Insights

During June, the FOMC voted to maintain the current target fed funds rate of 2.25-2.5% despite vocal opposition from the outside. Threats of an inverted yield curve still loom although economic conditions are still holding up better than expected. Inflationary pressure remains largely absent as...

U.S. private equity deal activity and total transaction value dipped slightly in Q1 2019, but prices on completed deals remain elevated. Continued record-breaking fundraising efforts and private equity dry powder (funds raised but not yet invested) will likely continue to drive competition and push deal...

During May, US-China trade tensions increased, and the fixed income markets reacted negatively. Intermediate to long term treasury rates fell by almost a half of one percent, and the yield curve is inverted out to three years and gently sloping upwards thereafter.  Interest rate futures...

In order to make sound investment decisions today, we are forced to make long term projections of portfolio returns. The methodology, assumptions, and original inputs for our approach to predicting long term portfolio returns are originally documented in our white paper titled, Projecting Long Term...