Markets & Economy » Monthly Outlook - September

September 11, 2017 | Market Commentary

Our Monthly Outlook Update provides our perspective on North Korea, the Whole Foods/Amazon deal, fixed income, and more.

Product Spotlight: Strategic Income

July 13, 2017 | Investment Themes

Chris McAvoy, Portfolio Strategist for Multi-Asset Class Solutions, discusses how our Strategic Income strategy takes an innovative approach to generating income in today’s low-yield environment.

July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

Semi-Annual Outlook

June 26, 2017 | Active Management

As we enter the second half of 2017, we provide our view of what to expect in global financial markets, and highlight how active management may help navigate the current market environment.

Markets & Economy » Federal Reserve Hikes Rates, Ushers in Accelerated Pace

March 16, 2017 | Fixed Income

In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent...

Markets & Economy » 2017 Could be the Year of the Active Manager

February 10, 2017 | Active Management

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the reality of today’s environment.

Markets & Economy » Monthly Outlook - February

February 08, 2017 | Market Commentary

Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more.

Marc Bushallow

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » Fed Raises Rates: Implications for Fixed Income Investors

December 23, 2016 | Fixed Income

The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, also by 25 basis points.

December 2016 Perspective

December 08, 2016 | Market Commentary

Our December Perspective provides our view on the latest US and global economic news. This month’s edition includes updates on China, England, fixed income, and our US outlook in the wake of the election.

Webinar: Where to Stash Your Cash

October 14, 2016 | Fixed Income

Marc Bushallow, Managing Director of Fixed Income, and Joseph Rulison, CEO of three+one discuss today’s environment, how it impacts your organization, and cash management strategies that may enhance income in light of these challenges.

October 2016 YourShare

October 12, 2016 | Market Commentary

The second estimate of second-quarter gross domestic product (GDP) growth was revised down slightly from a 1.2% seasonally-adjusted annual rate to 1.1%. Lower readings for government spending and housing construction were...

BDIA FAQ: Common Questions from Municipal Treasurers

September 14, 2016 | Fixed Income

Municipal treasurers are seeing nominal returns on their deposits with banks, given recent regulations and the current low interest rate environment. Post-financial crisis regulations limit the amount of cash banks can accept therefore turning non-operating deposits into a liability.

Marc Bushallow

Marc Bushallow

Managing Director, Fixed Income

Comparing Traditional Cash Management Strategies

August 17, 2016 | Fixed Income

Recent regulations and the current low interest rate environment are limiting how much organizations can earn on their excess cash. A Bank Deposit Investment Account (BDIA), a customized cash management solution that can help organizations generate more income on their excess cash, may be worth considering.

July 2016 Perspective

July 06, 2016 | Market Commentary

The nonfarm payroll report released at the beginning of June showed that the economy created only a paltry 38,000 jobs in May, well below the 178,000 average for the first four months of the year. The unemployment rate fell to 4.7% from 5.0%, but only due to a significant drop in the size of the labor force.

Investing Cash Balance Plan Assets

June 23, 2016 | Retirement Plans

Cash Balance plans are the fastest growing segment of the qualified retirement plan marketplace. At the end of 2001, there were 1,337 Cash Balance plans in the United States, representing 3% of all Defined Benefit plans, while at the end of 2013 there were 12,721, representing 28% of all Defined Benefit plans.

Unlocking Income: Using a BDIA to Optimize Cash

June 07, 2016 | Fixed Income

Recent regulatory changes have made it challenging for organizations to generate income on excess cash to help meet their goals. Learn more about an alternative cash management solution and how organizations can maximize its benefits in our new post, Unlocking Income: Using a BDIA to Optimize Cash.

Our View » Optimizing Your Cash With a BDIA

May 20, 2016 | Fixed Income

Institutions are quickly realizing that this is not the same world it once was - and it's never been more important to develop their cash management strategies.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowments & Foundations » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income

April 26, 2016 | Investment Themes

Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed.

Marc Bushallow

Marc Bushallow

Managing Director, Fixed Income

Product Spotlight: Unconstrained Bond Series

April 15, 2016 | Fixed Income

Managing Director of Fixed Income, Marc Bushallow, discusses our Unconstrained Bond Series.

Endowments & Foundations » Webinar: The Hidden Risks of Fixed Income for Endowments & Foundations

April 05, 2016 | Fixed Income

Marc Bushallow, Managing Director of Fixed Income and Nicholas Cintineo, Senior Investment Consultant, discuss the importance for Endowments & Foundations to navigate the risks that exist in today's fixed income environment in order to stay on track towards long-term goals.