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 […]

January 2026 Market Review

US Treasury yields rose in January with the 10-year yield rising 7 basis points to 4.27%. The Fed left policy rates unchanged at 3.5-3.75%. Yields on short-dated maturities rose as market pricing lowered odds of a rate cut at the March FOMC meeting to 36%. To receive the full market review, please contact us at [email protected] or […]

February 5, 2026

FOMC: Back to Basics

BOSTON, MA, January 28, 2026 – The Federal Open Market Committee (FOMC) met today to assess the state of the US economy and monetary policy.  For the first meeting of 2026, the FOMC left the Federal Funds Target Rate unchanged at 3.50-3.75%, matching market expectations. Fewer dissenting opinions appeared as more committee participants shared similar […]

January 28, 2026

Event-Driven Update Q4 2025

M&A activity continued to elevate in December, with the strongest returns seen since the post-pandemic period when dealmaking peaked. At least 23 deals involving US targets were announced and spreads tightened roughly 30 bps. This was all supported by a more constructive regulatory backdrop. US SPAC IPOs rebounded in 2025, effectively tripling 2024’s deal count […]

January 15, 2026

December 2025 Market Review

Intelligence is the ability to form sound judgments and solve problems. The year ends with the idea that human intelligence will soon take a backseat to artificial intelligence (AI) or machine learning. However, economic and market performance in 2025 demonstrated humanity’s remarkable collective ability to infer information, retain it as knowledge, and employ that knowledge […]

January 7, 2026

Longfellow Congratulates Employees on Promotions and Expanded Responsibilities

BOSTON, MA, January 5, 2026 – As we close out a successful 2025 at Longfellow Investment Management, LLC (LIM), we look forward to another great year in 2026. To kick off the new year, we would like to announce a change on the Board of Managers (BOM) and two promotions. Effective January 1, 2026, Meagen […]

• Company News

January 5, 2026

November 2025 Sustainable Investment Update

The annual United Nations climate change conference, COP30, was held in Brazil last month. The proceedings highlighted a shift in the global approach to climate action calling for a greater focus on adaptation, perhaps at the cost of pursuing emissions reduction. We discuss investment implications of this shift as well as other topics that emerged […]

December 11, 2025

FOMC: Beyond the Fog

BOSTON, MA, December 10, 2025 — The Federal Open Market Committee (FOMC) met today to assess the state of the US economy and monetary policy. In its last meeting of 2025, the FOMC reduced the Federal Funds Target Rate by 25 bps to a target rate of 3.50-3.75%, matching market expectations. There were once again dissenting […]

December 10, 2025

LIM Recognized Again in Pension & Investments’ Best Places to Work in Money Management

BOSTON, MA – December 9, 2025: Longfellow Investment Management Co., LLC (LIM) has been recognized in the 2025 Best Places to Work in Money Management announced by Pensions & Investments. The 14th annual survey and recognition program is dedicated to recognizing the best employers in the money management industry. “It is a privilege to be […]

• Awards and Recognition

December 9, 2025