2 min readInsight on the economy and your cash portfolio At the end of last year, we published a Quarterly Cash Update which provided a recap of the markets in 2023 and discussed the possibility that we had reached an inflection point in which interest rate cuts would begin in 2024. As we begin Q2 of 2024,…
2 min readRecap and insight on the economy and your cash portfolio in 2023 After continuous increases in interest rates by the Federal Reserve (“the Fed”) since March 2022, it seems we may have reached the inflection point and that the Fed may begin interest rate cuts starting in 2024. Watch our latest Quarterly Cash Update to…
2 min readInsight and Perspective on the economy and your cash portfolio After continuous increases in interest rates by the Federal Reserve (“the Fed”) since March 2022, it seems to some that we may be reaching a point of inflection in which the Fed may hike rates once more before taking a pause. Watch our latest Quarterly…
2 min readInsight and Perspective on the economy and your cash portfolio After multiple interest rate increases since March 2022, institutional cash investors are welcoming higher returns but wary of the possibility that an economic slowdown or recession might increase credit risk in their cash portfolio. Watch our latest Quarterly Cash Update for insights and perspective on…
1 min readESG (environmental, social, and governance) investing principals have been discussed for more than a decade, but they have only recently gained traction in the fixed income world. In this webcast, Ray Facinelli, EVP-Director of Business Development, and Pate Campbell, an analyst with the Capital Advisors Group credit research team, discuss what institutional cash investors need…
7 min readAs a registered investment advisor whose sole focus is on cash investments, Capital Advisors Group has a very clear mission: to make sure the strategies we develop for our clients comply with their investment policies, risk tolerance, and current business situation. Under the Investment Advisers Act of 1940 which governs SEC registered investment advisors, we…
4 min readMany people tend to believe that the world of corporate cash investments revolves around two limited choices: bank deposits and money market funds. But several decades ago before the rapid adoption of prime money funds, a third choice—direct purchase and management of marketable securities in separately managed accounts (SMAs)—was routinely used for cash management. After…