Background: A Shifting Environment Focused on Aligning Investment and Values The investment landscape is undergoing a paradigm shift, characterized by investors increasingly seeking to harmonize their financial portfolios with their deeply held beliefs and values. Thematic investing has emerged as a powerful avenue for clients to translate their convictions into tangible financial actions. This approach …

The Federal Reserve (Fed) has indicated a potential pause in interest rate hikes and the futures market suggests cuts might occur in early to mid2024 if inflation continues to ease. As the consensus shifts towards interest rates currently being at their peak, attention turns to investments that historically perform well when the Fed starts to …

In the world of finance, the utilities sector is often considered the most boring of all. With its regulated nature and slower earnings growth, it’s not exactly the most exciting place to invest. These companies, burdened by their capital-intensive nature, funnel most of their cash into infrastructure while sparing a portion for shareholders through dividends. …

As the third quarter earnings season draws to a close, attention shifts to the outlook for the coming year.  A prevalent theme across industries is a return to normalcy. The COVID pandemic wrought widespread disruption in supply chains and labor markets, coupled with enduring shifts in consumer preferences that have shaped multi-year trends. With more …

The stocks known as the “Magnificent Seven” – Microsoft, Meta, Amazon, Alphabet, Nvidia, Apple, and Tesla – have buoyed major indices throughout the year, fueled by the growing enthusiasm surrounding Artificial Intelligence (AI). As the third quarter earnings approached, all eyes were fixed on this elite group due to the remarkable performance of their stocks …

JPMorgan marked the start of third quarter earnings and cast a surprisingly positive light on the market. The financial sector had been under a shadow, with concerns lingering that rising rates on deposits would pressure margins and that credit losses would increase. Despite the worries, the issues didn’t materialize, at least for the largest banks. …

O-O-O-Ozempic, you know the commercial. Weight loss drugs have enjoyed a stunning debut. Novo Nordisk, the Danish drugmaker, is now the largest company in Europe, thanks to the sensational success of Ozempic, also known as Wegovy. While the GLP-1 class of diabetes drugs has been around for years, it was recently proven to have potent …

Ah, the unmistakable signs of Fall are here – the crisp chill in the air, pumpkin spice adding autumnal warmth to seemingly every store shelf, and the lush green foliage gracefully yielding to a kaleidoscope ablaze with vivid colors. Yes, Fall is upon us which of course means third quarter earnings are approaching. Much like …

In the ever-evolving world of investing, markets can shift in the blink of an eye. While a mere few weeks do not necessarily establish a solid trend, it’s hard not to notice that the Technology Sector, which had been a front-runner for a significant part of the year, seems to have taken a backseat. Since …

Of all the commodities that course through the veins of our world, it seems that none has the power to influence nations, economies, and daily lives quite like oil. It’s the lifeblood of industry, the force that propels most of our cars and planes, and an underlying current of geopolitics. Oil prices have been steadily …