Our most recent quarterly outlooks

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Outlook 2022: The journey towards a sustainable economy takes flight

From ambitious climate pledges to inflationary and supply chain pressures, here are the key themes that we believe will shape global markets over the coming year.

8 Dec 2021
ByBruce Jenkyn-JonesHubert AartsChris DodwellJulie Gorte, Ph.D.Joseph KeefeKirsteen MorrisonOscar Yang

Pax World Funds Investment Outlook: Fourth Quarter 2020

In this quarter’s commentary, we share perspectives on systemic risks, including pandemic risk, climate risk, biodiversity loss, and racial and gender discrimination and inequality. All these issues have spread quickly around the globe, and all of them have and will continue to affect the economy and financial markets.

15 Oct 2020
BySteve Falci, CFA®Julie Gorte, Ph.D.

Pax World Funds Investment Outlook: Third Quarter 2020

In this quarter’s commentary, we share perspectives on the rapid rebound in equities amid continued COVID-19 uncertainty, resiliency in sustainable investing and the sharper focus placed on sustainability as a result of the pandemic and uprising against racism.

13 Jul 2020
BySteve Falci, CFA®Julie Gorte, Ph.D.

Pax World Funds Investment Outlook: Second Quarter 2020

In this quarter’s commentary, we cover the unprecedented market events of the first quarter and the continued economic uncertainty going forward due to the COVID-19 crisis. We also share perspective about how our investment discipline may help navigate elevated market volatility.

9 Apr 2020
BySteve Falci, CFA®Julie Gorte, Ph.D.

Pax World Investment Outlook: First Quarter 2020

In this quarter’s commentary, we discuss strengthening portfolios by addressing climate risk and targeting three opportunities with alpha potential.

22 Jan 2020
BySteve Falci, CFA®Julie Gorte, Ph.D.

Pax World Investment Outlook: Fourth Quarter 2019

In this quarter’s commentary, we explain why there is reason for optimism despite recent public-policy setbacks on sustainability issues. Companies and investors have been stepping in to fill the void on a range of issues.

17 Oct 2019
BySteve Falci, CFA®Julie Gorte, Ph.D.

Pax World Investment Outlook: Third Quarter 2019

In this quarter’s commentary, we consider how sustainability and competitiveness go hand-in-hand. Companies that embrace sustainability can improve their ability to compete today and over the long-term.

19 Jul 2019
BySteve Falci, CFA®Julie Gorte, Ph.D.

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.

17 Apr 2019
BySteve Falci, CFA®Julie Gorte, Ph.D.

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.

9 Jan 2019
BySteve Falci, CFA®Julie Gorte, Ph.D.
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