Library

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » The Great Rate Hike

September 11, 2015 | Investment Management

Recent headlines suggest that bond investors are bracing for heightened volatility in fixed income markets, with pundits citing an eventual Fed rate hike as the catalyst that could give rise to further market gyrations. As the Fed moves toward policy normalization, investors are concerned that …

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » “Safe” Can Be Risky

September 01, 2015 | Investment Management

The last several years have been defined by historically low interest rates, and using a bond index fund to gain market exposure to the broad fixed income market has become a more prevalent investor strategy. While rates have seen historic lows, they are expected to rise over time. Given the …

Ebrahim Busheri

Director of Investments

Markets & Economy » Our Perspective on Recent Volatility

August 25, 2015 | Market Commentary

Last Thursday and Friday, domestic equity markets saw the sharpest two-day decline since 2011, with the S&P 500 Index, Dow Jones Industrials Index and Nasdaq Composite falling 5-6% over two days. It was a similar start to this week, with broad U.S. stock indexes down approximately another 3% …

Endowments & Foundations » Managing Spending Needs in Today’s Low Interest Rate Environment

July 20, 2015 | Market Commentary

Introduction For many investors, the need for current income to support spending needs is a primary investment objective. For example, investors that may place a priority on maintaining stability of current income needs include: High net worth investors in or near retirement Endowment/ …

Endowments & Foundations » Charitable Giving in a Low Interest Rate Environment

March 12, 2014 | Fundraising

Introduction There are numerous types of charitable giving vehicles available to those who have a desire to make substantial gifts to charity. If used effectively, charitable giving can be an important component of a strategic financial plan that benefits both the donor and the charity. To do so, …


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