At the beginning of February, we published an analysis explaining why SRI portfolios had underperformed in 2025. We explained that this was neither an error nor an anomaly, but rather the natural result of applying different investment criteria within the same risk framework, and that SRI investing goes through favourable and unfavourable market cycles that…
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This is not a report. It’s a letter. We’re here to make money, yes—but also to enjoy the journey.
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Value ETF Portfolios Lead Performance in 2026. Following the outstanding performance of our portfolios through the end of June 2026, we review the results of inbestMe’s Value ETF portfolios.
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As a complement to the exceptional returns achieved by our portfolios as of the end of June 2026, we review the performance of inbestMe’s dollar-denominated ETF portfolios.
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This article complements our recent series reviewing the performance of inbestMe’s investment portfolios as of the end of June 2026.
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This report complements our report on the performance of inbestMe investment portfolios as of the end of the first half of 2026, focusing specifically on our pension plan portfolios.
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Market Commentary – End of June 2026 Despite the geopolitical tensions surrounding the conflict involving Iran, the United States and Israel, global equity markets posted a record-breaking quarter. Wall Street ended the second quarter of 2026 with the S&P 500 up 15% and the Nasdaq up 21%—its strongest quarterly performance since 2020. The Dow Jones…
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At inbestMe, we continue to expand our range of investment solutions to help our clients better plan their financial goals. As we recently reported, the more conservative portfolios at inbestMe have continued to meet their objectives in 2025.
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As expected, the European Central Bank decided not to change interest rates and reiterated its confidence that inflation will continue moving toward its long-term 2% target.
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During January 2026, we published the returns of our portfolios in 2025, which were especially positive overall. In this context, we also noted that ISR portfolios had clearly underperformed standard portfolios, an issue also discussed when analyzing ISR pension plan results.
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