MFS, one of the investment managers of the UUCEF, recently published a white paper about the market cycle, tendency of many investors to focus on shorter performance horizons, and what investors can do to improve their oversight. Paper by: Carol … Continued
The most recent blog from Christopher Levell, ASA, CFA, CAIA, Partner at NEPC has to do with last weeks market correction. You can read the full story on NEPC’s blog, Taking Stock. Last week saw the S&P 500 Index drop … Continued
Global equities continued their winning streak in the new year. Emerging market stocks maintained their lead—gaining 8.3% in January, according to the MSCI EM Index—bolstered by a weaker US dollar, stronger commodity prices, and sustained economic growth. The S&P 500 … Continued
Climate justice advocates, including the Unitarian Universalist Association, scored a major victory this spring when a majority of ExxonMobil shareholders bucked management and voted to ask the oil giant to report what would happen if the world adhered to the … Continued
Equities rounded out a banner year with additional gains on the back of strong earnings and economic growth. Maintaining their lead, emerging market stocks returned 3.6% in December, according to the MSCI EM index, racking up gains of 37.9% in … Continued
This week at the One Planet Summit in Paris, a new initiative was launched. The Climate Action 100+ Initiative, will drive action on climate change at the world’s largest emitters. Led by some of the world’s leading investor climate advocacy networks, … Continued
As 2017 draws to a close, most investors can look back on the year as one marked by low volatility and high returns. November did little to change this dynamic as global equities continued their relentless march forward. US stocks … Continued
Lately there has been significant discussion about the relative merits of index funds versus active management. Regardless of what you think of each style of investment, the metric for measurement the effectiveness of each should be a full market cycle. … Continued
October 5, 2017 / by Reino Ecklord, Research Consultant and Kelly A. Regan, Senior Consultant Equifax’s data breach that potentially exposed the personal information of 145.5 million Americans has wreaked havoc on the credit bureau’s reputation and its stock price. … Continued
Global equities racked up fresh gains in October amid positive economic signals across the globe. At home, the S&P 500 Index was up 2.3% as unemployment fell to 4.2%, the lowest it’s been since 2001, and third-quarter GDP estimates exceeded … Continued