In our latest ESG Matters video, Mark McDivitt of State Street joins us to discuss the current state of #ESG. Key takeaway for financial advisors trying to better understand this space: ESG is simply risk management. At a time when the vast majority of corporate value...
Global equities continued their climb in August: The MSCI All-Country World Index posted a 6.12% return for the month, besting even the impressive 5.28% return in July. In the U.S., the large-cap S&P 500 Index hit an all-time high and posted its best August...
Momentum in global equities continued in July with a 5.28% gain following the 19.2% Q2 return. However, markets continued to show a lopsided rally, with the majority of those gains coming from a handful of the largest names in the U.S. Amazon, Apple, Facebook, and...
Perigon’s Investment Committee provides an easy-to-digest summary of what happened in global markets during the month of June.
If there was still doubt that sustainable investing has hit the mainstream, the globally connected events of 2020 eliminate it. The urgent call for racial equality, the impacts of COVID-19, and the looming climate crisis are requiring more of companies than ever...
In the latest installment of ESG Matters, Perigon's Bud Sturmak and and Evan Zall from Longview Strategies talk to special guest Katie Schmitz Eulitt of SASB. They explore the connection between sustainability and financial performance and discuss what is motivating...
BY ERIC JARDINE, CFA
Perigon’s Eric Jardine explains how corporate demand for credit is putting a strain on the financial system and why it’s a little bit different than past downturns.
BY DAVID HALE, CFP®
What’s the right thing to do now for Investors? Perigon’s David Hale thinks there is no one-size-fits-all response.
BY ERIC JARDINE, CFA
The Viral slowdown is changing the normal reaction function for markets. How should one act? #covid19 #markets
BY DAVID HALE, CFP®
David Hale’s take on what to look for in 2020