Jessica Skolnick, CFA, Director of Investments Adam Bernstein, ESG Analyst Macro Update As we wrap up the first half of 2023, we are astonished by and skeptical of the relentless rally in risk assets against a backdrop of escalating risks and near catastrophes. It reminds us of a Jenga tower in the late stages of…
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Jessica Skolnick, CFA, Director of InvestmentsAdam Bernstein, ESG/IMPACT Analyst For over a year, we have been managing our portfolios defensively and writing about the myriad risks and headwinds we see facing the market. A defensive posture was easy to maintain in 2022. Fed rate hikes spooked equity markets and risk assets in general. 2023 has…
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At Gitterman Wealth Management, we refer to ESG as the GPS of Investing®. Just as we historically used fold out maps when we would take a road trip, we now have GPS systems, which update constantly and include numerous additional data sets to make our trips smoother, easier, and quicker. We now know more about…
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