In addition to being a human rights travesty and geopolitical game-changer, Russia’s invasion of Ukraine on February 24 introduced widespread volatility across the markets, with notable asset price movements in commodities, fixed income, and global equities. It can be...
Pandemics have existed throughout history, yet in many ways, it seems we felt we were immune from such calamities given our lack of preparedness. Since the occurrence of the Spanish Flu in the early 1900s, there has not been a pandemic of such scale in modern times....
Someone approaches you with an offer. They want to sell you part of their company. You take a quick look at their metrics. They’ve got more debt than they can afford, especially if interest rates rise. Cash flow is weak and there is little prospect for meaningful...
Inflation is an insidious enemy to mission-oriented investors because it chips away at the value of investments, acting as a kind of silent tax, reducing the value of grants, programs, and operating budgets.
What does the performance of the US stock market in 2020 tell us about the strength of US companies and confidence of equity investors? It depends on how you slice it. The market-weighted S&P 500 is up 5.6% from January 1 to September 30. Not bad, all things...
Many institutional investment advisors, including Syntrinsic, anticipate lower capital market returns over the next decade due to the long-term economic ramifications of the pandemic. With these lower return expectations, many nonprofit organizations are wrestling...
September has been an intense month and a rollercoaster for the equity markets. On one hand, there is some good economic data. On the other hand, the U.S. Federal Reserve (FED), the National Bureau of Economic Research (NBER), and the S&P 500 seem to be indicating...
My family recently had the opportunity to go on a guided fishing trip at Blue Mesa Reservoir. Spanning 20 miles in Gunnison County, Blue Mesa is Colorado’s largest body of water and one of the largest high altitude bodies of water in the United States. It is also home...
The events of the last few months with the shootings of unarmed black men and a woman and the extreme health crisis leading to continued economic disparity for women and people of color (higher unemployment rates1 and intensifying income inequality2) have resurfaced...
The 2020 election represents our sixth presidential election advising clients. Many voters felt that each of these elections reflected the increasing polarization of America and represented a “do-or-die” battle for the soul and future of our country. That emotional...
On March 27, 2020, the President approved the CARES (Coronavirus Aid, Relief, and Economic Security) Act, a $2.2 trillion package of economic interventions to support individuals, small businesses, hospitals, and state, local, and tribal governments.1 The goal was to...
The global pandemic halted economic activity creating a sharp drop in growth in the UK, Japan, and the Eurozone in the second quarter.