Outsourced CIO
The price of risk assets continued to grind higher during the first quarter amidst positive economic data. Strong GDP growth and moderating inflation have created a "goldilocks" set of conditions that have boosted consumer confidence and spending on goods and services. Capital markets have continued their upward trend…
Outsourced CIO
The consistent decline in inflation reading and Jerome Powell's recent indication that the Federal Reserve may consider cutting rates in 2024 have led to an increased sentiment that the economic slowdown anticipated in the U.S. in 2024 may be a "soft landing" rather than a true economic recession.
Asset Class Reports
In the fourth quarter, U.S. equities rallied on expectations that the Federal Reserve would begin cutting rates in early 2024 following weak economic data coming out of both the US and international markets. Rate-sensitive sectors like technology, consumer discretionary, and real estate did well, while energy dipped in…
Asset Class Reports
In the third quarter, U.S. equities saw their first quarterly decline since the Q3 of 2022. The energy sector propped up market-wide performance, in large part due to elevated oil prices created by supply-constricting efforts from Saudi Arabia and Russia. Utilities, real estate, and consumer staples all posted material…
Outsourced CIO
The steadfast stance taken by the U.S. Federal Reserve to fight the post-pandemic inflation surge continues to be a significant driver of market volatility. Eighteen months after the first federal funds increase in March 2022, the U.S. Treasury yield curve has shifted meaningfully along all maturities. The inverted yie…






2023 Investment Forum Speakers


Kathleen Taylor
Chair, Altas Partners
"Board Member Recruitment: Consider the Three C’s"


Billy Rahm
Head of Global Real Estate and Managing Director, Centerbridge Partners
"Strategies in Value-Add and Opportunistic Real Estate"