Brad here. As a believer in environmental, social, and governmental (ESG) investing, Commonwealth naturally follows the news surrounding climate change. But even if we were not committed to making ESG available to our advisors, we would follow the news closely. As responsible investors, we need to be aware of what is happening in the governmental and regulatory worlds, and what that means for our portfolios—because the world is changing. Indeed, everyone should keep up-to-date on this topic. Sarah Hargreaves, an analyst with our Investment Management team, gives us an update below. Thanks, Sarah!
News
Monday Update: Consumer Confidence Falls as Prices Rise
Last week saw a number of important economic updates, with a focus on October’s inflation reports and a first look at consumer confidence in November. Prices continued to rise in October, which negatively affected consumer confidence to start November. This will be another busy week for updates, with October’s retail sales and industrial production reports and a few updates on the housing sector scheduled for release.
An Unlucky Break
My apologies . . .
Today I have to punt. I had planned to write about inflation and how to think about the most recent print. What should we be looking at? Where is the inflation coming from? What is likely to happen over the next year or so? It was going to be a great post—really!
Monthly Market Risk Update: November 2021
My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Market Risk Update. Thanks for the assist, Sam!
Economic Risk Factor Update: November 2021
My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Economic Risk Factor Update. Thanks for the assist, Sam!
Looking Back at the Markets in October and Ahead to November 2021
In October, the markets bounced back strongly, following a difficult September. Here in the U.S., all three major indices were up significantly. The Nasdaq and the S&P 500 gained more than 7 percent, and the Dow went up almost 6 percent. Developed markets showed a smaller gain, almost 2.5 percent, and emerging markets eked out a small rise of 1 percent. Although stocks did well, bonds had another bad month, dropping slightly as interest rates rose.
Olivia has joined Riverstone Wealth Partners providing knowledge gained from her 15 plus years in management. Olivia has provided services within the financial industry, mortgage industry, and in the non-profit sector. Olivia thrives on providing stellar customer service, accomplishing all goals set before her, and doing the right thing. Olivia’s degree in Business Management allowed her to take on roles that ultimately led her to Riverstone Wealth Partners. Olivia is currently pursuing another degree with an emphasizes in Human Resources, which she has learned over time… is her passion!
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Ashley has been working in the customer service field since she started her first job at age 16. For the past ten years she worked in an office setting handling accounts payable and receivable as well as some receptionist work. She is very excited to learn more about the investment field.
Alec joined Riverstone after starting out his post college career on the operations side of an international logistics company working as an account executive. Graduating with a BA in Economics from the University of Illinois at Urbana-Champaign, he quickly developed a strong interest in the financial world. A lifetime resident of the Chicagoland area, Alec is an avid fan of his hometown sports teams. He is also an enthusiast of outdoor activities like fishing, camping, and hiking whenever possible.
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