Outsourced CIO
The price of risk assets continued to grind higher during the first quarter amidst positive economic data. Strong GDP growth and moderating inflation have created a "goldilocks" set of conditions that have boosted consumer confidence and spending on goods and services. Capital markets have continued their upward trend…
Outsourced CIO
The consistent decline in inflation reading and Jerome Powell's recent indication that the Federal Reserve may consider cutting rates in 2024 have led to an increased sentiment that the economic slowdown anticipated in the U.S. in 2024 may be a "soft landing" rather than a true economic recession.
Outsourced CIO
The steadfast stance taken by the U.S. Federal Reserve to fight the post-pandemic inflation surge continues to be a significant driver of market volatility. Eighteen months after the first federal funds increase in March 2022, the U.S. Treasury yield curve has shifted meaningfully along all maturities. The inverted yie…
Outsourced CIO
“…there’s a “common factor” that has driven price increases higher. It’s the pandemic, and it’s everything about the pandemic: The closing of the economy, the reopening of the economy, the fiscal support, the monetary support. All the things that happened went into high inflation. And I think we’ve come to expect that…
Outsourced CIO
At Canterbury, clients often ask us to provide our outlook for the markets over upcoming quarters. We have learned over the years, that the future, in the short or long run, is rarely the present extrapolated. The last three years alone would have proved us wrong repeatedly. In January 2020, there was great optimism f…






2023 Investment Forum Speakers


Kathleen Taylor
Chair, Altas Partners
"Board Member Recruitment: Consider the Three C’s"


Billy Rahm
Head of Global Real Estate and Managing Director, Centerbridge Partners
"Strategies in Value-Add and Opportunistic Real Estate"