Insights
Research and Commentaries
Podcast – May 31, 2022: The Fixed Income Markets
This brief podcast featuring Chief Investment Officer, Jennifer Leonard, and Senior Research Analyst, Robin Meyer, covers some of the current challenges and opportunities in the fixed income markets.
This is a Test. This is Only a Test.
It has been a while since we have been tested like this. While we have experienced a few downturns in the past decade, there has been nothing like the current market environment. With the spread of COVID-19 in February 2020 into a global phenomenon, risk assets fell for...
Podcast – May 3, 2022: Non-US Equity Performance in 1Q 2022
This brief podcast featuring Chief Investment Officer, Jennifer Leonard, and Senior Research Analyst, Jared Hobson, covers some of the issues that contributed to the underperformance of the non-US equity asset class. Jared also discusses some of the opportunities within...
1Q 2022 Capital Markets Update
1Q 2022 saw war in Ukraine increase volatility and negatively impact most markets except for some commodities, inflation continue to increase, economic growth moderate, and short-term yields rise causing the yield curve to invert at times. We examine these themes in the...
Podcast – April 4, 2022: Syntrinsic’s 2022 Capital Market Views
This brief podcast featuring Anna Todorova, Chief of Staff, and Akasha Absher, President, covers a description of Syntrinsic's Capital Markets Forecast, the key points from the 2022 Forecast, Syntrinsic's views on the impact of the Russia/Ukraine crisis, and what this...
Does Russia’s Invasion of Ukraine Change Our Investment View?
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...
Disentangling Inflation
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....
2022 Capital Markets Forecast
“Uncertainty must be taken in a sense radically distinct from the familiar notion of Risk, from which it has never been properly separated...It will appear that a measurable uncertainty, or "risk" proper...is so far different from an unmeasurable one that it is not in...
Private Debt | 2021
Financial regulations resulting from the Great Financial Crisis, including Basel III, The Dodd-Frank Wall Street Reform, and the Consumer Protection Act (2010) have attempted to ensure that banks are well-capitalized to avoid future taxpayer bailouts of banks. As a result,...
2021 Mid-Year Capital Markets Update
In the past six months, the economy has almost fully reopened, US initial jobless claims have dropped nearly to pre-COVID-19 crisis levels, the S&P 500 is up 15% (as of 6/30/21), consumer confidence is improving, and US financial conditions are strong. The extreme...
2021 Impact Investing Landscape Scan
The Gates Family Foundation, a $500M private family foundation based in Denver, Colorado, commissioned Syntrinsic to conduct a landscape scan of the foundation community’s engagement in impact investing. This scan represents one of the tools that the Foundation’s Board...
Quality Matters
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 earnings...
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