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Q1 Commentary:  Why Has the Stock Market Become So Volatile?

Q1 Commentary: Why Has the Stock Market Become So Volatile?

The S&P 500 Index generated a total return of ‐9.0% in December, which was the worst December return since 1931 in the midst of the Great Depression. The quarterly return of the S&P 500 Index was ‐13.5%, representing the worst fourth quarter return since 2008, which was in the midst of the Financial Crisis. Outside of cash, there was no place to hide for investors in 2018, which was just the opposite of 2017 when nearly every asset class generated a nicely profitable return. Judging by the December decline in market prices, it appears that the wheels may be coming off the bus.

Natural Investment White Paper:  Rigor in Ratings

Natural Investment White Paper: Rigor in Ratings

The purpose of this whitepaper is to highlight areas of concern so that the Morningstar’s Sustainability Rating may improve its methodology and avoid unintentionally “greenwashing” mutual funds that do not reflect the widely-held ESG standards of the SRI industry.