As protests and violence continued today in most major cities in response to the killing of George Floyd, US and global equity markets continued their seemingly inexorable march upwards. Yes, this climb is bound to stop some time, but for today at least it continues. The ongoing performance of US equities is forcing major investment companies to re-consider their market views. Global markets outpaced their US counterparts, beginning the month with 2%+ gains.

Today was more of a risk-on day, with small and growth factors outperforming large and value factors.
Treasuries, commodities and currencies all had quite days, with most of the action constrained to the equity markets.
This last week has had me thinking a lot about the role investing, my little corned of the world, can play in righting some of the injustices that we see. While it may not move the needle much, the way your and my dollars are invested matter. There are ways to invest across the ESG space that focus on all manner of incremental improvements to corporate behavior that can help move us forward to a more equitable and sustainable future.
I’ve linked a few below for your reading pleasure:
Blackrock on Inclusion and Diversity Investing
Thanks,
Nathan