It’s Money Supply not Interest Rates

There are two popular views regarding the economy and monetary policy. One is that the U.S. economy is on the edge of tipping into recession. The second is that with interest rates so low, the Federal Reserve (FED) does not have the ability to stimulate the economy.

ESG Investing

In this article, we show returns for portfolios comprised of high-ESG scoring companies. More importantly, we use attribution analysis to show contributions from sector, industry, and stock selection within these portfolios.