Last week’s Consumer Price Index (CPI) report showed inflation reaching a 40-year high with prices up 7.5% in the last year. Even after excluding the more volatile food and energy inputs, inflation still remains shockingly high at 6.0% and is creating angst among investors, particularly those who have relied on […]

Many clients know CCM as a fixed income impact investing manager but are less familiar with our equity offerings. Similar to our approach in fixed income, we evaluate equity securities from an impact and financial perspective. In this week’s blog, Tom Lott, portfolio manager, discusses the compounder strategy used for […]

In this week’s blog, Andrew Cowen, CCM’s head of equities, shares his thoughts on the markets in early 2021 and his outlook for the upcoming months. This year launched with several macroenvironment changes portending a very different first quarter of 2021 than for most of 2020. Earnings season for the […]