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Long Dated Munis Turn Around, Enjoy Best Month Since 2023

Portfolio Manager Jeremy Holtz spoke with Amanda Albright of Bloomberg and made the case for the long end of the muni market.

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Fed Officials Erase Old Policy That Tolerated Higher Inflation

The Fed’s more relaxed pre-pandemic attitude towards inflation isn’t applicable for today’s economy, noted our Senior Portfolio Manager, Scott Pike, to Matt Grossman of The Wall Street Journal.

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Munis cheapen, UST yields fall

Jeremy Holtz, our Portfolio Manager, shared his thoughts with The Bond Buyer on the current muni market, including the slowdown in deals due to the increase in bond issuance in June and the high level of demand despite lower ratios.

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US Airports Rush to Bond Market With $10 Billion of New Sales

Our Portfolio Manager Jeremy Holtz spoke with Bloomberg on the need for construction and upgrades from an infrastructure standpoint driving up debt issuance across the muni market.

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What Donald Trump's 'big, beautiful bill' means for corporate America

Senior Portfolio Manager Wesly Pate spoke with Will Schmitt of the Financial Times and shared his thoughts on larger hospitals being better positioned than smaller hospitals to withstand Medicaid cuts from the Big, Beautiful Bill.

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Fortress $2 Billion Property Bond Likely to Miss Payment Date

Scott Hofer, Senior Research Analyst for asset-backed securities, spoke with Scott Carpenter from Bloomberg on deals being specifically structured for the rate environment at the time of the deal.

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Dollar Slumps as Sellers Resume Grip With Powell and Tariffs in Focus

Senior Portfolio Manager Scott Pike was quoted by Martin Baccardax on his reactions to the June Fed meeting, including his view of the Fed remaining patient when it comes to cutting rates.

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Investors Watchful of a Hospital Sector Under Pressure from Federal Policy

Senior Portfolio Manager Wesly Pate, was quoted by Caitlin Devitt on IR+M prioritizing allocations that are able to withstand uncertainties and changes in specific sectors in a subsequent article following his podcast recording.  

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Traditional Endowment Playbook Meets Reality Check. Money Managers See Opportunities.

Co-Chief Investment Officer and Chair of the Investment Committee, Jim Gubitosi, and Chief Strategy Officer and Co-Head of Client Team, Erinn King, spoke with Caryl Anne Francia about opportunities for endowments and foundations.

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As of 9/30/2025 unless otherwise stated. Shareholder count as of 10/1/2025.
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