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

UUA Adopts Business Resolution on Human Rights Investing

At its 2020 virtual General Assembly, the UUA adopted a Business Resolution on Embodying Human Rights in Our Investment Decisions. Ninety-five percent of delegates voted for the resolution, which was sponsored by a wide range of UU social justice organizations … Continued

August Monthly Commentary

Equities continued their winning streak in August—marking the fifth straight month of gains—amid improving investor sentiment bolstered by ongoing stimulus, better than expected quarterly earnings, and optimism around a vaccine. In the US, the S&P 500 Index returned 7.2%, gaining … Continued

July Monthly Commentary

The S&P 500 Index was up for the fourth straight month, increasing 5.6% in July; the gains pushed the index into positive territory with a year-to-date returns of 2.4%. This confidence comes despite a record spike in infection rates in … Continued

UUCEF Statement on Continuing Social Injustice

During the virtual UUA General Assembly in June 2020, Investment Committee member Ken Redd delivered the following statement on behalf of the Investment and Socially Responsible Investing Committees to open our workshop on Mobilizing Investments to Advance UU Values. Slides … Continued