Market commentary

As ESG investing gains interest, so do the ESG scores and ratings. Yet ESG data needs discernment. Financial and investment advisors can help investors.

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.