ECOZ News and Press, TrueShares ESG Active Opportunities

2023-06-28 04:52:00 ET Summary Higher for longer interest rates support allocations to high quality fixed income. Equity markets are priced for an optimistic outcome; investors may want to consider steering towards a defensive stance. Trends such as demographics and artificial...

2023-06-23 23:35:00 ET Summary The performance of tech and other growth-related stocks has indeed been impressive this year. he Russell 1000 Growth index, as of the June 22 close, was up around 26.4 percent since January 1, while its counterpart the Russell 1000 Value index was up...

2023-06-14 21:30:00 ET Summary This year is showing there is a wide dispersion of returns across the standard index providers’ definitions of growth and value. Microsoft was the second-largest holding in the S&P 500 Growth Index and the top holding in the S&P 500 Va...

2023-05-16 03:30:00 ET Summary Historically low interest rates in recent years made it difficult for investors who seek yield from their investment portfolios. Rising rates in today's fixed income markets have led to more attractive bond prices and higher yields, alleviating some ...

2023-05-15 02:00:00 ET Summary As the economy begins to accelerate, value companies begin to outperform. The market continued to favor many of the more value-oriented or economically sensitive sectors of the market. The financial sector fell to the bottom of returns as balance...

2023-04-23 06:48:00 ET Summary The sources of the immense water pressure causing cracks in our economy are high inflation, leading to high-interest rates and too much debt. Our long-term view on elevated inflation is based on structural supply and demand imbalances, most notably i...

Summary It was a difficult third quarter, with the S&P 500 down nearly 5%, which added to the painful year-to-date returns investors have experienced across the board. While the market’s expectations have also moved higher regarding rate hikes, they’ve remained a...

Summary Stock markets are still reeling from this year’s dramatic events. If equities have fallen primarily because of rising rates, the market may not yet be pricing in growing threats to company fundamentals. Similar situations unfolded in many sectors, impacting both...

Summary We believe that investors will differentiate and favor stocks based on quality factors as companies with higher-quality and growth characteristics are more likely to weather the storm. We seek to identify industries whose profits are growing at least as fast, or ideally fa...

Summary Among the more notable twists of this year’s raucous third quarter was the upending of the long-running underperformance of the US Growth indexes versus their Value counterparts. This recent Growth/Value tug of war has coincided with the big shifts in inflation and ...