Recent Insights
Q1 2023
Sextant Mutual Funds, Quarterly Commentary - March 2023The New Year kicked off with an ebullient rush back into assets as equities, corporate debt, and Treasurys all caught a bid. In many ways, it looked like the S&P 500 rally that began in mid-October was set to continue after a brief pause for tax-loss selling in December. Buoying the narrative were a series of positive data points that suggested that the Federal Reserve was winning its war on inflation.
Continue reading . . .Sustainable and Impact Investing: Hot Topics in ESG and Sustainable Investing
Webinars, Sustainable Webinar - March 2023Join Patrick Drum from Saturna Capital, Erin Gray from Green Century Funds, and Emily Lee from Impax Asset Management as they engage in lively discussion on climate and biodiversity issues, DOL & SEC rule updates, practice management tips, and more.
Continue reading . . .Dan Kim joins Saturna as Senior Investment Analyst
News & Announcements - March 2023Saturna Capital Corporation, manager of the Amana, Saturna Sustainable, and Sextant Mutual Funds, has hired Dan Kim, CFA® as their newest senior investment analyst.
Continue reading . . .Islamic Finance: What Can We Learn from the Other One Percent?
From the Yardarm - February 2023Recently, sustainability-related investment trends have come into the political spotlight, leading to heightened regulatory attention. As the financial industry tries to address these challenges, it may be timely to look to other financial frameworks. One such framework represents approximately 1% of global financial assets, and it could offer valued guidance for the ever evolving financial industry, particularly as it relates to the broad sustainability community: Islamic finance.
Continue reading . . .The Midterm Effect
From the Yardarm - February 2023Every four years we arrive upon a phenomenon with an unblemished multi-decade record of calling the market over the next year – the Midterm Effect. Between 1945 and 2007, the calendar year return of the S&P 500 was positive in 16 out of 16 of the years following a midterm election, correlating to the third year of presidential terms. The winning streak continued in 2011, 2015, and 2019. There is valid reason to believe that something is different about the year following midterm elections.
Continue reading . . .