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Markets & Economy » FAQ: Fixed Income & Volatility
May 26, 2022 | Investing
The past few weeks, months, and even years have been chaotic to say the least. We’ve invested through a global pandemic, supply chain backlogs, and war – it seems like investors can’t catch a break, especially with the recent selloff. The latest hurdle is in navigating seven straight weeks of …
Insights for Non-Profits » The Non-Profit Volatility Advantage
May 18, 2022 | Investing
Market selloffs are never easy. It doesn’t matter whether you are an individual investor, a financial professional, or a non-profit organization, down markets are difficult to get through. But unlike many investors, the endowments and foundations that support non-profits and their missions …
Markets & Economy » May’s Market Selloff
May 11, 2022 | Investing
Key Takeaways: A falling market, rising interest rates, inflation, and growth worries are all challenging financial markets To fight inflation, the Fed is tightening financial conditions, threatening to cause a recession and spooking markets in the process We believe in deploying a truly …
Library » May Perspective
May 02, 2022 | Investing
What's New The volatility and uncertainty investors have experienced to start of 2022 continued all the way through the end of April, capped off by the Nasdaq’s 4.2% drop on Friday, and pushing the growth-oriented index into a bear market (defined as 20% or more below the all-time high). …
Library » From the Desk of our Fixed Income Director
May 02, 2022 | Investing
Hear our expert, in-depth views on recent economic and market issues. In this From the Desk letter, our Managing Director of Fixed Income dissects the rising rate environment, whether or not inflation has reached an inflection point, and portfolio construction considerations to prepare for a …
Library » Webinar: How an Active Approach Can Combat Inflation
April 28, 2022 | Investing
The current market environment is flashing yellow. And while some are ready to sound alarms, the reality is that investors must balance both growth and protection as we go ahead. This is no easy balancing act as with issues threatening financial markets, the economy, inflation, …
Markets & Economy » Oil: Why We Sold
April 21, 2022 | Investing
Key Takeaways: Oil prices are sensitive to supply and demand imbalances, which were originally disrupted by the COVID-induced demand collapse War and sanctions are now causing a non-fundamentally driven spike in oil prices Following our Hurdle Rate strategy, we made the recent decision to …
Library » April Perspective
April 04, 2022 | Investing
Notable News After months of anticipation, the Federal Reserve raised interest rates by 0.25% percentage points for the first time this year, beginning the process of interest rate normalization for this market cycle. The pressure to decide to raise rates had been building, and continues to …
Markets & Economy » Logic Behind Logistics & Supply Chains
March 16, 2022 | Investing
Logistics companies, such as FedEx and UPS, are beneficiaries of ongoing supply chain issues with their massive networks of aircraft, ground delivery vehicles, sorting and distribution hubs, and service centers to move goods around the world. The bottlenecks, initiated by the global health …
Library » March Perspective
March 01, 2022 | Investing
Selling Pressure Market volatility continued throughout February, especially late in the month, as investors responded to the ramifications of the ongoing Ukraine-Russia crisis. Such reactions resulted in the S&P 500 closing down more than 10%, constituting a correction, in the middle of last …