March Monthly Commentary

Global equities ended the first quarter in the black as ongoing inoculations and fresh fiscal stimulus in the U.S. provided a supportive environment for risk assets. Domestic equities outperformed their global counterparts with the S&P 500 Index increasing 4.4% in … Continued

UUCEF Sells Enbridge Holding

Acting on the recommendation of the UUA Socially Responsible Investing Committee, this month the UUA Investment Committee decided to sell Enbridge Inc. in the UUCEF’s separately managed accounts. Enbridge, an oil and gas pipeline company, is a partial owner of … Continued

February Monthly Commentary

Following the volatile month of January, U.S. equities got off to a strong start in February, bolstered by optimism around ongoing inoculations, improving COVID-19 trends, and the proposed stimulus plan. However, as the weeks progressed, continued upward pressure on interest … Continued

January Monthly Commentary

After a strong start to the year, developed market equities subsequently reversed course, ending January in the red. In the U.S., the S&P 500 Index fell 3.3% in the week ended January 29, pushing the monthly return into negative territory. … Continued

December Monthly Commentary

Global equities ended 2020 with a bang, adding to already sizable gains from earlier months, as positive news around COVID-19 vaccines and a fiscal stimulus plan bolstered sentiment. In the U.S., the S&P 500 Index increased 3.8% in December; small-cap … Continued

November Monthly Commentary

November was a momentous month as investors, emboldened by the results of the U.S. elections and the potential success of multiple COVID-19 vaccines, bid up equities. The twin prospects of a divided government resulting in the likelihood of a diminished … Continued

October Monthly Commentary

Developed market equities faltered in October amid a wave of risk aversion fueled by an uptick in new cases and hospitalization rates for COVID-19 in the U.S. and Europe. Domestic equities posted their second straight month of declines as volatility … Continued

September Monthly Commentary

U.S. equities snapped their winning streak in September, upending five straight months of gains as technology heavyweights came under pressure and the pandemic continued to roil the economy; the S&P 500 Index fell 3.8% last month but ended the third … Continued

UUA Issues Statement on Final 14a8 Rules

The new rules governing the shareholder resolution process announced today by the Securities and Exchange Commission (SEC) provide no benefit to investors. In fact, they will shelter corporate managers from accountability to shareholders. The Commission offered no evidence that shareholder … Continued