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Event-Driven Update Q1 2026
International large-cap M&A continued to accelerate in Q1 2026, with strategic dealmaking across technology, healthcare/biotech, finance, and consumer sectors. The resurgence in deal flow reflects improving corporate sentiment despite heightened geopolitical and macro risk, with 22 announced transactions exceeding $10bn collectively during the quarter. US SPAC IPO issuance has rebounded meaningfully with 61 IPOs announced […]
April 15, 2026
LIM Announces New Principals
Boston, MA, April 8, 2026: Longfellow Investment Management Co., LLC (LIM), a $24 billion investment management firm, today announced the promotion of three new principals, effective April 1, 2026. The new principals are Jason Domina, Analyst; Nicole Burbridge, Relationship Manager; and Michael Cipriani, Accounting Manager. “Recognizing new principals is one of the most rewarding moments […]
April 8, 2026
March 2026 Market Review
Markets entered March in a state of confusion. Energy prices spiked in response to the US attack on Iran. With the Strait of Hormuz effectively closed, fertilizer, aluminum, and helium also experienced rapid price increases. Asset hedges (i.e., gold and government bonds) did not meet expectations. Fed watchers swapped rate cuts for rate hikes. Volatility […]
April 6, 2026
Seth Roman to Speak at New England AFP on April 9
BOSTON, MA, March 24, 2026 – Seth Roman, CFA, Principal and Portfolio Manager at LIM will speak at the 40th Annual Conference for the New England Association for Financial Professionals (NE AFP). In his session, “Navigating Choppy Waters: A Strategic Approach to Fixed Income Investing,” on April 9 at 11:15am, Seth will review the current […]
March 24, 2026
FOMC: May Your Days Be Many and Your Troubles Be Few
BOSTON, MA, March 18, 2026 – The Federal Open Market Committee (FOMC) met today to assess the state of the US economy and monetary policy. In its second meeting of 2026, the FOMC left the Federal Funds Target Rate unchanged at 3.50-3.75%, matching market expectations. Most committee participants shared similar views regarding the balance of […]
March 18, 2026
LIM Wins PSN Top Guns Manager of the Decade for International Large Cap Equity
BOSTON, MA – March 17, 2026: LIM announced today that its International Large Cap Equity strategy has been recognized as a PSN Top Guns Manager of the Decade within the PSN EAFE universe. The equity team, which joined LIM in 2020, has managed the strategy continuously since 2013 under portfolio managers Rob Ginsberg and Paul […]
March 17, 2026
February 2026 Market Review
US Treasury yields fell in February with the 10-year yield declining by 29 basis points to 3.98%. The yield curve flattened as Fed rate policy expectations were relatively unchanged. The recent government shutdown led to continued delays in economic data which reflected mixed signals. To receive the full market review, please contact us at [email protected] or subscribe […]
March 5, 2026
Winter 2026 Sustainable Investment Update
The regulatory policy environment remains dynamic to start the year. In this edition of the Sustainable Investment Update, we detail key changes to greenhouse gas emissions regulations in the US, which may increase or decrease risk across different economic sectors. Additionally, we discuss disruption to the labor market driven by artificial intelligence and the recent […]
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