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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...
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