Ethical investing is not as easy as negative screening for weapons and tobacco. It's a sophisticated process across the spectrum of filters and assessment. What you need to know to recommend Responsible, Ethical investing to your clients.
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Most markets were soft but stable last week while US markets were down a more significant 3%, led by the large US tech stocks.
Volatility crept back into markets, especially in the US, last week as China’s COVID woes weighed on markets early in the week before the S&P 500 rose by 3% in a few hours after US Fed chair Jerome Powell intimated that the rate of interest rate hikes might at least slow down from here.
A quiet black Friday in the shops perhaps pleases the Fed more than the retailers...
Update on the markets and the portfolios for the InvestSense flagship Portfolios for the September quarter 2023
Flyer on some of the companies that focus on corporate governance and benefits for employees in the Better World Portfolios
Flyer on the healthcare companies that are making a difference in the Better World portfolios