In mid-September, the Federal Reserve Board (“Fed”) began an easing cycle, lowering the Federal Fund rate by 0.50%.1 The move marks the end of what had been one of the fastest tightening cycles in recent history. The Fed gets credit for winning this most recent battle with inflation, which was primarily sparked by an inc
INVESTMENT WARS: WHY ARE INTEREST RATES NOW DECLINING?
Debate: Why Are Interest Rates Now Declining? Featuring: Lara Rhame, the Chief U.S. Economist and Managing Director on the Investment Research Team at FS Investments. Last week, the Federal Reserve lowered the Federal Funds rate by 0.50%. This was the first decrease in rates in over two years, reflecting the start of an “easing” cycle. […]
MARKET COMMENTARY: THE CURRENT AND FUTURE STATE OF OUR JOB MARKET
Our economy is heavily consumer driven. According to the World Bank, consumer expenditures account for 68% of our Gross Domestic Product (GDP), which is approximately 10% higher than similar high-income countries and double that of China
INVESTMENT WARS: WHAT WILL JOBS LOOK LIKE IN 2040?
Debate: What Will Jobs Look Like in 2040? Featuring: Stephanie Aliaga, a Global Market Strategist with JP Morgan Asset Management assisting in formulating and communicating economic views, delivering timely commentary and maintaining forecasting models on behalf of JP Morgan. Additionally, she is on the committee that produces the long-term capital market assumptions underpinning JP Morgan’s […]
NAVIGATING THE COMPLEX LANDSCAPE OF ALTERNATIVE INVESTMENTS: PART THREE
INSIGHTS FROM ADAM GORLYN Adam Gorlyn is an investment management professional hired by Fountainhead to consult on its alternatives investing approach as we continue to enhance our OCIO services and offerings. Alternative investments provide a myriad of potentially valuable benefits for investors, balanced with a cost of complexity and illiquidity. In a series of articles, […]
THE DEEP THOUGHT COMMENTARY: INNOVATION + WORLD PEACE
August is traditionally a vacation month in America, a time when families travel together to enjoy new experiences and bring a close to the summer months. It felt like an opportune time to issue our first annual Deep Thought Recap.