investment insights

Observations on BBB Corporate Bonds

July 2019

Each quarter, Ellwood's Capital Markets committee provides an analysis of the quarter in the Quarterly Capital Markets Update.

Investment Insights: Market Forces Impacting the Yield Curve

October 2018

The U.S. Treasury yield curve has attracted a lot of attention this year as interest rates have risen. In this analysis, we outline several factors pushing the yield curve higher, as well as the offsetting forces keeping it from moving more than it already has.

Investment Insights: Bitcoin: The Basics of the Cryptocurrency Everyone is Talking About

February 2018

One of the most discussed topics in the investment world these days is bitcoin. Read our commentary to understand what cryptocurrencies are, their potential for disrupting the existing financial exchange system, and their viability for use in a diversified, institutional portfolio of assets.

Investment Insights: Emerging Markets: A Source of Viable and Sustainable Investments

June 2017

Interest in emerging markets continues to gain traction among investors – and for good reason. Read our Investment Insights commentary to understand why we encourage our clients to consider emerging markets as part of their investment portfolios.

Investment Insights: Observations on the French Presidential Election

May 2017

French presidential elections concluded recently, with En Marche! candidate Emmanuel Macron soundly defeating the populist National Front party candidate Marine Le Pen. Read our Investment Insights commentary for our takeaways.