Library

Marc Bushallow

Managing Director, Fixed Income

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

December 23, 2016 | Investment Management

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, …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Endowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk

November 15, 2016 | Investment Management

Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

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

April 26, 2016 | Investment Management

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. Why should Endowment & Foundation investors be …

Markets & Economy » Addressing Long-Term Goals During Short-Term Volatility

January 26, 2016 | Investment Management

Assumptions about future returns are made every day by a wide variety of investors. These assumptions are often based on annualized returns that can mask tremendous amounts of performance variation. For instance, a simple blended portfolio consisting of 55% U.S. Large Cap stocks and 45% …

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 …


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