Boyd Watterson Asset Management, LLC – Page 2

Boyd Watterson and Amber Infrastructure Finalize Strategic Combination

September 10, 2024Boyd Watterson Asset Management, LLCPress Release

We are pleased to share that Boyd Watterson Asset Management and Amber Infrastructure Group Holdings Limited have successfully completed their previously announced strategic combination, establishing a prominent global alternatives investment platform with approximately $35.7 billion in AUM. This important development brings together our strengths to better serve our clients, partners, and employees. Brian Gevry, CEO...

Investment Outlook 2nd Quarter 2024

June 30, 2024Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

Last quarter, we highlighted the rising probability that economic growth would continue to expand in 2024 while stickier-than-expected inflation would persist. As we cross the midpoint of the year, we are reiterating that view while acknowledging some pockets of the economy could offer underwhelming results over the near term.

Boyd Watterson and Amber Infrastructure Jointly Announce Strategic Transaction

May 30, 2024Boyd Watterson Asset Management, LLCPress Release

We are excited to announce that Boyd Watterson Asset Management and Amber Infrastructure Group have jointly announced a strategic combination to form a global diversified Real Estate, Infrastructure, and Fixed Income asset management platform with approximately $35.7 billion in assets under management. We believe this strategic transaction enhances our global reach and provides expanding investment...

Investment Outlook 1st Quarter 2024

March 31, 2024Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

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...

Investment Outlook 4th Quarter 2023

December 31, 2023Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

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...

Investment Outlook 3rd Quarter 2023

September 30, 2023Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

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...

Investment Outlook 2nd Quarter 2023

June 30, 2023Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

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...

The buyer composition of U.S. distressed assets shifted largely to private investors in the COVID-19 era compared to the Global Financial Crisis (“GFC”, 2010 to 2012) when institutional funds were the more active buyers.

June 28, 2021Boyd Watterson Asset Management, LLCEconomic and Market Commentary

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...

Boyd Watterson || Legal Services

June 3, 2021Boyd Watterson Asset Management, LLCVideo

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.

Our Fixed Income Process

May 17, 2021Boyd Watterson Asset Management, LLCVideo

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.

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