The Chart Room

Weston Wellington of Dimensional Funds has put together this piece on the importance of innovation in creating better businesses and improving consumer’s lives.  As investors, we would all like to focus on companies that are driving innovation, but it’s difficult to predict which ideas will become successful as well as which firms would reap those benefits.  Weston proposes that owning a diversified portfolio is the most effective way to participate in the rewards of ingenuity and innovation.

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NPR lists just a few of the ways that the Inflation Protection Act can help consumers reduce their electric bills and fight climate change using tax credits for purchasing efficient electronic appliances, solar and electric vehicle credits.

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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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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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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/

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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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 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.”
 
 

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 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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