Our most recent quarterly outlooks

View all

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.

Pax World Investment Outlook: Fourth Quarter 2018

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

23 Oct 2018
BySteve Falci, CFA®Julie Gorte, Ph.D.

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.

24 Jul 2018
BySteve Falci, CFA®Julie Gorte, Ph.D.

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.

26 Apr 2018
BySteve Falci, CFA®Julie Gorte, Ph.D.
Scroll to top
User Agent: CCBot/2.0 (https://commoncrawl.org/faq/)