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The Chart Room

Market Returns through a Century of Recessions

What does a century of economic cycles teach investors about investing?  This interactive exhibit from DFA examines how stocks have behaved during US economic downturns.  Markets around the world have often rewarded investors even when economic activity has slowed.  This is an important lesson on the forward-looking nature of markets, highlighting how current market prices reflect market participants’ collective expectations for the future.

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Speeding Up the Transition Toward Clean Energy

In this interview with Olivia Wassenaar, the head of Apollo Global Management’s sustainable investing platform, we learn about the need for increased urgency in advancing the transition toward cleaner, renewable energy sources.  The recent geopolitical challenges have reminded the world how reliant we are on fossil fuels and how far we are from a true shift toward clean energy.

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Aid to the People of Ukraine

If you are interested in examining ways to help the people of Ukraine, the following two online publications offer numerous links to organizations actively involved in the effort:

Timeout Magazine: https://www.timeout.com/news/23-ways-you-can-help-the-people-of-ukraine-right-now-040722

The Cut Magazine: https://www.thecut.com/2022/03/russia-invades-ukraine-how-to-help-the-people-of-ukraine.html

We’ve also found that the U.S. Department of State has some helpful information, including actions being taken by our government: https://www.state.gov/united-with-ukraine/

Third Dose Is Key to Fight Omicron’s Spread

Bloomberg reports that Pfizer and BioNTech SE said initial lab studies show a third dose of their Covid-19 vaccine may be needed to neutralize the omicron variant, results that will accelerate booster-shot drives around the world and may lead to use of new strain-specific vaccines.

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The Unstoppably Good News about Clean Energy

In this interview with Canary Media, energy strategist Kingsmill Bond from the think Carbon Tracker says the transition to renewables is inevitable based on sheer economics.

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Pax Global Environmental Markets Fund Sustainability & Impact Profile

Pax World Funds recently released its Sustainability & Impact Profile Report.
The Company stated in the release of this report (May 2021) that the document will help “..provide evidence of the Fund’s measurable, positive impact.”
 
 

GameStop

The recent roller-coaster ride of GameStop Corp. (GME) has provided investors with several learning opportunities.  Below are three articles we find useful in understanding this recent and noteworthy event.

A conversation with Scott Fearon and Robert Korajczyk featured in KelloggInsight:  Does GameStop Signal the End of Short Selling as We Know It?

From Marlize Van Romburgh of Crunchbase News: From The Editor’s Desk: Stopping To Smell The Tulips

From Greg Iacurci of CNBC: Why the GameStop Frenzy May Hurt Retirees Along with Hedge Funds

What Will the U.S.-China Relationship Look Like in the Biden Era?

What will be the future of US-China relations during the Biden-Harris Administration?  Writing for the Harvard Business Review, Oliver Reynolds and Arne Pohlman examine both economies and what the next 4-years may have in store.

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COVID-19, Climate Change, And The Need For A New Marshall Plan

Jeremy Grantham, co-founder of Boston-based asset management company GMO, LLC, offers his insight on fiscal reforms that could benefit the U.S. economy and help reshape the global marketplace.

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Investing in FAANG Stocks: Should You Expect Unexpected Returns?

Writing for Dimensional Fund Advisors, Professor Kenneth French explains expected vs the unexpected returns and why these terms are important for investors.

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