Economic Review: November 2021 The short-term interest rate remains near zero as the Fed continues its accommodation policy and steadily monitoring data for signs of persistent broad-based inflation. Inflation has been a concern for the past months. The...
Economic Review: October 2021 Federal Reserve Chairman, Jerome Powell, announced that the timeline to start tapering the $120 billion monthly asset purchase “may soon be warranted.” It could be appropriate to begin reducing the pace of asset purchase later...
Historically, alternative investments (alternatives) have been considered a viable investment strategy, as they invest across asset classes and regions, have different characteristics, and behave differently from traditional investments....
Investing in international markets used to be relatively straightforward. Choose a few companies located outside the U.S, allocate them to your stock portfolio, and the resulting portfolio will most likely have diversification benefits, with different risks and...
At the University of Colorado in Boulder, foundation board members and staff are currently dealing with an unusual lawsuit which alleges mismanagement of its $2.4 billion portfolio1 for lagging the S&P 500. A wealthy donor, Clarence Herbst, sued in July 2020 after...
The debate between active and passive fund management in institutional investing has been raging for years. Institutional as well as retail investors tend to believe passionately in one versus the other, but what evidence is there to support either approach? Passive...
Two days ago, on June 10 of this week, the Federal Reserve met and proclaimed their intentions: they plan to keep interest rates at or near zero for the foreseeable future. There will be little to no rate increase until at least 2022. And, according to Fed Chairman...
One of the four key principals of our investment strategy at FourThought Institutions is summarized in the statement, “Don’t eat the goose!” This is an obvious reference to Aesop’s “The Goose that Laid the Golden Egg.” This 1500-year-old fable is so ingrained in our...
Here is our latest version of "Four Facts with FourThought," featuring our Chief Investment Officer Patrick Baumann. This week's facts come from the U.S. Energy Information Administration and focus on oil and the energy sector. https://vimeo.com/412771153
What Can You Do to Help Your Employees When They Need it Most? The economic crisis and recession resulting from the global coronavirus pandemic is hitting everyone. Even if the contraction turns out to be short-lived, few will emerge completely unscathed. If your...
