All Posts By

James Bradley

ESG and Voting Rights

By Investing, PFA Ponderings

ESG factors play an increasing part in the investment selection and management process at companies like PFA and across the industry.  Investors ultimately aspire to confront Environmental, Social and Governance issues in three ways: Focusing more investment on companies that lead the way on ESG issues; Withholding investment in companies…

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Market Commentary | May 2021

By Market Commentary

Summary Market Review We bid a fond farewell to 2020 with hopes that 2021 might be a ‘quieter’ year. January, however, had other designs. During the first week of the month, protesters stormed the United States Capitol, leading to violence, the disruption of the presidential election certification, and several deaths….

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Market Commentary | January 2021

By Market Commentary

  Summary Market Review  2020 was a year of tremendous change and disruption.  The year started with a SARS-like virus, first detected while spreading in China, being diagnosed in the US in January.   February saw rapid movement in the virus taking hold, and featured political intrigue, with the impeachment of…

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2020 Year in Review

By PFA Ponderings

2020 Year in Review For at least six years now, Craig and I have been alternating the responsibility of writing up our “year in review.” Somehow, I drew the short straw, and got stuck with 2020. Just my luck. I get to review the year that everyone’s trying to blot…

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FinTech: A “Peek under our Hood”

By PFA Ponderings

If you’re not familiar with the term ‘FinTech’, you probably will be at some point soon.  Financial technology (that’s what FinTech means) has progressed massively since the year 2000, and will likely continue to grow exponentially in capability and scope.  Online banking, digital transactions, robo-advisors and cryptocurrencies are all significant…

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