S&P 500 gained 4.38% in March while some sustainable indices posted excess returns
The Bottom Line: S&P 500 was up 4.38% in March while three of four sustainable securities-oriented indices posted excess returns and two fund indices outperformed. S&P 500 expanded previous month’s gain to record a 4.38% increase in March while three of four sustainable securities-oriented indices post excess returns After giving up the 2.4% gain […]
S&P 500 gained 2.76% in February while active sustainable fund managers prevailed
The Bottom Line: With some volatility during the month, the S&P 500 gained 2.76% in February while active sustainable fund managers beat comparative conventional indices. With some volatility during the month, S&P gains 2.76% in February while active sustainable fund managers beat comparative conventional indices Government spending, aggressive monetary policy, low interest rates, coronavirus optimism […]
December 2020 market commentary: Active sustainable fund managers prevailed
The Bottom Line: The S&P 500 Index, which gained 18.4% in 2020, added 3.84% in December while sustainable fund managers prevailed in equities and bonds. The S&P 500 which gained 18.4% in 2020, added 3.84% in December while active sustainable fund managers prevailed The S&P 500, which was down as much as 33.93% between […]
November 2020 market update: Markets rally and ESG indices diverge
The Bottom Line: Markets rallied in November across the board; actively managed sustainable mutual funds outperformed their conventional benchmarks while ESG securities market indices lagged. November market commentary The broad stock market as measured by the S&P 500 rallied strongly in November, gaining 10.95%. The index recorded the best monthly gain since April of the […]
Sustainable small cap value funds rallied strongly in November 2020
The Bottom Line: Sustainable small cap value funds, dominated by an exclusionary approach to sustainable investing, rallied strongly in November with an average 17.7% gain.
Mixed results for sustainable indices in October but longer-term outperformance continues
The Bottom Line: Leading sustainable market indices turn in mixed results relative to their conventional counterparts in October but longer-term results continue to reflect outperformance.
Sustainable indices turn in mixed results in October
The Bottom Line: Markets ended lower for the second consecutive month in October while sustainable indices turn in mixed results relative to their conventional counterparts. Markets ended lower for the second consecutive month in October Even as economic data and corporate earnings posted improvements in October, markets ended lower for the second consecutive month as […]
ESG indices outperformed in September
The Bottom Line: Uncertainties chipped away at August’s stock market 7.01% gain with a -3.80% decline in September while ESG indices across the board outperformed. Uncertainties chipped away at August’s 7.01% gain with a -3.80% decline in September Reversing course after August’s 7.01% gain, stocks turned negative in September due to growing concerns about the […]