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Maxwell Urda to Speak at CFA Society Boston Sustainable Investing Conference
BOSTON, MA, July 26, 2024 –Maxwell Urda, CFA, ESG Analyst at Longfellow Investment Management will participate in a panel discussion at CFA Society Boston’s upcoming Sustainable Investing Half-Day Conference on September 18. The panel is titled, “Identifying Sustainable Investments for Clients.” The panel will discuss investment options for asset owners and clients who wish to […]
July 26, 2024
Event-Driven Update Q2 2024
In the U.S., M&A is up 38% compared to last year’s slower first half and is tracking to be up 15% for the year, subject to the election outcome and continued rate uncertainty. During most presidential election years, deal activity troughs in Q3 and then recovers in Q4 as companies become less willing to ink […]
July 16, 2024
June 2024 Sustainable Investment Update
As summer temperatures rise, so too are political tensions as national elections begin across several major regions. Recent results in the U.K. and Eurozone have been dubbed “climate wins” though gridlock will surely slow progress. This month, we also share initial reactions to the reversal of the Chevron deference, the decline in sustainability-linked bond issuance, […]
July 12, 2024
June 2024 Market Review
Despite various conflicting economic data points, the U.S. economy continued to perform well. Consumers, the core of the economy, displayed resilience. Earnings of large public businesses behaved well relative to expectations, resulting in strong year-over-year growth and positive revisions for the rest of this year and next. Even though consumers and businesses maintained firm performance […]
July 5, 2024
Russell 1000 Value Name Count at All-Time High
BOSTON, MA, July 2, 2024 — Every year, much is written about the Russell index reconstitution. We offer insights on two of the more noteworthy outcomes of the 2024 rebalance: increases in both the Russell 1000 Growth weight concentration and the Russell 1000 Value name count. As we will discuss, these two phenomena are related […]
July 2, 2024
Pathways to Sustainability – 2024 Report
On behalf of LIM’s employees and Board of Managers, we are excited to share our third annual “Pathways to Sustainability” report. In our inaugural report, we identified LIM’s key stakeholders and shared the ways in which our corporate structure, business operations, and investment process remain closely aligned with our firm’s core values. This year, we […]
July 1, 2024
FOMC: Watching, Waiting, Anticipating
BOSTON, MA, June 12, 2024 — The Federal Open Market Committee (FOMC) met today to assess the state of the U.S. economy and monetary policy. What We Learned For the fourth time in as many meetings this year, the FOMC left the Federal Funds Target Rate unchanged at 5.25-5.50%, in line with market expectations. Inflation and […]
June 17, 2024
May 2024 Market Review
A stabilization of economic data provided some relief for the bond market in May. The 10-year Treasury yield fell 18 basis points, ending the month at 4.48%, while the shape of the curve was relatively flat month over month. The shift in rates followed a moderation in the strong labor and inflation data we saw […]
June 6, 2024
May 2024 Sustainable Investment Update
In response to fierce competition between domestic and Chinese clean energy industries, the White House announced sweeping tariffs on imports such as solar cells, electric vehicles, and batteries. We examine the implications of these tariffs and the state of global collaboration for decarbonization. We also comment on the recent performance of copper and utility stocks […]
June 5, 2024
Barbara McKenna Speaks at Babson Leadership Program for Women & Allies
BOSTON, MA, May 16, 2024 – Barbara McKenna, Managing Principal and Portfolio Manager at Longfellow Investment Management participated in the Modeling the Way panel at the Babson Leadership Program for Women & Allies (LPWA). Barbara participated in an intro session with all panelists and then hosted a breakout session, “From Individual Contributor to Senior Leadership […]
May 29, 2024
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