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
Preferred Share Commentary | September 2024
Jeff Herold
In September, the preferred share market finished with a positive return despite trading sideways for most of the month. Both bond and common equity markets had strong months due to the prospect of declining interest rates. Numerous central banks around the world lowered interest rates, including a 50 basis point cut by the U.S. Federal […]
Read MoreBond Commentary | September 2024
Jeff Herold
The bond market enjoyed its fifth consecutive monthly gain in September as numerous central banks around the world lowered interest rates in efforts to stimulate their respective economies. Of particular note, the U.S. Federal Reserve began reducing rates as U.S. inflation continued to decelerate. The prospect of easier monetary policy in the coming months prompted […]
Read MoreThe Fed “Recalibrates” Investors’ September Worries and Sends Stocks Back to All-Time Highs!
John Zechner
Following the sharp sell-off and subsequent recovery in stocks in August, investors were noticeable nervous as we headed into September, historically the worst month for stocks. While the market got off to a rough start again in the first week, it was straight up after that as the Federal Reserve’s jumbo-sized rate cut and the […]
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