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April 2024 Sustainable Investment Update

Tensions are rising on college campuses in response to the Middle East conflict. Amid calls for ceasefires, some students have further pressured university officials to reconsider investment policies around weapons manufacturers. This month, we revisit the divestment vs. engagement debate as well as discuss how companies are seeking to position for the climate transition. To […]

May 7, 2024

April 2024 Market Review

A continuation of strong economic data pushed rates higher throughout April. The 10-year Treasury yield rose by 48 basis points (bps), ending the month at 4.66%. The move reflects a repricing of market expectations of Fed rate cuts, with just one 25 bps cut priced into the market by year-end. The curve subsequently steepened about […]

May 6, 2024

FOMC: Path Forward Remains Uncertain

BOSTON, MA, May 1, 2024 — The Federal Open Market Committee (FOMC) met today to assess the state of the U.S. economy and monetary policy. What We LearnedAs markets expected, the FOMC left the Federal Funds Target Rate unchanged at 5.25-5.50% for the third consecutive time this year. Recent inflation prints pose a dilemma for […]

May 1, 2024

CMBS – A Complex Sector

BOSTON, MA, April 22, 2024 — Gell-Mann amnesia, a concept attributed to Nobel prize winning physicist Murray Gell-Mann, describes the human tendency to have a more discerning eye towards articles on topics with which one is familiar than articles on unfamiliar topics. In other words, we are more likely to notice the misinterpretations, inconsistencies, and inaccuracies […]

April 22, 2024

Barbara McKenna to Speak at Impact Investing Conference

BOSTON, MA, April 18, 2024 – Barbara McKenna, Managing Principal and Portfolio Manager at Longfellow Investment Management, will speak at The Impact Investing Conference 2024 at Yale School of Management on April 27. Barbara will be participating on the panel, “ESG is Not Impact.” The world of investing is constantly evolving and adapting to new […]

April 18, 2024

Event-Driven Update Q1 2024

M&A activity in Q1 continued to rebound from last year’s trough, as the value of announced deals surpassed $300bn for the second consecutive quarter. To receive the newsletter, please contact us at [email protected].

April 15, 2024

Seth Roman to Speak at NEAFP Conference

BOSTON, MA, April 12, 2024 –Seth Roman, CFA, Principal, and Portfolio Manager, will present at the New England Association for Financial Professionals’ (NEAFP) annual conference on April 25. His session is titled, “Investing Short-term Funds for the Long-term in Today’s Interest Rate Environment.” Seth’s discussion will address the potential path for Fed policy and the […]

April 12, 2024

March 2024 Sustainable Investment Update

The SEC recently voted on and adopted its long-awaited climate disclosure rule, and in the weeks since, it has faced significant pushback from all sides. Policymakers are clamoring that the requirements are overly burdensome on companies, while climate transition advocates argue they are barely enough to effect change. While we expect mixed views to persist, […]

April 10, 2024

LIM Announces New Principals

BOSTON, MA, April 9, 2024 — Longfellow Investment Management Co., LLC (LIM), a $17.3bn investment management firm, announced the addition of four new principals to the firm as of April 1, 2024. The new principals include Karen Gemmett, CFA, Head of Securitized and Portfolio Manager, Nicole Tremblay, Esq., General Counsel and Chief Compliance Officer, Kevin […]

April 9, 2024

March 2024 Market Review

The basic structural and functional unit of all living organisms is the cell. It consists of many parts with each part serving a unique function. All the parts of the cell work together in a coordinated manner to maintain its structure and function. This echoes the U.S. economy, another intricate and complex system where each […]

April 4, 2024

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