Posted on March 26, 2021
When I first entered this industry, environmental investing began grabbing headlines; but in retrospect, the movement was acutely over-promoted and underdelivered. Companies that operated landfills, processed recyclables, or incinerated waste were deemed environmentally friendly by the standards of the time (not so today). Later, solar power and ethanol companies attracted capital, but those industries’ tough economics and ongoing losses deterred all but the most loyal and idealistic investors. Nuclear power went through the same cycles, as did wind power, desalination, and hydroelectric. Past financial results of this high-growth industry, unfortunately, did not keep up with bread-and-butter stock indices, and sometimes couldn’t keep pace with their common nemesis, the oil industry.
Posted on March 25, 2021
Despite the unprecedented volatility we experienced in 2020, the financial markets proved once again to be surprisingly resilient. With the broader equity indexes experiencing double-digit gains, investors may be asking if now is the time to invest new funds in stocks, considering the recent excellent returns. We think it is important to dig a little deeper into the individual investment categories to find where the relative values are.
Asset Management Committee Meeting March 4, 2021
Posted on March 5, 2021
The replay link for the Thursday, March 4, 2021 discussion is available Click Here
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