Over the last several months, inflation has become top of mind for investors, companies, policy makers, and consumers.
It is likely you have seen the acronyms “ESG” and “SRI” more frequently in financial literature over the past few years. As our society has increased its focus on environmental and social justice issues, investors and companies have, concurrently, directed their attention to Environmental, Social and Governance (ESG) matters and to Socially Responsible Investing (SRI).
A fitting adjective for the last year could be “volatile”: emotionally, politically, and, as it pertains to investors, financially and economically. While we are used to big swings in the stock market, we have never witnessed such rapid changes to the economy and the fundamental performance of businesses.
By David W. Scudder
Aureus Co-Founder David Scudder recently wrote a paper on the state of capitalism in the 21st century. Please click the link below to download a copy.