The first quarter of 2023 featured much debate around a soft versus a hard landing scenario for the U.S. economy as the Federal Reserve tried to thread the needle with monetary policy while economic growth slowed, and inflation remained uncomfortably high. By the end of the first quarter, sentiment appeared to shift toward our view...Read More

The last twelve months have challenged investors on many fronts, as negative returns proved difficult to avoid. The ongoing war in Ukraine, elevated inflation, supply-chain disruptions, energy supply concerns, and a monetary policy tightening cycle not seen in decades, all contributed to extremely volatile financial markets around the globe. Looking back, we view 2022 as...Read More

Two major themes from the first half of this year, uncertainty and volatility, continued to dominate the financial markets in the third quarter. Not only has inflation around the globe proven to be more persistent, but geopolitical tensions also remain elevated, further darkening the clouds on the economic horizon. Unfortunately, while expectations for a slowdown...Read More

Equity and fixed income investors faced headwinds in the second quarter that were eerily similar to the first quarter, yet to differing magnitudes. Financial conditions tightened as interest rates continued their move higher across the maturity spectrum, while credit spreads widened, equity markets declined, and the U.S. dollar strengthened. Additionally, energy prices increased further, resulting...Read More

January 2022 began with growth expected to decelerate, inflation at multi-decade highs, and the path to tighter monetary policy in sight. If this were not enough to deal with, the economic landscape was further disrupted by Russia’s military buildup along the Ukrainian border and subsequent invasion in late February. The United States, along with allies...Read More

Not all economic downturns are created equal as highlighted in the difference between real estate distressed investing from the Global Financial Crisis (“GFC”, 2010 to 2012) when compared to the COVID-19 pandemic era crisis. This blog post will explore the differences in real estate distressed investing during these two time periods. Distressed investing in the...Read More

Legal services are essential to any organization, but how can these services be scaled alongside a growing business? Watch Tom Tarantino, Executive Vice President/General Counsel/CCO, explain how a mix of internal legal support combined with outside legal counsel relationships helps create a legal team capable of serving the needs of #BoydWatterson and its clients.Read More

How is collaboration part of our investment process? Watch Mike Vandenbossche, CIO of Fixed Income, to learn how #BoydWatterson uses our 3 step team approach to achieve our #fixedincome objectives.Read More

We’re excited to welcome Timothy O. Horne to the Boyd Watterson team! As former acting Administrator of the GSA, Tim will be launching Boyd Watterson’s Western Regional office in Denver, Colorado.  We’re thrilled to have Tim join us in our effort to increase our investment footprint into the West Coast.  For the full story, we’ve...Read More

For over 90 years, Boyd Watterson has provided innovative investment solutions. We take pride in our ability to adapt and grow in times of uncertainty. With committed leadership and forward thinking, our team at Boyd Watterson is driving our success for today and into tomorrow.Read More