Perspectives
With the Fed signaling patience, we examine duration management, credit selection and the renewed case for short-dated treasuries in client portfolios.
In this quarter’s lead note, our Investment Committee walks through positioning shifts across duration, credit quality and equity factors — and explains why disciplined rebalancing, not market timing, remains the highest-confidence edge available to long-term investors.
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Bankability, offtake certainty and ESG covenants now dominate credit committees. Here is the checklist our underwriting team applies to every mandate.
Governance, tax architecture, philanthropy, education and consolidated reporting — the framework we use to steward family capital across generations.
Selectivity is the new alpha. Our alternatives desk shares where mid-market lending still compensates investors for complexity and illiquidity.
From FX overlays to commodity collars — how CFOs can protect margins without speculating, and the governance policies that make hedging defensible.
Grid modernization and renewables buildouts demand patient capital. Why project debt remains one of the most resilient income sources we underwrite.
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