Adam Peck on Money Life Podcast
Adam Peck was a featured guest on the Money Life Podcast with Chuck Jaffe. Click here to listen to the interview.
Q1 2022 Market and Strategies Update
Q1 2022 Market and Riverwater Strategies Update Fuel, the Fed and Fear This year began with hopes that the pandemic would recede and that the global economy could begin the process of getting back to normality. Vladimir Putin had other ideas. Both stock and bond markets were down in the first quarter driven by the…
Making Sense of ESG Investing
Adam Peck featured in BizTimes Milwaukee (click here for a no login link) When Quinn Schwellinger, 31, and his wife decided to start building an extra retirement fund to supplement their 401(k)s, they knew they wanted to invest in companies that supported their concern for the environment. “My wife and I believe climate change is…
Q4 2021 Market Update and ESG Recap
Q4 2021 Market and ESG Recap and 2022 Outlook 2021 Recap Having circled the sun one more time, we are reflecting on the markets and ESG in 2021 and looking ahead to what we can expect in 2022. COVID’s Continued Impact. In 2021, the global pandemic dominated economies for a second year and brought with…
Q3 2021 Market Update
From All Time Highs to Slowing Growth U.S. economic growth is estimated to be slower than it was in Q2 2021, driven by a confluence of events – labor shortages, supply chain issues, spikes in COVID cases and rising energy costs. While COVID cases appear to be declining, we are still waiting longer for that…
Riverwater ESG SMID Value Strategy Celebrates 5 Year Milestone
Contact: Laura Peck 414.858.8000 lpeck@riverwaterllc.com Research team looks ahead as Riverwater Partners’ SMID Value Strategy reaches five-year milestone Chief Investment Officer Adam Peck says industry’s lack of ESG focus in small-cap value is inconsistent with value-investing mindset Milwaukee, October 13, 2021 – Riverwater Partners’ flagship ESG Small & Mid Cap (SMID) Value Strategy marked…
Q2 2021 Market and Strategies Update: Inflation is Real; Time to Switch to Great Clips?
Q2 2021 Market Update Inflation is real. If you have experienced sticker shock this year purchasing food, renting cars, or simply getting your haircut, you are not alone. Used car prices are up over 34% in the last year and rental car rates are now commonly $150 to $400 per day depending on location, compared…
The Superiority of the Russell 2500 Over the Russell 2000
Article featured in Advisor Perspectives. May 26, 2021. What if a baseball team trades away its all-stars year after year and replaces them with rookies or aging veterans? That’s the problem with using the Russell 2000 as a small-cap benchmark. Better to let your winners run—and benchmark to the Russell 2500 instead. Don’t miss Riverwater…
Q1 2021 Market and Strategy Update: GameTop?
Q1 2021 Market Update The first quarter of 2021 saw individual investors participate in the market at levels not seen in over 20 years. Their collective buying helped propel equity markets to new highs. It’s important to remember that markets are auction markets, with fixed supply. Therefore, when there are more buyers than sellers, prices…
Malkiel’s Misguided View of ESG Investing
Advisor Perspectives, February 1, 2021 Burton Malkiel, esteemed author of the classic investing book A Random Walk Down Wall Street is one of the more prominent critics of environmental-, sustainable- and governance-based (ESG) investing. He called ESG investing a “self-defeating” strategy in a recent Wall Street Journal column. But Malkiel and other detractors who claim ESG is a fad…