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
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
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
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
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
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
In a letter, the Unitarian Universalist Association affirmed that it is “freely exercising its faith and beliefs and well within its protected free speech rights” by investing the Common Endowment Fund with climate justice goals.
Stocks enjoyed another month of gains in September as positive economic momentum fueled the bull market. U.S. stocks finished September up 2.1% with growth outperforming value by 1.4%. Small-cap stocks eked out gains of 0.7% for the month, lagging their … Continued
UUCEF often gets questions on the performance pages presented at the Quarterly Investor Meetings. There are three common ones that we’ll address in this post. If you don’t see your question here, visit the Contact page in the About menu … Continued
August was a tale of two capital markets. The first half of the month saw the return of volatility, with a sell-off in global equities and a flight-to-quality in rates triggered by some softness in U.S. economic data and central … Continued