Independent Investment Research

Building on over 33 years of industry-leading research, Capital Advisors Group provides comprehensive, independent investment research and credit analysis which we believe is relevant to the unique risks and challenges faced by finance professionals. Our research staff is committed to improving the safety and liquidity of cash portfolios in all market conditions.

Credit & Risk

09/09/2025

Stablecoins: The Next Wave in Corporate Cash – Hype, Help, or Hold Off?

Lance Pan

Key Takeaways: Introduction to Stablecoins: A Guide for Corporate Treasurers and Cash Managers As a cash investment strategist for institutional liquidity accounts, I would like to discuss stablecoins - a

Federal Reserve, Genius Act, Liquidity

Flagship Research

Venture Debt

Most Read Articles

Investment Management

Tips for Cash Investors in Times of Market Volatility
3 min readIntroduction Market volatility has been elevated following the White House’s tariff announcement on April 2nd. While the source of this heightened volatility is unique…
Geopolitics, Interest Rates, Liquidity, Portfolio Management
Rates, Liquidity, and Tariffs: Three Questions to Answer in 2025
19 min readIntroduction By Lance Pan, CFA 2024 was a remarkable year for financial markets in many respects. The estimated 2.7% growth in real gross domestic…
Geopolitics, Interest Rates, Liquidity, Portfolio Management, Year Ahead
The Future of Cash May Be a Token
9 min readCash may be King, but it is also going virtual before our eyes. Digital cash used to be the domain of tech innovators and…
Interest Rates, Liquidity, Portfolio Management, Risk Management, Separately Managed Accounts
Taking Stock of Japanese Megabanks’ Credit Profiles in Volatile Markets
4 min readRecent market turmoil, triggered by the Bank of Japan’s interest rate hike and disappointing US jobs data, has resulted in a sell-off in Japanese…
Registered Investment Advisors vs. Broker-Dealers: Who Should You Work With?
7 min readRegistered Investment Advisors (RIAs) vs. Broker-Dealers (B-Ds): An Overview The services of a registered investment advisor or a broker-dealer should be considered if you…
Putting Cash to Work
11 min readIntroduction: Higher Rates are Coming to An End Recent comments by Federal Reserve officials indicate that monetary policymakers may soon start lowering short-term rates…
Separately Managed Accounts

Credit & Risk

Stablecoins: The Next Wave in Corporate Cash – Hype, Help, or Hold Off?
9 min readKey Takeaways: Introduction to Stablecoins: A Guide for Corporate Treasurers and Cash Managers As a cash investment strategist for institutional liquidity accounts, I would…
Federal Reserve, Genius Act, Liquidity, Portfolio Management, Risk Management, Stablecoins
Trade Wars Reloaded: How Tariffs Impact Inflation and the Fed’s Balancing Act
7 min readKey Takeaways: Tariffs Fade, But Risks Remain With trade war tensions easing, tariff uncertainty is beginning to fade. The U.S. economy has so far…
Consumer Pricing, Federal Reserve, Inflation, Tariffs
Strategic Divestitures: How Consumer Brands Are Shrinking to Grow
5 min readKey Takeaways: Over the past year, several major consumer goods companies have announced plans to divest underperforming business segments and refocus on streamlined portfolios…
business divestitures, consumer goods companies, Consumer Spending
SLR Reform 2025: Unlocking Bank Balance Sheets and Navigating New Risks
7 min readKey takeaways: On June 26, 2025, the Federal Reserve proposed significant changes to the enhanced Supplementary Leverage Ratio (eSLR), loosening a key capital constraint…
Banks, Credit Risk, Federal Reserve
New Vice Chair for Supervision Michelle Bowman and the New Deregulatory Wave: Implications for U.S. Banks
8 min readMichelle “Miki” Bowman’s nomination as the Federal Reserve’s Vice Chair for Supervision was confirmed by the U.S. Senate on June 4th, 2025[1]. The confirmation…
Banks, Credit Risk, Federal Reserve
AI Check-In
6 min readBefore tariffs dominated the headlines, it was the rise of artificial intelligence (AI) that propelled movements in financial markets. The surging demand for AI…
Artificial Intelligence, Big Tech

Economics & Rates

August 2025 Month-End Market Update
3 min readPowell Cracks the Door Open to a September Cut At the Jackson Hole Symposium on August 22nd, Fed Chair Jerome Powell signaled that the…
Interest, Interest Rates, Tariffs, update
August 2025 Mid-Month Market Update
4 min readFed Déjà Vu This August is starting to feel like déjà vu. In July 2024, a weak employment report was followed just weeks later…
Interest, Interest Rates, Tariffs, update
July 2025 Month-End Market Update
5 min readPowell Maintains a Hawkish Stance Amid FOMC Dissent Last week the FOMC, as expected, left the federal funds target range unchanged at 4.25%–4.50% for…
Interest, Interest Rates, Tariffs, update
July 2025 Mid-Month Market Update
3 min readThe Labor Market is Holding Up For the fourth consecutive month, nonfarm payrolls exceeded expectations with June adding 147,000 jobs versus the projected 106,000…
Interest, Interest Rates, Tariffs, update
June 2025 Month-End Market Update
4 min readStagflation Headlines Close Out Q2 Economic data released at the end of June showed signs of stagflation, which is likely prompting the Fed to…
Interest, Interest Rates, Tariffs, update
June 2025 Mid-Month Market Update
4 min readTariffs Not Yet Impacting Inflation; & Softening Labor Market For the 4th month in a row, both headline and core CPI came in lower than…
Interest, Interest Rates, Tariffs, update

Independent Investment Research

Flagship Research

Venture Debt

Most Read Articles

Investment Management

Tips for Cash Investors in Times of Market Volatility

Rates, Liquidity, and Tariffs: Three Questions to Answer in 2025

The Future of Cash May Be a Token

Taking Stock of Japanese Megabanks’ Credit Profiles in Volatile Markets

Registered Investment Advisors vs. Broker-Dealers: Who Should You Work With?

Putting Cash to Work

Credit & Risk

Stablecoins: The Next Wave in Corporate Cash – Hype, Help, or Hold Off?

Trade Wars Reloaded: How Tariffs Impact Inflation and the Fed’s Balancing Act

Strategic Divestitures: How Consumer Brands Are Shrinking to Grow

SLR Reform 2025: Unlocking Bank Balance Sheets and Navigating New Risks

New Vice Chair for Supervision Michelle Bowman and the New Deregulatory Wave: Implications for U.S. Banks

AI Check-In

Economics & Rates

August 2025 Month-End Market Update

August 2025 Mid-Month Market Update

July 2025 Month-End Market Update

July 2025 Mid-Month Market Update

June 2025 Month-End Market Update

June 2025 Mid-Month Market Update

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