Click Here to View Full PDF 2022 Annual Engagement Review Engagement Overview The Limits of Graphing ESG Although our engagement priorities pie chart looks “perfect”, take it with a grain of salt! Those perfectly straight lines and simple categories help to give a snapshot of where our priorities lie in a given year, but it […]
Click Here to View Full PDF Summary: Figure 1. National Bureau of Economic Research – Six Determinates of Recession, 2019-2022
… and Make Sure Your Seat Belt is Securely Fastened By: Thomas N. Richmond Jr., Co-Head of Taxable SMA Strategies, Senior Portfolio Manager In a word, investing in 2022 was bleak. The bond market was not spared in the carnage, as a toxic mixture of generationally high inflation and monetary policy tightening in response caused […]
Click Here to View Full PDF Preparing for the Next Advocacy Chapter: An Update from the ESG for Impact! Conference First Affirmative Financial Network hosted the 2022 ESG for Impact! Conference, an advisor focused summit that attracts advisors and managers from across the country and Canada. Our audience has a common goal: to serve clients […]
Click Here to View Full PDF Summary: Figure 1. Inflation
It Ain’t Easy Being Jay Powell By: Thomas N. Richmond Jr., Co-Head of Wasmer Shroeder Taxable Bond Strategies If professional athletes carry the weight of the fans and cities on their shoulders while playing their chosen sports, earning both high praise and abject derision based on their actions on the court or the field, imagine […]
Click Here to View Full PDF Proxy Season 2022 Yields Two Majority Votes First Affirmative filed nine proposals this year, and we are pleased to report significant outcomes. Of the four proposals that went to a shareholder vote, two achieved majority support and two garnered over 30%. We were also able to withdraw three proposals […]
Click Here to View Full PDF GDP Returns to Trend, Surging Inflation, Open Jobs, and Consumer Confidence Wanes Summary: GDP had recovered from the COVID pandemic. However, current indicators – consumer confidence, surging interest rates, hiring slowdowns – may presage a recession. Watch out for high inflation and its effects on a generation that has […]
We Wish We Had Better News By: Thomas N. Richmond Jr., Co-Head of Wasmer Shroeder Taxable Bond Strategies When the best thing to be said about the second quarter of this year is that it wasn’t as bad as the same period in 2020, when lockdowns due to COVID-19 were in full effect and the […]
Listen on Apple Podcasts The Weighing Machine with Rusty Vannemann, CFA CMT Environmental, Social, and Governance (ESG) investing has grown in popularity as people become more aware of sustainable and responsible investing. Investors are increasingly interested in companies that are offering values-aligned investing and want to incorporate socially responsible investing into their portfolios. In this episode, […]
