High Performance Institutional Money Management
Our goal is to provide our institutional clients with the best possible long-term investment performance commensurate with their specific plan objectives, based on each individual client’s requirements.
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Latest Commentary
Bond Commentary | February 2025
Jeff Herold
surprise imposition of tariffs on Canada, Mexico, and China by U.S. President Trump on the opening weekend of February initiated a trade war that caused substantial volatility in the bond market, as well as other financial markets. On February 3rd, the first business day of the month, bond prices opened substantially higher as the economic […]
Read MorePreferred Share Commentary | February 2025
Jeff Herold
Despite financial market volatility, the preferred share market had a solid month in February. Volatility throughout the month was created by on-again, off-again headlines regarding the imposition of tariffs on Canada, Mexico, and China by U.S. President Trump. Preferred share performance was supported by corporate activity during the month, including an unexpected redemption announcement. Also, […]
Read MoreBond Commentary | January 2025
Jeff Herold
Bond market volatility remained elevated in January, with yields fluctuating in unusually wide ranges. In the first half of the month, investors were focused on the potential for the incoming U.S. administration’s policies to cause higher inflation while failing to address the massive budgetary deficit. Bond yields moved sharply higher notwithstanding the U.S. Federal Reserve’s […]
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