The Sustainable Investor: In Pursuit of an Enlightened Investment Portfolio
Draghi Gets Some Religion; Europe, a Reprieve?
November 21, 2014
With the Eurozone economies skidding toward zero percent economic growth (or worse), investors got a reprieve this week: Evidence that the eternal inflation hawk, the Bundesbank, was no longer driving European monetary policy. Since the hyperinflation era after WW2, Germany has employed a strict monetary policy that made the (former) Deutschemark, one of the world's most stable currencies. German adherence to this policy, and some would say its obsession with inflation, was fine when Germany was a stand-alone nation. But when its authority dominated Eurozone policies, many questioned whether its strict precepts weren't actually driving many European nations into recession/depression. This week, Mario...Read Full Article...
US Stocks: Where are we now?
December 01, 2013
With the Dow Industrials and S&P500 making all time highs, and with the NASDAQ at a 13-year high, investors are right to question whether or not this bull market "still has legs". Perhaps it's not so surprising that Wall Street strategists and fund managers are divided on the outlook. Below, we summarize some thoughts from noteworthy commentators, while adding our own observations. Keep this fact in mind: It's the valution of the market that matters. Not the index level. Since 1900, the S&P 500 Index has been within 5% of its prior peak almost half the time. We're always wondering if the...Read Full Article...
First Quarter Review and Outlook
April 21, 2013
U.S. stocks posted robust gains in the first quarter, with large caps returning 11 percent, beating both developed international (+4%) and emerging markets stocks (-4%). Bonds were lackluster, posting flat total returns as modest coupon interest was offest by a small increase in market interest rates (causing a drop in values). In 2012 and early 2013, an accommodative Federal Reserve combined with an improving U.S. economy to push domestic shares higher. While unemployment is falling only slowly, construction fundamentals have rebounded sharply. Home prices have been rising, and corporate earnings and profitability are near record highs. This was a good recipe for stocks, but caused a little consternation...Read Full Article...
Dow 14000: The Wall of Worry Has Been Climbed
February 01, 2013
The old adage is that the market must "climb a wall of worry" was surely appropriate in this cycle. All the way from the market's lows in 2009, investor worries over economic challenges persisted. Domestic and foreign economies gave investors plenty to worry about. But despite these worries, the markets defied them with a choppy climb to a five year high. There is another saying that may even trump the first one: "Don't fight the Fed." When economic conditions are weak, the Federal Reserve makes money easier to come by. For banks, that is. Not necessarily for the average borrower. Cheap money has shown up, of course, in zero percent money market funds, miniscule...Read Full Article...
But what about the "Fiscal Cliff"?
November 20, 2012
"But I'm worried about the __________." Yes, it's always something... Right now it's the so-called "Fiscal Cliff" (which is more like a Fiscal Slope) that has investors concerned. If nothing is done to prevent the simulataneous occurrance of massive cuts in government spending and across-the-board tax increases, than a recession is likely. But what is NOT LIKELY is that NOTHING will be done. Policy makers will find a way to avert this. No one wants to be blamed for a self-inflicted recession. Before the fiscal cliff, the concern was the election. Before that, it was high unemployment. And before that, it was the over-levered consumer. Or...Read Full Article...
Get Started Now...
Learn how sustainable investing can align your money with your values.Board Walk Research
- Third Quarter 2012 Review 10.06.12 Read...
- But what about the "Fiscal Cliff"? 11.20.12 Read...
- Dow 14000: The Wall of Worry Has Been Climbed 02.01.13 Read...
- First Quarter Review and Outlook 04.21.13 Read...
- US Stocks: Where are we now? 12.01.13 Read...
- Draghi Gets Some Religion; Europe, a Reprieve? 11.21.14 Read...
- Boardwalk on Facebook
- Business Radio X interview -- Sustainable Investing
- Boardwalk on LinkedIn
- Wall Street Journal -- Scott Sadler on Sustainable Investing
- UN Principles for Responsible Investment
- WSJ Profile of Boardwalk Capital Management
- Mercer -- Climate Change Report
- HBR: The Dollar Payoff from Corporate Responsibility
- Sustainable Innovation -- Udaiyan Jatar at SI13
- Carbon Disclosure Project
- Innovating for Sustainability -- Dr. Steven Olson at SI13
- Corporate Responsibility Magazine
- Enviromental Leader - (sustainability)
- CSR Wire
- Just Means
- B Corporation
- Matter Network
- VIDEO: Boards and Social Responsibility
- VIDEO: Sustainable Investing Talk to NIRI Atlanta Chapter