August 2025 Sustainable Investment Update
In August, LIM participated in CFA Society Boston’s Best Ideas in Sustainability event which included presentations from local portfolio managers and analysts on various sustainability-themed investment ideas. Despite the evolving political backdrop and shifting sentiment around sustainable investing and ESG, investors remain...
July 2025 Sustainable Investment Update
Amid climate policy rollbacks and a broad push for deregulation, the Environmental Protection Agency is seeking to repeal the “endangerment finding.” This legal precedent allows the EPA to regulate emissions across a variety of sectors based on evidence that greenhouse gases cause...
June 2025 Sustainable Investment Update
Elevated geopolitical tension has led the North Atlantic Treaty Organization (NATO) to increase defense spending targets from 2% to 5% of GDP by 2035. This change in tone from policymakers has supported the share prices of aerospace and defense (A&D) companies, particularly...
May 2025 Sustainable Investment Update
The “Big, Beautiful Bill” is set to unwind several cornerstone clean energy initiatives amid a push to curb government spending. Now under Senate review, this proposed reduction in fiscal support (~$560bn) will surely influence renewable power prices and strain supply chains and...
April 2025 Sustainable Investment Update
Immediately following the U.S. presidential election in November, markets rallied on the prospect of more business-friendly policies. Since taking office in January, however, the new administration has prioritized reduced government spending and widespread tariffs, dampening investor enthusiasm around deregulation. This month, we...
March 2025 Sustainable Investment Update
Investor and consumer sentiment has deteriorated in recent weeks as major global powers continue to trade punches in the tariff arena, contributing to an uncertain path forward for interest rates, earnings growth, and inflation. The latest development, “Liberation Day,” is set to...
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