The Shield - Higher Education Rating Agency Medians
In fiscal 2023, the sunsetting of federal pandemic relief aid and growing inflationary pressures weighed on public and private universities
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Ben Pietrek
Jul 315 min read
The Shield - July Market Update
While rate volatility has somewhat calmed, the interest rate environment is still elevated relative to the last several years.
Brandon Lippold
Jul 124 min read
The Shield - Transitioning From LIBOR: A Year With SOFR
A little over a year ago, the transition from the London Interbank Offered Rate (“LIBOR”) to the Secured Overnight Financing Rate (“SOFR”)
Ben Pietrek
May 155 min read
The Shield - May Market Update
Markets have remained volatile through the first four months of 2024, continuing a theme that we observed at the end of last year.
Blue Rose Marketing
Apr 174 min read
The Shield - Market and Company Update
Blue Rose Presented at the WHEFA Lunch & Learn Webinar. Blue Rose Capital Advisors Erik Kelly, President, and Brandon Lippold, Vice Presi...
Max Wilkinson
Mar 147 min read
FAFSA Delays and SIFMA Index Volatility Among Key Market Considerations to Open 2024
As FAFSA Challenges Persist, Colleges and Universities Scramble to Adjust. By now, colleges and universities are quite familiar with...
Erik Kelly
Feb 16 min read
The Shield - Looking Back, Looking Ahead
It is with great joy that our Blue Rose advisory team serves organizations across the country with the goal of improving their financial...
John Elliott
Dec 12, 20235 min read
The Shield - An Introduction to Our Outstanding Additional Advisory Services
Whether applying our own expertise to tricky problems or assisting clients who are either temporarily or perpetually short-staffed...
Ben Pietrek
Oct 23, 20235 min read
The Shield - Third Quarter Market Update
The third quarter of 2023 has seen significant market movements and much uncertainty around the United States’ economic outlook for 2024...
Blue Rose Marketing
Aug 30, 20234 min read
The Shield - Final LIBOR Transition Update
LIBOR cessation occurred as scheduled on June 30th of this year, and now most variable instruments which historically referenced LIBOR...
Blue Rose Marketing
Aug 1, 20239 min read
The Shield - Rating Agency Update: New S&P Criteria and FY2022 Medians
As we’ve passed the mid-year point in 2023, rating agencies have published higher education sector updates and median data for fiscal year..
Ben Pietrek
May 9, 20236 min read
The Shield: 2023 First Quarter Market Update
After a whirlwind 2022, many had hoped for calmer markets in the first quarter of 2023.
Blue Rose Marketing
Mar 31, 20234 min read
The Shield: March 2023 LIBOR Update
LIBOR cessation is now just three months away (June 30, 2023), and most of the transition process appears to be going to plan.
John Elliott
Feb 27, 20238 min read
The Shield - ESG-Labeled Bonds: Can They Deliver “Greenium?”
With the tremendous buzz around the political, social, and economic factors at play around ESG (“Environmental, Social...
Blue Rose Marketing
Jan 13, 20236 min read
The Shield - 2022 Municipal Market in Review
The municipal market landscape in 2022 was a meaningful departure from what we experienced in 2021 and 2020...
Erik Kelly
Nov 29, 20225 min read
The Shield - Thankfulness for Our Team, Our Mission and A Continuing “Service” Tradition
This year, unlike the prior two, we were able to gather in-person to enjoy the side-by-side work, brainstorming, and camaraderie
Ben Pietrek
Oct 5, 20228 min read
The Shield - Keeping Pace with Moody’s New ESG Methodology
ESG, or “Environmental, Social, and Governance” has been a hot topic of conversation across the financial world for years...
John Elliott
Sep 1, 20228 min read
The Shield: Mergers, Acquisitions, and Hard Choices
Colleges and universities across the country are facing unprecedented pressures. Inflation and rising costs are the most recent factors...
Blue Rose Marketing
Aug 9, 20225 min read
The Shield: Rising Rates and the Inverted Yield Curve
Out of control inflation, war, geopolitical tensions, and China’s recent mortgage defaults and boycott...
Max Wilkinson
May 27, 20228 min read
Moody’s Private Higher Education Medians Reveal Mixed Trends for Private Universities in FY 2021
In fiscal 2021, private universities saw major positive developments that buoyed their credit positions in the wake of the COVID-19 pandemic
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