The Advisor: Fixed Income Strategy

Advisor

We may have seen the last rate hike, but when will we see the first cut? Entering 2024 it was widely believed that interest rate cuts were on the horizon, as policy makers set the tone at the December FOMC meeting by increasing their interest rate forecast to three cuts, previously at two for 2024.…

Sample Board Presentation Agenda

Articles

Bank Board Strategic Business Planning Presentation:  2024-2026 “Challenge Brings Opportunity”   Objectives for the Presentation: To provide an understanding of the current and anticipated operating environment which community based financial institutions face in the second half 2024/2025/2026 and the related key elements that institutions must consider and understand   To present the primary challenges which…

Fixed Income Market Update July 2023

Articles, Blog

Interest rates are near the top of the range again, creating an investment opportunity   Market expectations were initially projecting it to be a better year for fixed income investors, as many economists thought we would be in a recession by now or one looming right around the corner and interest rates would be lower. …