Macro Update: The 10 Year Goes to the Moon

Moon in a reddish sky above a trees

Jessica Skolnick, CFA, Director of Investments Adam Bernstein, ESG/IMPACT Analyst Our macro updates are usually focused on the “will they or won’t they?” decisions of the Federal Reserve and the market and economic impacts of those decisions. With no FOMC meeting on the calendar for August, this month we will focus on the recent volatility…

Read full article

ESG: Product vs. Process

Photo composite of person typing on laptop with an overlay of a global map

When evaluating ESG portfolios, a very important question to ask is if ESG data is being used as a process of evaluation, or is it being sold as a product?  ESG as a product refers to the data that companies like MSCI, Sustainalytics, and Thomson Reuters put out.  These data products overweight high-scoring companies and…

Read full article

Q2 2023 Market Commentary: The Jenga Market

Jenga puzzle resting on top of table

Jessica Skolnick, CFA, Director of Investments Adam Bernstein, ESG Analyst Macro Update As we wrap up the first half of 2023, we are astonished by and skeptical of the relentless rally in risk assets against a backdrop of escalating risks and near catastrophes. It reminds us of a Jenga tower in the late stages of…

Read full article

Featured Reports

Meet with an Advisor