Recent Insights
Q2 2024
Amana Mutual Funds Trust, Quarterly Commentary - June 2024With generative AI driving stock prices, index returns, and capital expenditures, it makes sense to take a step back and try to come to a view about what’s really happening. What are the opportunities for monetization, and do they justify the vast sums being invested? As long-term investors, we need to balance near-term business and price momentum with long-term prospects.
Continue reading . . .Q2 2024
Sextant Mutual Funds, Quarterly Commentary - June 2024In the final quarter of 2023, signs emerged that the breadth of performance may improve but those hopes were dashed on the rocks of persistent inflation and higher-for-longer interest rates. Expectations for as many as six rate cuts at the start of the year have moderated to the point that we may not see the first reduction until 2025.
Continue reading . . .Behind the Scenes: A Closer Look at the Amana Participation Fund Investment Process, 2nd Edition
Saturna Capital, White Papers - June 2024In this informational article, we answer some of the more commonly asked questions about the Amana Participation Fund's investment process.
Continue reading . . .Renewable Energy: Climate Change and the Global Electric System
From the Yardarm, Saturna Capital - June 2024This is Part One of a three-part series about the transition to a low-carbon economy by way of electrification, one of the most important strategies for reducing global carbon emissions.
Continue reading . . .Secure Act 2.0 Offers a New Opportunity for 529 Funds
News & Announcements - June 2024The SECURE 2.0 Act, which went into effect at the beginning of 2024, allows investors to rollover unused funds from their 529 plan into a Roth IRA without incurring tax penalties.
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