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 2024
Jeff Herold
For the second consecutive month, global bond markets unwound some of the late 2023 optimism regarding central bank rate cuts. Yields of benchmark government bonds rose and their prices fell as inflation remained above the desired 2.0% level and economic activity was sufficiently strong to forestall urgent rate cuts. Notwithstanding the rise in bond yields, […]
Read MorePreferred Shared Commentary | January 2024
Jeff Herold
In January, the preferred share market moved sharply higher, with performance significantly better than both bond and equity markets. From the first trading day to the end of the month, investors seemed to be attracted to the yields available in preferred shares. A large index rebalancing at mid-month reinforced attention on the asset class and […]
Read MoreFourth Quarter Letter | December 2023
Jacqueline Ricci
Good-Bye 2023!! The past year proved to be challenging with the Fed embarking on a rate-tightening cycle to curb inflation and restore it to their targeted level. Consequently, markets experienced numerous fluctuations throughout the year, leaving investors grappling with pivotal questions: recession or a soft landing, persistent rate hikes or a pivot, ongoing global conflicts, […]
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