US Consumers and Valuation Gaps: Can the US Consumer Keep Carrying the Market? (July 15, 2025). The second quarter reminded us why staying grounded matters in investing. While markets celebrated new highs—with the S&P 500 breaking through 6,200—the foundations supporting this rally deserve closer examination. The quarter’s volatility, from April’s sharp selloff on tariff fears…
Our commitment to responsible investing isn’t separate from our return objectives—it’s integral to identifying investments that build long-term value and resilience. The example below illustrates how sustainable practices create both meaningful social impact and stronger business fundamentals. Riverwater BLUE Impact Spotlight: Advancing Human Rights in Global Supply Chains Calvert Asset Management Calvert Asset Management, a…
Q2 2025 Market Paradox: Trade Chaos (Check ✔), Market Rally (Check ✔) The quarter brought the paradoxical combination of unprecedented global trade volatility with surprisingly resilient market performance. From the United States’ military engagement with Iran—which counterintuitively drove oil prices below pre-war levels—to the dramatic “TACO trade” saga where Liberation Day tariffs sparked violent market…
How Trustees Can Fulfill Their Duty of Care While Protecting Themselves Being named a trustee is an honor—but it also places you in a complex role, especially if you are not experienced in this area. As a trustee, you are responsible for stewarding someone’s financial legacy while balancing family dynamics, legal obligations, and investment decisions.…
