Click Here to View Full PDF Proxy Season 2022 Yields Two Majority Votes First Affirmative filed nine proposals this year, and we are pleased to report significant outcomes. Of the four proposals that went to a shareholder vote, two achieved majority support and two garnered over 30%. We were also able to withdraw three proposals […]
Click Here to View Full PDF GDP Returns to Trend, Surging Inflation, Open Jobs, and Consumer Confidence Wanes Summary: GDP had recovered from the COVID pandemic. However, current indicators – consumer confidence, surging interest rates, hiring slowdowns – may presage a recession. Watch out for high inflation and its effects on a generation that has […]
We Wish We Had Better News By: Thomas N. Richmond Jr., Co-Head of Wasmer Shroeder Taxable Bond Strategies When the best thing to be said about the second quarter of this year is that it wasn’t as bad as the same period in 2020, when lockdowns due to COVID-19 were in full effect and the […]
Listen on Apple Podcasts The Weighing Machine with Rusty Vannemann, CFA CMT Environmental, Social, and Governance (ESG) investing has grown in popularity as people become more aware of sustainable and responsible investing. Investors are increasingly interested in companies that are offering values-aligned investing and want to incorporate socially responsible investing into their portfolios. In this episode, […]
By Will Kenton, Investopedia View The Full Article & Its Sources Here What is a Proxy Vote? The term proxy vote refers to a ballot cast by a single person or firm on behalf of a corporation’s shareholder who may not be able to attend a shareholder meeting, or who may not choose to vote on […]
Click Here to View Full PDF The Stars Align for a Blockbuster Proxy Season We are delighted to report that concerns that a new SEC rule designed to restrict shareholder proposals on ESG issues have been overshadowed by overwhelming evidence that efforts to restrict the shareholder voice have backfired. A changed landscape at the Securities […]
Click Here to View Full PDF Overview: High Inflation, Economic Slowdown, and Dissatisfied Workers As shown in the figure 1 chart below, US GDP is steadily returning to pre-COVID levels. Many industries are recovering from the impact of COVID, which shows that we are “coming back” from COVID-related dislocations – to some degree. There are, […]
Fortunately, We’ve Still Got Seven and a Half More Years… By: Thomas N. Richmond Jr., Co-Head of Wasmer Shroeder Taxable Bond Strategies As human beings we like to categorize things neatly, and we certainly like to sum up specific periods of time, like decades, in a word or two for ease of memory and historical […]
GFANZ Glasgow Financial Alliance for Net Zero reports? Capital committed to net zero now at over $130 trillion, up from $5 trillion when the UK and Italy assumed COP26 Presidency Today, through the Glasgow Financial Alliance for Net Zero (GFANZ), over $130 trillion of private capital is committed to transforming the economy for net zero.1 […]
ESG investing continued to soar in 2021. The government could boost it even more It’s a sign of how sustainable investing isn’t just for the morally motivated anymore—it makes financial sense, too. Faced with the ongoing calamity of climate change, both seasoned investors and those new to the market are increasingly embracing funds with more […]
