Treasury curve viewpoint: Fed policy shifts bond risk
The Fed still controls the short end of the Treasury curve. Investors need to keep an eye on the ball further along the curve.
Balance sheet hedging strategies
Institutions face persistent margin compression and volatility, and natural balance sheet matching alone often falls short. Review these strategies to determine which works best for you.
Trade strategy review: Adjusting to meet 2026 market instability
Read how institutional investors and asset managers may need to update their 2026 plans to match the shifts on the global stage and in domestic markets.
Enhancing current expected credit losses (CECL) modeling and validation
Here, we cover best practices for financial institutions to prepare for CECL model validation and share insights we have gained.
The late 2020s: Employment, inflation, and GDP send conflicting signals
As we prepare for the latter half of the 2020s, we’re keeping a close eye on conflicting signals from employment, inflation and gross domestic product (GDP).
Dual-share ETFs: Top questions from asset managers
The SEC recently signaled its intent to bring regulatory shifts in the exchange-traded funds (ETFs) space. Here, we share our top recommendations to prepare for dual-share ETFs.
Public, nontraded business development companies (BDCs) vs. tender-offer funds
Recently, we have seen increasing interest in public, nontraded BDCs among our clients who offer interval funds or tender-offer funds.
Recapping the 2025 markets
As the year comes to a close, we recap the 2025 market fluctuations and look ahead to the Fed's reinvestment strategy for the coming year.
Community banks: Performance and planning lead to a performance consulting suite
The combination of financial analysis and performance metrics is often known as a performance consulting suite, which begins with forecasting and budgeting systems.
Data quality in interest rate risk models
Learn how to improve input accuracy to prevent unreliable or incomplete data that can impact your interest rate risk model's performance.
