Insights

The first Federal Open Market Committee meeting of the year shed additional light on the committee’s decision-making process and provided investors further information that must be factored into their investment process. Specifically, fixed income investors must now incorporate the committee’s approved statements and the participants’ rate forecast when constructing a balanced, comprehensive portfolio that weighs both risk and reward. Here’s what I mean.

The Economic Booklet is our reference tool for clients. Displaying graph and chart views of the global economy, this piece guides clients through factors that impact their business.

We are honored to be included in this prestigious list, and have our amazing employees and clients to thank for this recognition. Our clients are literally changing the world, and it is both our opportunity and challenge to help them accomplish their most ambitious goals.

Join our panel of experts as they review the factors driving your industry and affecting your company’s performance. You'll gain deeper insight into how your sector is performing relative to other sectors in each industry, and to the industry overall.

Extending credit to customers requires strong policies, thoughtful benchmarking, and active management. Both CFOs and chief credit officers have a role in setting effective credit policies - without compromising the company’s financial condition.

Tugs of war are occurring all around us and the resulting uncertainty is driving investor and consumer behavior. Read our analysis of the compelling trends that  will affect investor and consumer behavior in the coming year.

The Brazen Dozen is a list of twelve events that I believe have a 40 percent probability of occurring during the year. These events skirt the outposts of probability.

Section 619 of the Dodd-Frank Act, commonly referred to as the "Volcker Rule," strictly limits banking entities' ability to sponsor and invest in hedge funds and private equity funds.