Which is Correct — The Stock Market or the Bond Market?

As the S&P 500 Index reaches all-time highs, how can the 10-year Treasury bond yield simultaneously be declining towards all-time lows?

2019 Impact Report

Appleseed Capital acts as a shareholder advocate to encourage boards and management teams to become more transparent and responsible with regard to environmental, social and governance (ESG) matters. We believe investors can have significant influence on their portfolio companies through informal engagement, proxy voting, and shareholder resolutions.

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.

  • 2019 Impact Report (7/12/2019) - Appleseed Capital acts as a shareholder advocate to encourage boards and management teams to become more transparent and responsible with… ...
  • NASDAQ: Spirit Airlines (5/3/2018) - The airline industry has undergone fundamental changes in the past five to seven years that have made it far more… ...
  • NASDAQ: Green Bonds (4/25/2018) - Green bonds differ from traditional bonds in that the issuers of green bonds publicly state that the capital raised through… ...
  • NASDAQ: China Mobile (4/17/2018) - China Mobile’s subscriber base is almost four times the size of the U.S. customer base of Verizon (VZ), the #1… ...
  • Why the South Korean Stock Market is Attractive, Despite North Korea (9/6/2017) - The South Korean stock market is a great place to find value, and particularly right now when the U.S. stock… ...
  • 2017 Impact Report (7/7/2017) - Shareholder Engagements with Titan International and Verizon Communications ...
  • A Sustainability-Focused Investor’s Guide to Short Selling (11/8/2018) - Short selling strategies play an important role in a complete investment portfolio. Using environmental, social, and governance (ESG) characteristics, a… ...
  • Do You Know What You Own? (10/23/2018) - If you are a conscious consumer, you probably make decisions in your day-to-day life to support good businesses and business… ...
  • Embracing Sustainability (10/11/2017) - In the late 1990s, Nike’s brand image had become increasingly tarnished due to a wave of environmental and safety scandals,… ...
  • The Active (Value) Investor’s Manifesto (5/24/2017) - Don’t let the conservative dress habits of the financial services industry fool you; the financial world is far from immune… ...
  • ESG Integration in Short Selling (5/19/2017) - In this analysis, we argue that applying ESG integration concepts to short selling has the potential to uncover opportunities that… ...
  • The Investment Case for Owning Gold (3/16/2017) - Nothing beats a little cash in a bear market, of course, and the oldest form of cash is gold. ...

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