Our investment thesis since early 2022 has been that the Federal Reserve will continue to raise rates and keep them at a high level until either inflation returns to target or “something breaks” in the… Read more »
News + Insights
Water: A Cornerstone of Thematic Investing
From a climate investing perspective, water is an essential theme. Floods, droughts, and hydrological cycles are several of the ultimate expressions of climate change, driving water scarcity, influencing population movement, and increasing the need for… Read more »
Gitterman February Macro Commentary: Expectations Meet Reality
The first FOMC meeting of 2023 on February 1st didn’t deliver any major surprises or changes in messaging. The Fed decided to raise rates by 0.25% as expected and there were no revisions to the… Read more »
Gitterman SMART Model Portfolios
Deepen Your Client Relationships and Elevate Your Expertise Climate change and other social and environmental risks necessitate integration into investment management decisions, regardless of political perspectives. However, navigating the sustainable investment landscape is not easy… Read more »
Actions Speak Loudest
To view interview please click here In recognition of Black History Month, we would like to honor Adasina Social Capital Founder and CEO Rachel Robasciotti as a leading voice in racial and social justice investing. … Read more »
Gitterman Quarterly Market Commentary – Macro Outlook: Still Not Fighting The Fed
Writing this commentary from the third week of January, it feels like we could dust off some older blogs or commentaries to reuse because the pattern we saw play out in between Federal Reserve meetings… Read more »
ESG Data vs. Screening for Values
There is often a big disconnect when a client comes into an advisor’s office asking to invest based on their values and is then sold an ESG product. At Gitterman, we believe it is important… Read more »
ESG: Product vs. Process
When evaluating ESG portfolios, a very important question to ask is if ESG data is being used as a process of evaluation, or is it being sold as a product? ESG as a product refers… Read more »
ESG Data: Woke Capitalism or Better Due Diligence?
At Gitterman Asset 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… Read more »
Gitterman December Commentary: The Curious Case of the Missing Workers
Last week, at the final FOMC meeting of 2022, the Federal Reserve raised rates by 0.50% (to a range of 4.25% – 4.50%) as expected while unexpectedly increasing its dot plot forecast of where it… Read more »