Market Outlook

April 17, 2019

Pax World Investment Outlook: Second Quarter 2019

In this quarter’s commentary, we consider how investor risk perception at any point in time may not be a good reflection of reality at either the market or individual stock level. In particular, we’ll take a closer look at how sustainability risks can lie hidden in the background.
January 9, 2019

Pax World Investment Outlook: First Quarter 2019

Volatility has returned, and we expect it to have continuing significance as we look out at 2019. In this environment, long-term investors who comprehensively assess risk, ESG factors and valuation have the potential to identify attractive opportunities at the asset class and security level.
October 23, 2018

Pax World Investment Outlook: Fourth Quarter 2018

Buoyed by continued strong economic data and company earnings, U.S. Equities had a strong third quarter.
July 24, 2018

Pax World Investment Outlook: Third Quarter 2018

Equity markets finished the second quarter on a down note as financial markets became jittery about the prospect of escalating trade tensions.
April 26, 2018

Pax World Investment Outlook: Second Quarter 2018

The first quarter of 2018 is in the books, and while the headline may be the S&P 500 Index’s first negative quarter since 2015, the defining narrative was the volatile path along the way.
January 24, 2018

Pax World Investment Outlook: First Quarter 2018

2017 is in the books, and equity investors, buoyed by stronger than expected earnings and the potential for tax cut stimulus, continued to push equity valuations higher.
October 20, 2017

Pax World Investment Outlook: Fourth Quarter 2017

Reading headlines over the last quarter sometimes felt like the beginning of the end of days. We’ve had five hurricanes make landfall in the region of North America, three of which set records:
July 19, 2017

Pax World Investment Outlook: Third Quarter 2017

Investing is about the future, and being able to distinguish true paradigm shifts from ordinary business cyclicality is important.
April 21, 2017

Pax World Investment Outlook: Second Quarter 2017

In this quarter's commentary, we'll take a closer look at the connection between technology and sustainable investing. We illustrate ways technology is driving economic value, along with positive environmental and social advances in the Energy and Healthcare sectors, respectively.
February 1, 2017

Pax World Investment Outlook: First Quarter 2017

In this quarter’s commentary, we’ll consider valuation risk in the wake of equity markets reaching near record highs in 2016 and take a closer look at what a Trump presidency may or may not mean for investors in cleaner energy and low-carbon technologies.