While the Eurozone has been combating both increasing political divisions and stagnant economic growth since the financial crisis, the United States has been a relative pillar of stability. Investors have rewarded U.S. equities with higher multiples reflecting: 1) its mix of more innovative and rapidly growing companies, especially in healthcare and information technology, 2) a … Continued

During the third quarter, there was an exceptional number of global events that may be increasing uncertainty and risk aversion in the securities markets, while perhaps leading to a shift in investor sentiments. Please click HERE to read more

Casey Clark, CFA, Head of Rockefeller’s ESG Research and Engagement team that recently won the prestigious PRI Research Report of the Year award, sat down to discuss the latest trends and opportunities in ESG investing at Bloomberg’s Private Capital panel Please click HERE to read more As of the publication date of this news, Hyde Park … Continued

Congratulations to our partners at Rockefeller Capital Management as they gain recognition from UNPRI for their market leading ESG research capabilities. Please click HERE to read more

The markets endured significant turbulence in August as investors wrestled with a deepening global economic slowdown and a menacing trade war. A deluge of gloomy reports around anemic growth, which has been stubbornly resistant to central bank stimulus, has bolstered fears of an impending recession. The U.S.-China trade war has entered a new phase, impacting … Continued

Though equity investors initially cheered lower interest rates as bond investors lament a race to the bottom in yield, the mood has suddenly turned. For the first time in ten years, the Federal Reserve cut interest rates by 25 bps, reshaping the economic and investment landscape. On top of the Fed’s “insurance policy” against a … Continued

There has been a plethora of articles and reports about Environmental, Social, and Governance (ESG) investment issues, as well as on Socially Responsible Investing (SRI), during the last three months. Several key trending topics include issues on opioids and private prisons. Additionally, the Principles of Responsible Investing (PRI) released the results of their respondents’ annual … Continued

In this quarter’s newsletter, we review the recent performance of the global leveraged finance markets as well as highlight the market changes in leveraged debt.   Please click HERE to read more

With recent media focus on the leveraged loan market, many misconceptions have surfaced surrounding the asset class.  Politicians and financial pundits have raised concerns over the size and growth of the loan market, covenants, and perceived similarities between CLOs and CDOs. Please click HERE to read more.

The bruising trade battle with China over economic, military, and technological supremacy could play out over many years with far-reaching implications. One of the most notable developments is the use of currency as a tool of foreign policy. The ubiquity of the U.S. dollar has played a major role in global commerce. Though China has … Continued