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The Case for Active Management in ESG
by Scott Klimo, Bryce Fegley of Saturna Capital, 11/7/18

Perhaps the most dominant trend in the mutual fund industry over the past several years has been the rise of passively managed, index-tracking mutual funds and exchange traded funds (ETFs), which have supplanted a large portion of actively managed assets under management.

The Disruptive Destiny of Demographics
by Scott Klimo of Saturna Capital, 12/22/17

Few things in this world can be predicted with accuracy over multiyear periods and fewer still over multidecade spans. One exception is population demographics. Based on data today, we have a good idea how populations will develop through 2050.

Don't Be a Consumer Dinosaur
by Scott Klimo of Saturna Capital, 1/14/16
The Consumer Staples sector logged solid stock market performance in 2015, outpacing the S&P 500 Index. Intra-sector performance, however, varied widely, even among companies we might consider similar blue chips. Clorox enjoyed double-digit appreciation, while Procter & Gamble saw a double-digit share price decline, and Church & Dwight came in between the two. Changes to the market landscape are forcing Home and Personal Care companies to evaluate past practices and develop new strategies to address the evolution of consumer preferences and purchasing behavior.

The 401(k) Event Horizon
by Scott Klimo of Saturna Capital, 7/25/14
Who would have guessed in 1973 that Roger Waters' meditation on life's fleeting passage would describe the dilemma faced by many today as they consider how best to save for retirement? The good news is that missing the starting gun doesn't prevent you from joining the race. We have all seen the calculations of how big our nest eggs could be if we started saving and investing at a young age, but those unable to do so still have an opportunity to build substantial savings.

Malaysia's Post-Election Investment Outlook
by Scott Klimo of Saturna Capital, 5/22/13
Earlier this year we identified ASEAN as the most attractive region within the emerging markets universe. That prediction has proved accurate. Market indices (USD returns) year-to-date through April in the Philippines, Thailand, and Indonesia are 23%, 22%, and 16%, respectively. Singapore (which we do not consider an emerging market) gained 6%, while Malaysia rose only 3.9%. So whats the outlook for Malaysia?

Emerging Markets Outlook: Will Emerging Markets Continue Their Run in 2013?
by Scott Klimo of Saturna Capital, 2/22/13
A number of times we have been asked whether emerging markets will continue their run in 2013. Our response typically begins with the following clarification: "Emerging markets" may be a handy way to refer to the countries that constitute a generally recognized asset class, but this group is far from monolithic. Widely differing levels of development, economic drivers, opportunities to invest, and returns exist under the emerging markets umbrella. For this reason it's not entirely correct to imply that "emerging markets" had a run in 2012.
6 results found.