Last Week In ReviewLast week the major indexes ended mixed, with the S&P 500 Index closing out its best month since December but its worst quarter since early 2020. Cyclically sensitive stocks underperformed as investors girded for a slowdown in growth, with the...
Last Week In ReviewLast week the major indexes ended higher, with the large-cap S&P 500 Index reaching its highest level since February 10. Information technology stocks outperformed, helped by gains in Apple following news of analyst expectations for strong sales...
Last Week In ReviewLast week moved higher, ending a two-week losing streak and reclaiming much of the ground lost over the past month. Traders I spoke with said that markets were supported by multiple factors, including falling oil prices, news that Russia had avoided...
Last Week In ReviewLast week, stocks moved lower and into bear market territory provoked by the Russian invasion of Ukraine. At its intraday low for the week on Tuesday, the Nasdaq Composite fell to a level that was nearly 22% below its recent peak, more than the 20%...
Last Week In ReviewLast week stocks ended lower as investors continued to weigh developments in the crisis in Ukraine. The S&P 500 Index was dragged lower by the heavily-weighted technology, financials, consumer discretionary, and communication services sectors,...
The Russian invasion of Ukraine sent risk assets plummeting in February as the conflict, the resulting sanctions and soaring inflation add more uncertainty to the global economic picture. The MSCI All Country World Index dropped -2.58% in February to bring YTD returns...
As Russia invades Ukraine, the worst-case scenario has materialized. So, as I start to think about various elements, I ask myself, “where do we go from here?” The President is expected to speak early today, and the EU has an emergency summit this afternoon (6:00 pm...
Last Week In ReviewLast week large-cap indexes suffered their second consecutive week of declines as worries over a Russian invasion of Ukraine and high inflation weighed on sentiment. A steep decrease in Meta Platforms (Facebook) weighed heavily on the communication...
Last Week In ReviewVolatility continued last week, as the large-cap indexes ended the week lower, while the S&P Midcap 400 and small-cap Russell 2000 indexes recorded modest gains. The technology-heavy Nasdaq Composite fared worst and ended the week down roughly...
Last Week In ReviewLast week equity markets remained volatile but recorded overall gains for the second consecutive week. Breaking with a pattern of value outperformance mainly in place since November, growth and value shares performed similarly, while mid-and...
Global markets got off to a rough start in 2022 as the MSCI All-Country World Index fell -4.91% in January, its worst monthly performance since March 2020. The MSCI EAFE index dropped -4.86% and the S&P500 was down -5.26%, while the Russell 2000 Small Cap index...
Last Week In ReviewLate gains last week helped the large-cap benchmarks move higher, but not before most major indexes moved temporarily into correction territory or down more than 10% from recent highs. The small-cap Russell 2000 Index lagged and ended the week down...
Mark Bateman is Aperio’s Head of Values-Aligned and ESG Research within BlackRock’s SMA Solutions unit. He is an internationally recognized ESG/SRI/Impact expert and works with Aperio’s clients to create customized values-alignment solutions.
Before joining Aperio, he served as the Director of Research at IW Financial (now part of ISS), a leading provider of value-added ESG research. Mark started his ESG career at the Investor Responsibility Research Center (IRRC, now part of MSCI) in Washington, DC, in a range of positions, including Director of the Environmental Information Service, and ultimately, Vice President of Research and Operations. He also served on the original steering committee of the Global Reporting Initiative, helping to develop a sustainability reporting framework for companies. Before joining the ESG industry, Mark worked as a legislative aide for Sen. Mark Hatfield (OR) in his DC office.
In addition, Mark is pursuing a PhD in Public Administration and Policy through Old Dominion University’s School of Public Service. Mark’s research is focused on corporations in the public policy process. Mark lives and works in Salem, Oregon.
Jamie Nulph, CFA, is a Senior Climate Specialist at MSCI. She works closely with the largest institutional investors in North America to understand, evaluate, and report on climate-related risks and opportunities. Jamie has 15 years of experience in Sustainable Investing. Prior to joining MSCI in 2014, she worked in London with a UK-based ESG research firm, supporting European Institutional Investors on ESG integration, mission-
aligned investing, and stewardship.
Jamie co-leads MSCI’s Women’s Leadership Forum and is a founder of Bay ESG, a group focused on building connections and facilitating knowledge sharing for sustainable investment professionals across the San Francisco Bay Area. She holds an MSc in International Relations from the London School of Economics and earned her undergraduate degree in Political Science from the University of California, Irvine.