Albion Senior Portfolio Manager Michael Kessler delivers our ongoing thinking on ESG investing. He shares observations on the growing popularity of this investment style, from millennial investors to institutions and hedge funds. WATCH the video to learn about recent David-versus-Goliath boardroom drama at Exxon Mobile. LISTEN to the audio version of the presentation.

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The FOMC meeting and its aftermath dominated the newsflow last week. As expected, there were no changes to the Fed Funds rate, and no specific indications as to when the Fed may begin to taper its asset purchase programs. However, changes to the “dot plot” (the annual rate forecasts from Fed policymakers) were interpreted by […]

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Last week’s biggest headline was consumer price inflation (CPI) which registered +5.0% y/y in May, the first “five-handle” US inflation print in nearly 13 years. Under the covers, however, the report was less alarming. Core CPI, which strips out volatile food and energy prices, was just +3.8% y/y. Moreover, more than half of the total […]

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Prices rose across several asset classes last week, including domestic equities, international equities, bonds, and commodities. US large cap indices added roughly half of a percent to their 2021 performance, led by energy stocks. All sectors in the S&P 500 finished higher except consumer discretionary and healthcare. Meanwhile, international stocks outpaced the US, particularly in […]

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Risk assets of all stripes were higher last week, as US economic data continued to point towards a strong recovery while inflation fears eased a bit. Technology and cyclical stocks saw the strongest demand, while investors pared back their exposure to traditional defensives like real estate, consumer staples, and healthcare. International stocks were higher, with […]

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ESG stands for Environmental, Social & Governance. The idea is to invest in companies that believe in more than the bottom line.

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Listen back to Albion's November conference call.

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Listen back to Albion’s October conference call.

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