The markets charted an aggressive course through the third quarter. Following the abrupt sell-off late in the first quarter, the S&P 500 Index quickly recovered in the second quarter and accelerated its ascent through the end of August, then dipped dramatically in early September, rebounding again in the last week of the third quarter.Continue reading . . .
Despite the economic carnage afflicting the global economy since the outbreak of the coronavirus pandemic, by the end of the first quarter, the stock market had already plumbed its greatest depths, with March 23 marking a nadir. Over the course of the second quarter, while not recovering all the lost ground from the February peak, the market roared back...Continue reading . . .
Looking at the 18.54% total return for the S&P 500 through the first half of the year, the 14.49% return for the MSCI EAFE Index (non-US developed world), or the 10.58% gain for the MSCI Emerging Markets ETF, one could be forgiven for believing world economies have entered a Golden Era of buoyant confidence, linear expansion, and wisely benign governance. If only we were so lucky.Continue reading . . .
Prudent investing requires a thoughtful look at the business-related risks underlying any investment. While “risk” has traditionally focused on a number of economic and financial metrics, proactive risk management around environmental, social, and governance (ESG) issues is proving to be critical for successful business operations.Continue reading . . .
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Performance data quoted represents past performance which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized returns current to the most recent month-end can be obtained by visiting Month-end Performance.