Energy Renaissance: Three Signposts to Watch

Supply concerns took U.S. West Texas Intermediate (WTI) oil prices below $50 a barrel recently, amid nine straight weeks of rising crude stockpiles, before inventories finally declined as reported in the U.S. Energy Information Administration (EIA) March 10 update. Natural gas prices have also slid about 25% of late

Read More

Going Purely Passive May Raise Litigation Risk Exposure

In response to the wave of 401(k) fee litigation in recent years, many plan sponsors have concluded that...

Mar 23, 2017

Capital Structure Seniority with a Side of Lower Volatility

Late last year, three-month LIBOR surpassed 1%, making LIBOR floors a thing of the past.

Mar 23, 2017

Policy: Here, There, Everywhere

The Fed raised rates as expected last week, and their latest dot-plot suggests two more tightening moves this year, and gradual tightening in 2018-2019. This seems reasonable...

Mar 22, 2017

Trump and Trade: What Are the Risks?

President Trump has been an unabashed protectionist for decades, so it is no surprise that he has appointed the most hawkish trade team since Smoot-Hawley.

Mar 20, 2017

Hesitancy Looms over Financial Markets

U.S. government bonds have been on a bit of a ride. Late in February, they rallied, and U.S. ten-year treasury yield fell to 2.313%, its lowest close since...

sign up now to receive our latest blog posts