Economic Overview – Q2 2025
Economic Commentary Q2 2025 Final draftDownloadWasmer Schroeder Quarterly Bond Market Overview 2Q 2025
2Q 2025 Wasmer Schroeder_ Quarterly Bond Market OverviewDownloadGeorge Gay Honored with 2025 Joan Bavaria Award
To commemorate this achievement, we are sharing the award submission article (below) that showcases the extraordinary qualities that distinguish George as a remarkable leader in the field of values-aligned finance. Press Release Here: US SIF & Trillium Asset Management announce George Gay as winner of the 2025 Joan Bavaria Award George Gay An Innovator and [...]First Affirmative’s 2024 Shareholder Advocacy Webinar Replay: Making Your Investments Count
First Affirmative's 2024 Shareholder Advocacy Webinar Replay Making Your Investments Count (4)Download
Empowering Generational Wealth Transfer Through Values-Driven Investment Strategies
Read the Full Article Here. As the Silent Generation and Baby Boomers approach the stage of life where wealth transfer becomes imperative, it is essential to focus on wealth preservation while bearing in mind your heirs’ interest in values-aligned investing. By 2029, Millennials are expected to propel the impact investing market to an extraordinary $1.3 [...]
Market Commentary – Q1 2025
By Theresa Gusman The Future is not what it used to be1 Overview Over the past two years, the US equity market enjoyed a long, steady march higher, with the S&P 500 climbing 25% in 2024 following a 26% gain in 2023. In stark contrast, 2025’s year-to-date period has been a rollercoaster. The [...]
Economic Overview – Q1 2025
By Rich Frankel Section Overview Section 1: US Gross Domestic Product Before Entering the discussion of US GDP, it should be noted that the most recent release from the United States Bureau of Economic Analysis states that in 4Q2024, the growth rate for US GDP is 2.4% from the previous quarter. While this is below […]
Wasmer Schroeder Quarterly Bond Market Overview 1Q 2025
Reimagining Global Trade (and the Volatility That Goes Along with It) By John Majoros, Senior Portfolio Manager and Head of Taxable Strategies This year started with much promise. The new administration's focus on business and growth overshadowed the background talk of tariffs and trade wars and the implications for inflation and economic growth. Fast forward [...]
Advocacy and Impact – Q1 2025
Shifts in Engagement and Dialogue Calls In 2025, corporate engagement is adapting to a changing regulatory and political landscape. With a new administration in office, companies are demonstrating caution in making firm commitments during dialogue calls, a shift likely influenced by evolving priorities and uncertainties around policy direction. While many organizations reaffirm their commitment to […]
