Page 1 of 13
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
FOMC: The Longest Mile
BOSTON, MA, March 20, 2024 — The Federal Open Market Committee (FOMC) met today to assess the state of the U.S. economy and monetary policy. What We Learned As markets expected, the FOMC left the Federal Funds Target Rate unchanged at 5.25-5.50%. The decision illustrated that the Committee remains patient in its approach. It wants […]
March 21, 2024
February 2024 Market Review
Renewed stress in the banking system led to a rate rally in the early days of February. However, the market quickly interpreted the issues at New York Community Bancorp to be idiosyncratic and refocused on strong macroeconomic data. The 10-year Treasury yield rose by 30 basis points (bps), ending the month at 4.25%. The yield […]
March 6, 2024
Page 1 of 13
Careers
Contact