Monthly Archives: October 2020

A letter from CCM’s Chief Impact Strategist, David Sand, on Professor Burton Malkiel’s article “Sustainable Investing Is a Self-Defeating Strategy”

Oct 16, 2020 - ESG investing by

In September, Professor Burton Malkiel wrote a story in the Wall Street Journal, “Sustainable Investing is a Self-Defeating Strategy,” and included his thoughts on the shortcomings of the practice. The article’s headline was more incendiary than the text, but his arguments—and things he left out—are worth noting. Below are some […]

Third Quarter Update / Fourth Quarter Outlook

Oct 2, 2020 - Markets by

In this week’s blog, CCM’s Chief Investment Officer, Andy Kaufman, shares his thoughts on the third quarter of 2020, and his outlook for the final quarter of this year. “It is my belief that the markets tend to focus on one thing at a time. This focus can shift daily, […]