Last Week In ReviewLast week, rising interest rate fears and growth worries pushed the S&P 500 Index to its most significant decline over the holiday-shortened week in more than 14 months. (Markets were closed last Monday in observance of the Martin Luther King,...
Last week the large-cap indexes recorded their second consecutive weekly loss to start the year—and the technology-heavy Nasdaq Composite its third—as the unofficial start of earnings season began. Financials shares came under pressure on Friday as JPMorgan Chase and...
Last week stocks backed away from record highs as longer-term bond yields increased. Expectations for higher interest rates took a particular toll on growth stocks and the technology-heavy Nasdaq Composite—which suffered its most significant weekly decline in nearly a...
Global equities gained 4.00% in December to finish up 18.54% for the year, their best annual gains since 2019 – notwithstanding the COVID-19 pandemic-induced global recession. The MSCI All Country World Index (ACWI), which comprises U.S., developed and emerging market...
Global stocks hit an all-time high on November 16th only to sell off and finish the month down -2.41% amid fears about the new Covid omicron variant and further impediments to global supply chains. Despite that, the MSCI All-Country World Index is up 13.98%...
Global Equities traded at all-time highs this month; the MSCI All-Country World Index gained 5.10% in October to bring returns to 16.79% so far in 2021. U.S. large-cap stocks drove returns as the S&P 500 and Nasdaq 100 finished out October at all-time highs,...
Global Equities fell -4.13% in September as rising rates, inflation fears and concerns about the Chinese property market shook investors. After a rough month, the MSCI All Country World Index (AWCI) slipped -1.05% during the quarter but remains up 11.12% YTD. In the...
Global Equities gained 2.50% to finish August at their all-time high and to bring YTD returns to 15.91%. In the US, the S&P 500 Index notched its 53rd record close in August, clinching its highest number of records in a calendar year. The US Large Cap stock...
Global equities rose 1.36% in June to bring Q2 and YTD returns to 7.39% and 12.30% respectively. The U.S. comprises more than 58% of the MSCI ACWI All Country World Index ( ACWI), and the S&P 500 finished the first half of the year by notching its 33nd record...
By Andrea HamiltonWe hosted a fascinating Women’s Conversation Circle last week, with a diverse group of women tackling the subject of solo aging.If you're a woman in the United States, there's a good chance you'll be on your own in your later years. Women who are...
Global Equities finished May 2021 at an all-time high, as the MSCI ACWI (All Country World Index) gained 1.56% this month to bring YTD returns to 10.84%. In the US, the rapidly expanding economy continued to gain steam, yet markets traded mixed in the wake of more...
Global Equities reached an all-time high on April 29th, and the MSCI ACWI (All Country World Index) finished April up 4.37% to bring YTD returns to 9.14% in 2021. The S&P 500 posted notched its fourth consecutive positive month and its best monthly return since...
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.