Market Review
All eyes are on Glasgow as the end of October marked the beginning of the highly anticipated COP26 climate summit. Our expectations for world leaders to meaningfully advance regulatory policy and financing solutions remain tempered, and we are paying close attention to national decarbonization plans as an indicator of sentiment and potential future progress.
Read moreInflation was back in focus this month as labor shortages, supply chain disruptions, rising energy prices, and housing costs were all cause for concern. Despite GDP coming in at just 2% (annualized QoQ), retail sales easily beat expectations and initial jobless claims fell to a pandemic low.
Read moreThe September Sustainable Investment Update covers broad trends within the ESG landscape that require investor attention.
Read moreSummer should be a time for rest and relaxation, and perhaps a little quiet reflection. Not so with the markets this season. There were plenty of things to debate and concerns to keep investors’ anxiety levels up.
Read moreAugust was a busy month on the regulatory front as global policymakers continue to grapple with the "unequivocal human influence" on climate change and extreme climate events.
Read moreTreasury yields reversed their downward trend modestly in August with the 10-year Treasury note rising 4 basis points (bps) to end the month at 1.29%. Overall, yields experienced big swings intra-month as market participants responded to mixed economic data, Fed commentary around tapering of bond purchases, Treasury bond supply, and the prospects of the Delta variant stalling the economic recovery.
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