One of the (very few) benefits of being in the business of capital markets and investing across more than three decades is the ability to quickly recognize the similarity of an event to something in the past. Or, in the case of this past week, the lack of similarity....
In one of the first material tactical adjustments we found necessary to make in 2021, we have significantly reduced our exposure to Emerging Market equities across our ETF-based portfolios. We did not make a commensurate adjustment in our ESG series portfolios, and...
Conscious Capital Perspectives | April Portfolio Update It has been just over a year since stocks around the world began to recover from the pandemic-driven sell off. Stocks in the US found their bottom around March 23, 2020. Since then, returns have been...
FEBRUARY-MARCH 2021 PORTFOLIO UPDATE Equity markets around the globe were on edge as February came to a close. The technology-laden NASDAQ fell nearly 7% from an all-time high on February 12th. The weakness in equity prices came despite very accommodative comments...
JANUARY – FEBRUARY 2021 PORTFOLIO UPDATE Put simply, we found ourselves intrigued by capital market behavior in January. After robust equity market gains towards the end of 2020, particularly in US stocks, some pull-back was justified. Higher interest...
