Media – Blog
October 18, 2022
How Russia's halt on the Nord Stream 1 pipeline may lead to energy shortages in Europe Co-authored by: Matthew Paniati As the US economy faces high inflation, slowing growth, and aggressive monetary policy, another macroeconomic threat has presented itself overseas. On August 31st, 2022, Russian-controlled Gazprom PJSC announced an indefinite
Read more
September 21, 2022
Market participants seeking guidance on what sustainability means for their business and how to implement something more than a working definition have led financial regulators and standard setters to start crafting sustainable reporting frameworks. While still in their infancy, they mark a significant step towards effectively integrating sustainability concerns into
Read more
September 21, 2022
Given their aggressive efforts to tame price pressures over the past few quarters, Chair Powell and the Federal Reserve were likely to have been very disappointed by the release of August’s Consumer Price Index. Despite a 2.25% increase in the overnight lending rate over just four meetings, the reading came
Read more
July 25, 2022
Inflation and recession, two words on the top of every investor’s mind right now. In our recent post on Inflation Winners and Losers, we talked about how the near-term outlook for inflation is relatively entrenched. This matters because the Fed has thrown the weight of its credibility on reducing inflation,
Read more
July 21, 2022
These are certainly challenging times for the Federal Reserve. The past few weeks brought new data confirming historically tight conditions in the labor market alongside soaring domestic price pressures. While the Fed’s recent aggressive rate hikes have yet to cool inflation, concerns are growing that the pace and scope of
Read more
July 7, 2022
In the past twelve months, inflation has slowly become one of the greatest issues challenging the global economy. As the Fed has responded with the most aggressive interest rate increases in decades, treasury professionals have an opportunity for higher return potential on their cash investments. However, they need to be
Read more
July 7, 2022
Investors grew increasingly concerned about the risk of recession in late June. Stock markets were particularly volatile on Thursday with the S&P giving up 0.9% on the day and 21% over the first half of the year, marking the worst performance since the 1970s. The DJIA declined 0.8% and the
Read more
June 24, 2022
The old saying that the only constant is change rings true in the realm of ESG investing. The pace at which the ESG landscape continues to shift is remarkable, and it routinely leaves government organizations, companies and investors struggling to keep step. Perhaps unsurprisingly then, there is now a demand
Read more
May 27, 2022
The global economic landscape and cash investing have experienced sizeable market shifts in the past year due to the ongoing disruptions to supply chains, geopolitical tensions with the conflict in Ukraine, rising inflation across the globe and the Federal Reserve’s interest rate tightening cycle. Institutional cash investors will need to
Read more
April 18, 2022
It’s no secret that tech giants enjoy healthy profits, but less well known is just how much cash these cash cows have. At the end of 2021, Big Tech (Apple, Alphabet Inc., Amazon, Microsoft, and Meta) held a combined $476.7 billion of cash, cash equivalents, and marketable securities. To put
Read more