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Looking Forward to 2015

By Leadership News

In last week’s post, I took a look back at 2014. While many Americans were worried that the economy and the markets were in terrible shape, things were actually … pretty darn good. Economic activity was strong, unemployment declined, the US markets were up, and we made some significant progress…

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Were You Afraid of 2014?

By Leadership News

Quick: Without looking at your investment account statements, or Googling for the data, how did the American economy and stock & bond markets really do in 2014? As recently as November, the vast majority of us thought that the economy was in dire shape. About 45% of American voters went…

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SRI Investments and “The Performance Question”

By Leadership News

Our friends at TIAA-CREF have posted this great video about SRI (sustainable, responsible, impact) investing and “the performance question”. Briefly: Because portfolios that incorporate non-financial criteria — sustainability issues, say, or ESG (environmental, social, and governance) issues — will have a somewhat smaller set of stocks to choose from, most…

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Farmland and Private Equity

By Leadership News

An alarmist article has been making the rounds on the Internet this week – “Half of U.S. Farmland Being Eyed by Private Equity”, by Carey L. Biron (www.ipsnews.net). In the wake of rising commodity prices, it seems that speculators are buying up farmland, hiring farm management companies to run the…

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Carbon Divestment or Engagement?

By Leadership News

Which is the more effective tool in making change? Johann Klaassen & Kimberly Kiel As investment advisors who specialize in “sustainable, responsible, impact” investing (SRI), most of the biggest fossil-fuel companies do not appear in our client portfolios. The ecological devastation caused by the largest of those companies is impossible…

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