The Connection Between Voting for Change and Investing for Change
Impact in Action Report
Highlighting investment in affordable housing in the Bay Area and its connection to voter-approved bond measures in Alameda County.
Moving From Innovation to Trust
The stakeholder-centric lens is an important innovation to the capitalist structure. It is also an important counterpoint to the shareholder-centric profit concerns that dominate the early development stages of the technical innovations that drive economic growth.
A Gift Between Generations
Financial situations are as varied as family situations, and bringing generations of families and finances together reveals a nuanced array of issues.
Keep Calm and Carry On
While there is always a shortage of certainty about the future, consistent and deliberate planning can ease the discomfort of forced change.
Climate Inflation
Climate change is upending our traditional theories of inflation. The consequences of extreme weather and a degrading environment are now being integrated into financial calculations and may continue to drive prices higher.
The Patience of Incremental Change
Investments can't change everything, but they provide a form of action when we are otherwise overwhelmed by climate change or the need for equity, and they are the language through which our country expresses itself.
Complexity and Its Discontents
Inflation will likely recede as the year progresses, although there may also be new cycles of supply challenges, as well as an overall economic slowdown due to higher interest rates.
A World in Energy Transition: Part 2
In part 2, we discuss how choices at institutional and individual levels affect the goal of transitioning energy consumption away from fossil fuels towards renewable energy.
A World in Energy Transition: Part 1
The development of fossil fuels over the past two centuries has led to significant progress in production and standards of living, but the negative impacts on our shared climate require new approaches and solutions.
A Financial Speed Bump for Sustainability
Geopolitical and financial instability is likely to reverberate for years, yet we also expect increased collaboration and progress on clean energy efforts.
A Dangerous Nostalgia
The shock waves of war emanating from Ukraine are real, and like past geopolitical events and natural disasters, they have both personal and financial impacts.
The Domino Effect
Recent social action has prompted corporate commitments for greater workplace equity. Investment managers will hold them accountable. This continued engagement will give investors confidence that their asset allocation choices make a difference.
The Employment Migration
Will the economy sustain growth if employment hasn’t fully recovered? The current wave of resignations and employment migration clouds the picture.
Inflation and All That Jazz
Should we consider the current inflation as temporary or real? There are real price increases impacting consumers today, but we're also unlikely to see the long-term inflation experienced in the 1970s.
From Idea to Reality
Response to our worsening climate crisis is complex and gradual. A chorus of voices from investors and consumers can accelerate the process for all stakeholders in the global ecosystem.
They Who Have The Gold
Diverse boards and diverse management teams - both in terms of gender and racial diversity - can anticipate a broader set of needs, and come up with more innovative solutions.
There and Back Again
To navigate the boundary between your portfolio and your needs in life, your choices and priorities should be front and center when deciding to buy, sell, and reallocate equities.
The Hemingway Law of Motion
Life is full of tipping points, and change isn’t always smooth and linear. Response to certain crises can take much longer to develop than expected, and when it does coalesce, change can occur faster than anticipated. Rapid change may be coming for the oil industry.
Growing Pains
We are now probably getting into the second act of the pandemic, and can’t yet see clearly the possible twists in the plot that will set us down in an entirely new landscape. Like a Shakespearean character, though, we continue to accommodate to circumstance.
Engaging with Social Justice
In 2020, our firm looked at the issues of justice, equality, diversity, and inclusion (JEDI) in our community, our industry, and our workplace. We asked ourselves, how do we better engage in issues of social justice?