Zevin Asset Management’s president, Sonia Kowal, addresses criticism of sustainable investment in “Investing for Social Good and the Long View,” a letter published by The Wall Street Journal.
Q4 2021 Audiocast
Kevin Callahan, senior portfolio manager and equity analyst, discusses his thoughts on the market as we enter the first quarter of 2022:
Making Sense of the Inflation Tug-Of-War
Midway through 2021, we shared our outlook on inflation, forecasting that the surge in prices was most likely temporary. Equipped with more time, data, and analysis, we are now reconsidering this idea of transitory inflation. In the table below, we present a useful framework to help identify and distinguish various short- and long-term inflation trends, and to help understand their future impacts on inflation in 2022 and beyond.
Q4 2021 Impact Update
At Zevin Asset Management, we build responsible investment portfolios for our clients. We then address risks and create positive social impact by engaging with portfolio companies. In the fourth quarter of 2021, we continued to use our voice to lead and support unfolding initiatives on addressing racial inequity.