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 | August 2024
Jeff Herold
In August, the preferred share market moved sharply higher. The market traded down early in the month as global equity market volatility sparked a flight-to-safety bid for bonds. The volatility was led by Japan’s Nikkei index which plunged almost 20% in the first three days of the month, but other stock markets also experienced sharp […]
Read MoreBond Commentary | August 2024
Jeff Herold
Global equity market volatility sparked a flight-to-safety bid for bonds early in August. The volatility was led by Japan’s Nikkei index which plunged almost 20% in the first three days of the month, but other stock markets also experienced sharp declines. A reversal of the yen carry trade following the Bank of Japan’s July 31st […]
Read MoreMucho Ado about nothing!
John Zechner
It began badly. But four weeks on from the worst volatility blowup since the pandemic, August will just go down for now as another opportunity to ‘buy the dip’ in the stock market. After all the early month volatility and ‘near panic’ about emergency Federal Reserve interest rate cuts, the S&P 500 posted a 2.3% gain as […]
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