Click Here to View Full PDF What’ll it be? Soft Landing, Stagnation, Hard Landing, or Stagflation “History Doesn’t Repeat Itself, but it often Rhymes.” – Mark Twain Overview Stocks recorded their worst first half in more than 50 years, with the S&P 500 plunging 20.6% (see Figure 1, below). However equity valuations have become more […]
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, […]
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 Nowhere to Hide “It’s only when the tide goes out that you learn who has been swimming naked.” Warren Buffet Overview Remember when…The S&P 500 advanced 27% in 2021, at year end the US 10-year Treasury yield was 1.5% and regular gasoline cost $3.28/gallon, and the COVID pandemic was […]
2021 Annual Engagement Review Engagement Overview Click Here to View PDF First Affirmative’s proxy voting record continues to reflect our steadfast support for a just, sustainable economy, but the big news in proxy voting for 2021 is what other investors are doing! Investor support for key environmental, social, and governance (ESG) proposals has been slowly […]
Click Here to View PDF Overview: The past few years have tested the resilience of humanity. This test does not appear to be over, as evidenced by global GDP growth, which has yet to return to pre-pandemic levels. Figure 1. Real US GDP While normalcy has yet to return to most countries globally, it appears […]
Click Here to View PDF Wait! What? Overview Following a 27% gain in 2021, the S&P 500 was 113% above its March 23, 2020, pandemic low and 41% above its pre-pandemic high (see Figure 1 below) at fourth quarter end. As we entered the fourth quarter, we were optimistic that COVID was “under control” and […]
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 […]
Click Here to View PDF Endemic COVID + Higher Inflation = New Normal Overview At third quarter end, the S&P 500 was 93% above its March 23, 2020, pandemic low and 27% above its pre-pandemic high (see Figure 1). As we move through the fourth quarter, COVID is transitioning from pandemic to endemic, inflation is […]
