Recent Insights

  • Q2 2024
    Amana Mutual Funds Trust, Quarterly Commentary - June 2024

    With 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.

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  • Q2 2024
    Sextant Mutual Funds, Quarterly Commentary - June 2024

    In 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.

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  • Behind the Scenes: A Closer Look at the Amana Participation Fund Investment Process, 2nd Edition
    Saturna Capital, White Papers - June 2024

    In this informational article, we answer some of the more commonly asked questions about the Amana Participation Fund's investment process.

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  • Renewable Energy: Climate Change and the Global Electric System
    From the Yardarm, Saturna Capital - June 2024

    This 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.

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  • Secure Act 2.0 Offers a New Opportunity for 529 Funds
    News & Announcements - June 2024

    The 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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