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May 2023 Market Review


U.S. Treasury yields moved higher in May, driven by softening economic data and hawkish rhetoric from several Fed speakers, who left the door open for more hikes after an anticipated “pause” at the June meeting. The front end led the move, with the 2-year U.S. Treasury note closing out the month 35 basis points (bps) […]

June 6, 2023


May 2023 Sustainable Investment Update


In this month’s Sustainable Investment Update, we highlight multiple regulatory trends with the potential to impact the clean energy, banking, and semiconductor industries. As the U.S. solar industry matures, the conflict between sourcing cheap parts abroad and protecting national security interests has come back into the spotlight alongside government spending discussions. In Europe, banks are […]

June 1, 2023


Kevin Papadopoulos to be Keynote Panelist at Future of IT Conference


BOSTON, MA, May 30, 2023 — Kevin Papadopoulos, Principal, Director of Information Technology & CISO at LIM will speak at “The Future of IT: CIO Think Tank” at the Convene Center in Boston, organized by C-Vision International. Kevin will be part of the Vision Keynote Panel. The panel will set out to first look at […]

May 30, 2023


Another Debt Ceiling Dilemma


BOSTON, MA, May 8, 2023 — What are the implications of a breach in the U.S. debt ceiling? As noted in our first debt ceiling discussion published in January 2023, it is important to understand that an increase or suspension of the debt limit does not authorize new spending, nor does it cost taxpayers additional […]

May 8, 2023


FOMC: Is this The End, My Friends?


The Federal Open Market Committee (FOMC) met on May 3, 2023 to assess the state of the U.S. economy and monetary policy. What We Learned For the third time this year, the FOMC raised the Federal Funds Target Rate (fed funds) by 25 basis points (bps), a signal to markets that the FOMC remains committed […]

May 3, 2023


April 2023 Sustainable Investment Update


With earnings season well underway, companies are providing more (and new) details around how climate-related policy incentives are factoring into their strategic and capex planning. These incentives, which have also been the focus of some debt ceiling negotiations, will positively impact both traditional and “new economy” industries in the climate transition. This month, we also […]

May 1, 2023


April 2023 Market Review


In this week’s Monthly Market Review, we have included commentary on the debt ceiling dilemma. As the Fed’s immediate priorities shift from inflation to banking stability, the market has taken expectations for future rate hikes beyond May to zero and is now predicting cuts by year-end. Meanwhile, the potential for a breach of the debt […]


Event Driven Updates


April 6, 2023


Event-Driven Update Q1 2023


BOSTON, MA, April 19, 2023 — In this issue of our Event-Driven Update, we discuss M&A deal activity trends in the first quarter of the year. SPAC sponsors have expanded their search globally in the quest for target companies with at least 10 international SPAC deals announced since late February. Interestingly, internationally themed SPACs accounted […]

April 1, 2023


LIM Team Speaks on Personal Finance at Wily Network Event


Boston, MA, March 31, 2023 – CFA Society Boston and Longfellow Investment Management Co, LLC will present at a Wily Network event, “Personal Finance: Budgeting” on April 4th. The Wily Network is a nonprofit organization which partners with college students in the greater Boston area who are working towards their degrees without emotional or financial […]

March 31, 2023


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