By Kaitlyn Mitchell Coming Soon: Proxy Season 2024 In March, As You Sow published their highly anticipated 2024 Proxy Preview, offering an extensive overview of what lies ahead in the upcoming proxy season. This comprehensive report delves into the latest trends and developments in shareholder activism and corporate governance, providing invaluable insights for investors, advocates, […]
By Richard Frankel Overview: View the Full Economic Commentary by Clicking Here.
Don’t React… Anticipate! Overview Following a 24.3% rise in 2023, the S&P 500 advanced 10.6% in the first quarter. By quarter end, the S&P 500 had reached an all-time high, exceeding the January 2022 peak by 10% and the March 2020 COVID low by 135% (see Figure 1). Equity market performance remained highly concentrated in […]
Quo VADIS – Where are you going? By Theresa Gusman Overview The S&P 500 advanced 11.7% in the fourth quarter, cementing a 24.3% rise in 2023. Through most of last year, the S&P 500’s narrow leadership camouflaged the paltry returns of the broader index and punished investors underweight the Artificial Intelligence (AI)-fueled stocks known as […]
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View the Full PDF Here By Richard Frankel Figure 1. Economic Growth and the Composition of GDP This is a snapshot view the full Economic Commentary below. View the Full PDF Here
View the Full PDF Here Corporate profits to decline: Priced in or “the other shoe”? By Theresa Gusman Overview Inflation’s surge to a 40-year high in 2022 let the Fed to an unprecedented series of interest-rate increases, cratering the bond market and sending stocks tumbling. Following a 24.9% decline in the first three quarters 0f […]
Read the entire article here The fossil fuel industry is increasing production for the coming years—and COP26 did not bring about much change on this front. Here’s how to use your stock choices to fight for change.
Listen to the Deep Impact Investing Podcast here In October 2021, Kimberly Griego-Kiel took part in the ESG For Impact! Conference in Colorado Springs. Now back with part two of her ESG for Impact! miniseries, Kim welcomes George Gay, the CEO of First Affirmative Financial Network, and Ebony Perkins, Self-Help Credit Union’s Vice President and […]
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