The first quarter began with the expectation that the Federal Open Market Committee (FOMC) would cut its policy rate at least six times in 2024, beginning as soon as March. This was double the number of rate cuts the FOMC guided toward in their ‘dot plot’ from December. Over the course of the quarter, the...Read More
The fourth quarter began with expectations that the Federal Open Market Committee (FOMC) would maintain its ‘higher for longer’ interest rate policy stance while keeping open the possibility of an additional rate hike by year end. However, at their December policy meeting, Committee members voted to leave their policy rate unchanged, signaling the need for...Read More
From a macro perspective, the ‘higher for longer’ sentiment appears to be one of the few themes that investors mostly agreed upon as the third quarter of 2023 ended. At the September Federal Open Market Committee (FOMC) meeting, the target rate was left unchanged at 5.25% – 5.50%, but the ‘dot plot’ left room for...Read More
The second quarter of 2023 began under the weight of regional banking concerns and debt ceiling negotiations, coupled with expectations for a slowdown in growth and stubbornly high inflation. Despite a worrisome backdrop at the start of the quarter, risk assets performed well, and interest rates moved higher across the yield curve. Providing a sigh...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
