From the Desk of Our CIO

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

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

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.

US markets (i.e., S&P 500) experienced their worst sell-off in roughly two years amid a global market sell-off. It is worth noting one likely factor in the volatile move to the downside is what is known as a “carry trade.

Innovation is a theme we speak about a lot at Fountainhead. It is not merely exciting given new discoveries and capabilities but materially contributes to the increase in global wealth. Transportation is a simple example, as we went from walking and running to domesticating and riding animals, to creating a wheel and boats and bikes […]

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, […]