Nat Kellogg, CFA
Director of Manager Search, Managing Partner
Despite the recent increase in long-term interest rates, the low rate environment is now more than four years old and continues to create challenges for investors. While interest rates are notoriously volatile the current low rate environment and negative real yields on risk free securities is unprecedented in its duration. Given the Federal Reserve’s clear indication that it will not raise interest rates until there is a substantial drop in unemployment or increase in inflation, it appears the current low rate environment is unlikely to change in the near future. While this creates challenges for all institutional investors, it creates a unique set of challenges for non-profit health care organizations (“HCOs”).
Over the last few months, equity markets have experienced sizable drops, making many investors wary about the future. Despite this,…
This year’s non-U.S. equity returns have been disappointing, particularly for developed small-cap, with the MSCI EAFE small-cap index down 17.6%…
A pitfall for a majority of plan participants surrounding retirement planning is a lack of familiarity with…
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