Investment Review & Outlook – October 2021
Key Takeaways Emerging COVID-19 variants have disrupted the progress of the economic recovery, but the economy’s overall health has strengthened. Inflationary expectations, potential tax rate increases, and political gridlock fuel uncertainty. Periods of volatility in both equity and fixed income markets should be expected, as we recently saw in September when the S&P 500 dropped…
Read MoreSustainable Finance: Fixed Income Meets Responsible Investing
We continue our series on Environmental, Social and Governance (ESG) related investment topics with this short primer on Sustainable Finance instruments. In prior reports, we have reviewed the meaning of ESG (ESG 101), as well as discussed specific ESG topics such as climate change (Investing and Climate Change). Additionally, we wrote about the energy transition…
Read MoreElectric Utilities Set to Benefit from EV-Driven Grid Investment
Wildfire-induced blackouts in California and more recent events in Texas, where unpreparedness curtailed energy supplies, highlight the vulnerabilities of the US power grid. Over the next two decades, the need for grid investment will be substantial; driven, in part, by the economic impact of outages, but even more by the electrification of the transportation sector…
Read MoreResponsible Investing at 1919—FWA Alliance Talks Interview
Women & Wealth at 1919—FWA Alliance Talks Interview
Investment Review & Outlook – July 2021
Key Takeaways The US is steadily emerging from the worst of the pandemic, and the economic recovery resulting from the reopening has been robust with the equity market surging to new heights. Inflationary expectations still rattle the markets, although the Federal Reserve continues to view inflation as a transitory issue. Changes in tax policy may…
Read MoreCitywire’s Top 20 Female Portfolio Managers in the US
Financial Planning for Young Adults Webinar
Reopening to a New Normal — A Brave New World: Our 2021 Intellectual Capital Conference
As we did in 2020, we held 1919 Investment Counsel’s Annual Intellectual Capital Conference virtually this year. While it is ideal to hold this event, which is about idea and insight exchange, in person, we have adapted to the technological alternative of ZOOM for the time being. Our current plan is to hold next year’s…
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