets were ready to take off for the summer as the “sell in May and go away” adage took effect. Equities declined across the board amid renewed concerns around US trade policy. The S&P 500 Index came off … Continued