Is ESG Compatible with Faith-Based Investing?
Faith-based investing is becoming increasingly relevant in the financial world, reflecting a genuine desire to invest ethically, responsibly, and in full alignment with Christian values. In recent years, ESG criteria (Environmental, Social and Governance) have become a global reference for investors seeking to integrate sustainability into their portfolios. But a key question remains: Is ESG […]
Catholic Investing according to Catholic Social Teaching
Catholic investing has gained increasing relevance as more investors seek to live out their faith also in the financial sphere. Inspired by the Church’s Social Doctrine, this form of ethical investing provides a clear, stable, and demanding framework for guiding economic decisions in coherence with Christian values upheld by the teachings of the Magisterium. In this way, […]
Why ESG Fails Catholic Investors (and What to Do About It)
ESG investing emerged as an attempt to incorporate environmental, social, and governance factors into portfolio decisions. Many investors embraced ESG as a way to engage in socially responsible investing or faith-based investing, bridging the gap between profit and purpose. Some Catholic organisations even attempted to adopt ESG frameworks with the hope that they would align […]
October Market Review
In October, global markets remained positive, with the Nasdaq technology index and emerging markets (MSCI Emerging Markets +4.2%) clearly leading the way. With the exception of China, which fell 3.9% due to weak domestic demand, the gains were led by countries such as Korea (+24.5%) and Taiwan (+10.8%), thanks to companies linked to artificial intelligence […]
Religious Freedom: an Inalienable Principle of Faith Based Investing
At Altum, we believe that every act of Catholic, faith based investing should pursue a dual objective: achieving a reasonable return while fully respecting the Magisterium of the Church. That’s why, when we assess whether a company is investable or not, we don’t just look at returns, cash flows, and risks; we also examine whether […]
How Does the Social Teaching of the Church Apply to Financial Analysis?
At Altum Faithful Investing, we believe that investing is not only about seeking returns — it’s about acting in harmony with faith and values. Every financial decision has an impact on society, which is why faith-based investing is grounded in the ethical principles of the Social Teaching of the Church. These principles are expressed through […]
September Market Review
September turned out to be a very positive month in what is historically a weak period. This strong performance is even more remarkable given that stock market valuations are at record highs. In the case of fixed income, the increases reflected investor optimism ahead of the upcoming Federal Reserve (Fed) meeting and expectations of a […]
August Market Review
August, in absolute terms, left a positive balance with some signs of prudence and, if we look a little more in depth, a certain concern. Both equities and fixed income rose in general terms thanks to growing hopes of rate cuts by the Fed in September. On the other hand, a certain caution is perceived […]
July Market Review
July was an intense month in financial markets, with record highs despite the uncertainty sparked by Trump’s tariff announcements. Fixed income fell slightly in local currency, dragged down by declining yields across all maturities from one year onwards. Why are global equity markets performing so well amid geopolitical tensions and macro uncertainty? Investors usually price […]
Proxy voting: a simple tool to vote in shareholder meetings with integrity
When we speak about Catholic investing, we often think about which sectors to avoid, which companies to support, or how to build a portfolio that aligns with our values. But there’s another, less visible—yet equally important—dimension of ethical investing: the right to vote as a shareholder. Because investing is not just about putting our resources […]