CHGX News and Press, Change Finance U.S. Large Cap Fossil Fuel Free From 10/13/20

In addition to its grip on our politics, COVID remains highly relevant to our portfolios. Near term, it is likely that the virus and related factors will continue to dictate returns. The economy appears to be gathering steam, and this bolsters business and consumer confidence. In ...

We focus on the UK to illustrate the dynamics of the three signposts we use in evaluating the virus shock: restart, policy revolution and economic scarring. Talks around a pre-election U.S. fiscal package continued in fits and starts - though the path to enactment of any deal appears ...

The S&P 500 closed the trading week ending Friday, 9 October 2020 at 3,477.13. That falls within three percent of its 3 September 2020 all-time record high close of 3,580.84. The index rose, fell, and rose again with the prospects for another round of fiscal coronavirus stimulus c...

The summer for the market is usually a quiet time with little returns to show for it, but this year was different. Given the charge by the bulls in the slow summer period, we would expect the winter period to be ruled by the bulls as well. 3,000 on the S&P 500, if reached, wil...

Investors eagerly await the unofficial kickoff to 2020's third-quarter earnings season during the week of October 12. With the U.S. presidential election looming and an index that has rebounded 8.34% to 3,477.13 as of the October 9 close, the stakes are high heading into the 2020 Q3 e...

Stocks to move higher irrespective of Presidential election outcome. Prominent near-term risk is of a contested election. If polling lead stays steady or widens, stocks to respond positively. Stocks are well-placed to have a strong fourth quarter and 2021. Small caps and b...

We believe the global economy continues to improve and we expect its upward trajectory to persist for the rest of the year. We maintain a higher risk posture than the benchmark in our Global Tactical Asset Allocation model, sourced through an overweight exposure to equities and credit...

The dip-buyers are now just 2.9% away from making a new market high. The earnings recession continues, but forward estimates look rosy. Big Tech has lost some of its mojo. For further details see: The 1-Minute Market Report - October 9, 2020

The US dollar fell against most of the world's currencies last week and looks poised to move lower in days ahead. Some participants expect the increase in long-term rates to be supportive of the dollar, but most are bearish the greenback, and the consensus forecasts reflect this attit...

The inherent problem of tying your Presidency to the stock market is that it's all fine until it isn't. The market rallied on what is for now "hope" of more stimulus. There is still no deal on Capitol Hill, and the parties are still far apart primarily on funding for states and munici...