Category Archives: Economic trends

Watch Arnerich Massena’s Fourth Quarter 2019 MarketCast

Arnerich Massena’s fourth quarter 2019 MarketCast is available for viewing. In this MarketCast, Co-CEO and co-CIO Bryan P. Shipley, CFA, CAIA, delivers a brief introduction; senior research analyst Arthur Coyne, CFA,  provides a look at the fourth quarter of 2019, with an economic overview and market commentary, and investment and philanthropic advisor Katherine Fox, CFP®, CAP®, discusses what this means for client portfolios. Read more »

Listen to the Podcast: Tectonic Shifts in the Investment Landscape: Investment Trends to Watch for in 2020

Join senior research analyst Arthur Coyne, CFA, and research analyst Melissa Liu as they talk about the coming cultural, economic, and political changes that may affect the investment landscape in 2020. Each year, we gather together our analytical team to talk about what we see as the major trends in culture, economics, and politics that could affect the investment landscape in the coming year. Out of that discussion, we compile our investment trends list; these are not intended to be investment recommendations, but are an interesting look into the potential future environment investors will face in the coming year. Read more »

Tectonic Shifts in the Investment Landscape: Investment Trends to Watch For in 2020

Last year, we saw the first trillion-dollar companies; this year, we saw the beginning of billion-dollar IPOs, better known as unicorns. Last year, we talked about robotics and machine learning; this year, we’ve jumped to 5G, the Internet of Things, and quantum computing. Global uncertainty remains elevated, with a continued trade war with China; massive protests across areas like Hong Kong, France, Chile, and Iraq; and a pivotal Presidential election coming up in the U.S. The landscape for investors has already changed over the last year; what can investors expect going into 2020? Read more »

Arnerich Massena Brings Impact Investing Experts to Portland for a Learn Share Connect Impact Investing Forum

Arnerich Massena gathered together three of our Approved Impact Investment Managers, along with a representative from the United Nations-supported Principles for Responsible Investment (PRI), to provide investors with context and information about the opportunities in impact investing. In hosting this exciting forum, we hoped to offer both a broad overview of impact investing, as well as dive into some of the specific opportunities our managers are finding in the impact and Environmental, Social, and Governance (ESG) universe. We assembled at Portland’s Multnomah Athletic Club on November 13 for lunch, discussion, and roundtables. The event was a tremendous success, offering attendees the opportunity not just to hear from our investment managers, but to sit down and ask them questions directly. Read more »

Sustainable Investing is Seeing Incredible Growth

2019 is on track to triple the previous annual record for inflows into sustainable and ESG mutual funds and ETFs. We’ll take a look at the rapidly growing popularity of impact investing and what it means for the investment landscape.

Morningstar reports that 2019 has seen record fund flows into sustainable and ESG investments. The calendar-year record to date was in 2018, with just over $5.5 billion in assets going into sustainable investments, and no quarter (before this year) had seen inflows greater than $2 billion. But in 2019, each of the first three quarters has been marked by more than $4 billion in funds headed into sustainable mutual funds and ETFs. This year as a whole is likely to triple the previous record. Read more »

Unicorns: Putting Things in Perspective

According to Merriam Webster Dictionary, the definition of a unicorn is:

  1. a) a mythical, usually white animal generally depicted with the body and head of a horse with long flowing mane and tail and a single often spiraled horn in the middle of the forehead
  2. b) or something unusual, rare, or unique

The term unicorn has a different meaning in the investment world. In the venture capital industry, a unicorn refers to any tech startup company that reaches a $1 billion dollar market value as determined by private or public investment. The term was originally coined by Aileen Lee, founder of Cowboy Ventures. Read more »

Watch Arnerich Massena’s Third Quarter 2019 MarketCast


Arnerich Massena’s third quarter 2019 MarketCast is available for viewing. In this MarketCast, Co-CEO and co-CIO Bryan P. Shipley, CFA, CAIA, delivers a brief introduction; research analyst Ben Larsen provides a look at the third quarter of 2019, with an economic overview and market commentary, and senior wealth strategist Glen Goland, JD, CFP®, discusses what this means for client portfolios. Read more »

Watch Arnerich Massena’s Second Quarter 2019 MarketCast

Arnerich Massena’s second quarter 2019 MarketCast is available for viewing. In this MarketCast, Co-CIO Bryan P. Shipley, CFA, CAIA, delivers a brief introduction; senior research analyst Arthur Coyne, CFA, provides a look at the second quarter of 2019, with an economic overview and market commentary, and senior investment advisor Reegan Rae, CPWA®, discusses what this means for client portfolios. Read more »

Watch Arnerich Massena’s Impact Podcasts & Videos

Arnerich Massena experts bring impact investing to life in podcasts and videos. Learn about this remarkable opportunity set by hearing directly from the investment and research professionals who have been investigating impact investing for years. You’ll hear the passion and depth of knowledge firsthand, and gain a deeper understanding of the thoughtful approach and philosophy underlying Arnerich Massena’s impact investing portfolio. Click the links or access each of the videos below. Read more »