The Shield Newsletter 2/3

Moody’s Private Higher Education Medians Reveal Mixed Trends for Private Universities in FY 2021

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

The Shield: The Rising Interest Rate Environment: Challenges and Opportunities for Borrowers

Blue Rose Marketing

Apr 28, 20226 min read

The Shield: The Rising Interest Rate Environment: Challenges and Opportunities for Borrowers

There is no question that the rapid rise of interest rates in 2022 has come much more quickly than nearly anyone anticipated.

The Shield - Review of Rating Agency Outlooks on the Higher Education Sector in 2022

Ben Pietrek

Mar 24, 20228 min read

The Shield - Review of Rating Agency Outlooks on the Higher Education Sector in 2022

In a welcome change from recent years, this year all three rating agencies have assigned a “Stable” outlook to the higher education sector..

The Shield - January 2022 Municipal Market Update

Blue Rose Marketing

Feb 2, 20225 min read

The Shield - January 2022 Municipal Market Update

2021 saw a continued demand for - and high issuance of - municipal bonds following record performance in 2020, though higher education...

Giving Back and Giving Thanks…An Adapted (or New?) Blue Rose Tradition

Blue Rose Marketing

Dec 9, 20214 min read

Giving Back and Giving Thanks…An Adapted (or New?) Blue Rose Tradition

Traditions are a wonderful way to keep a sense of normalcy when, in such instances as calendar years 2020 and 2021...

The Shield - Endowment Growth Trend and Considerations

Blue Rose Marketing

Nov 3, 20216 min read

The Shield - Endowment Growth Trend and Considerations

In the last year and a half, the strong stock market performance has been a boon for higher education institutions despite...

Shrinkflation: An Uncertain Element of Inflation?

Blue Rose Marketing

Oct 12, 20215 min read

Shrinkflation: An Uncertain Element of Inflation?

Earlier this year we wrote an article about whether inflationary pressures were real.

Moody’s Releases Revised Higher Education Rating Methodology; More Transparency Yet to Come

Blue Rose Marketing

Aug 11, 20213 min read

Moody’s Releases Revised Higher Education Rating Methodology; More Transparency Yet to Come

Last week on August 4th, Moody’s released the final version of their revised rating methodology for the higher education sector.

The Shield - Pending SLGS Window Closure

Blue Rose Marketing

Jul 23, 20214 min read

The Shield - Pending SLGS Window Closure

The debt ceiling for the United States is currently suspended until July 31 & at that time, it will be set to the amount of debt on that day

The Shield - Inflationary Pressures – Are They Real?

Blue Rose Marketing

Jun 14, 20216 min read

The Shield - Inflationary Pressures – Are They Real?

Today’s popular economic narrative says to expect a strong recovery, with rising inflation at the same time.

The Shield - Recent Market Events & Headlines You May Have Missed…

Blue Rose Marketing

May 7, 20215 min read

The Shield - Recent Market Events & Headlines You May Have Missed…

We are now four months into the year and various credit and market developments continue to unfold - LIBOR Transition Continues!

Blue Rose Marketing

Apr 19, 20211 min read

The Shield - Special News Alert

Recently, Moody’s released a proposed update to their higher education rating methodology.

Review of Rating Agency Outlooks on the Higher Education Sector in 2021

Blue Rose Marketing

Apr 5, 20218 min read

Review of Rating Agency Outlooks on the Higher Education Sector in 2021

The onset of the COVID-19 pandemic in 2020 has created significant new challenges for all higher education institutions...

The Shield: March 2021 Municipal Market Update

Blue Rose Marketing

Mar 5, 20215 min read

The Shield: March 2021 Municipal Market Update

Since we published our 2020 Mid-Year Market Update last June, the financial markets have calmed down from the historic turbulence...

The Shield - Key Public Finance Themes for 2021

Blue Rose Marketing

Feb 2, 20215 min read

The Shield - Key Public Finance Themes for 2021

It is just one month into calendar year 2021 and we are already seeing themes of the coming year emerge.

Blue Rose Marketing

Oct 30, 20205 min read

Keeping Traditions in 2020

By: Erik Kelly, President There has been very little normalcy in calendar year 2020. We as a country, our communities, and each of us...

The Shield: Fixed or Variable? A Recent Fed Policy Change Requires Further Consideration

Blue Rose Marketing

Sep 4, 20205 min read

The Shield: Fixed or Variable? A Recent Fed Policy Change Requires Further Consideration

By: Erik Kelly, President Borrowers of long-term debt are always faced with this question: should we borrow on a fixed rate or a variable...

Blue Rose Marketing

Aug 4, 20205 min read

The Shield: Main Street Lending Program

By: Brandon Lippold, Assistant Vice President Effective July 17, 2020, through September 30, 2020, Nonprofit entities can obtain federal...

Blue Rose Marketing

Jul 2, 20206 min read

June 2020 Municipal Market Update

By: Brandon Lippold, Associate Since we published our 2019 Municipal Market Year in Review market update in December, the financial...

Developing Story: Favorable Tax Policy Changes Potentially on the Horizon

Blue Rose Marketing

Jun 25, 20203 min read

Developing Story: Favorable Tax Policy Changes Potentially on the Horizon

The return of tax-exempt advance refundings, among other measures, could come soon. By: Erik Kelly, President of Blue Rose Capital...

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