Insights
Research and Commentaries
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...
Inflation?
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.
2021 Capital Markets Forecast
While there are opportunities and challenges around us, we remain grounded in our approach to forecasting the investment markets with our 2021 long-term forecast and near-term sentiment.
Freedom + Responsibility
As a country, how do we balance our quest for personal freedom with our shared responsibility for each other?
What is the Market Saying?
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...
Responding to Crisis
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...
Increased Volatility in the Markets
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...
(Re)Balanced
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...
Investing for Economic Justice
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...
The Election
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...
The Costs of Federal (Non)Intervention
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...
2020 Mid-Year Capital Markets Forecast Update
“The Great Lockdown” as coined by the International Monetary Fund resulting from the health crisis, COVID-19 pandemic, has led to a significant loss in human life, extreme unemployment, financial instability, and a dramatic drop-in economic activity. This health crisis has caused a human crisis and an economic crisis.
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