Market participants have had much to ponder as they navigate through this period – how many rate cuts (if any) are coming this year? How will government policy, particularly tax reform, impact markets?
In the ever-evolving landscape of higher education, institutions face mounting pressure to maintain and modernize their campuses with limited financial resources. From addressing aging infrastructure to expanding facilities for future growth, campus improvement is an essential but costly priority
The major credit rating agencies shared their 2025 outlook reports for higher education in December of 2024. Moody’s Investor Service assigned a “Stable” outlook for the sector, highlighting a steady financial environment for the sector due, in part, to waning pressure from inflation and modest growth for revenue streams
The beginning of the new year marks a new start for many of us. New year’s resolutions, new goals and aspirations, perhaps even a commitment to stay the course on a personal or professional mission. It is the way of the world to set new milestones for ourselves as the calendar turns over from one year to the next. For the Blue Rose team, our commitment is unwavering to remain steady, trusted advisors who provide expert advice amid upside-down yield curves, changing tax codes, interest rate volatility and, possibly, more market surprises than we may wish to think about in 2025.
Higher education has experienced a few years of tumult and recovery since the COVID pandemic. While some institutions are catching their breath, others are struggling to survive. Given the gathering clouds around enrollment trends from this year and well into the future, few can afford themselves the luxury of complacency. We explore recent developments
Higher Education Rating Agency Medians – Some Stabilization in FY 2023, but Enrollment and Operational Challenges Remain
In our previous market update published in mid-May, we focused on interest rate volatility and signaling from the Fed on its rate outlook for the remainder of the year. While rate volatility has somewhat calmed, the interest rate environment is still elevated relative to the last several years
A little over a year ago, the transition from the London Interbank Offered Rate (“LIBOR”) to the Secured Overnight Financing Rate (“SOFR”) occurred. This transition had been in the works for several years and officially concluded in June of 2023. Below, we summarize some important milestones that have transpired since the transition
Markets have remained volatile through the first four months of 2024, continuing a theme that we observed at the end of last year. Rates have moved significantly higher and equity indexes sit near all-time highs. However, there is significant uncertainty around how the rest of the year will unfold
Blue Rose Capital Advisors Erik Kelly, President, and Brandon Lippold, Vice President, shared industry insights and financial strategies to address unique market activity during their presentation at the Wisconsin Health & Education Facilities Authority’s (WHEFA) Lunch & Learn Market Update Webinar on March 26th, 2024
