Investment Strategy

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The S&P 500 continues to base out at highs (having done so since April 16th) with the catalyst being inflation uncertainty. Higher inflation is being driven, in our view, by an enormous demand vs. supply imbalance- resulting from […]

Planes, trains, cargo ships and autos are getting high-tech help in easing off the fuel pedal. Back in 2008, a Popular Science magazine cover asked the question we’d all been thinking: “Where’s my flying car?” Tesla CEO Elon Musk’s advice? Don’t hold your breath. While we can’t yet hover in style like the Jetsons, transportation has become […]

“Every time you spend money, you’re casting a vote for the kind of world you want.” These words, from Small Planet Institute founder Anna Lappé, encapsulate the modern challenge before the retail industry – how to source, manufacture, package and sell products that line up with what consumers increasingly value: durable and eco-friendly goods, produced […]

From the data center to the daycare center, real estate developers are transforming buildings’ carbon footprint. To find an impactful place for sustainability to take root, look no further than the walls surrounding you. Buildings and their construction account for 36% of global energy use and 39% of carbon dioxide emissions annually, according to the U.N. Environment Program; […]