Our talented team of investment professionals regularly creates and distributes educational materials delivering timely data, perspectives, and insight on the markets and related topics.
FEG Insight on the Potential Government Shutdown
The risk of a government shutdown on October 1 presents one more item to a growing list of concerns for investors. Despite the media attention and political grandstanding, investors should gain comfort in knowing that government shutdowns have historically been short-lived and had little in the way of long-term impact on the equity markets or economic growth. Nevertheless, budgetary fights and any shutdown may weigh on short-term market sentiment as issues are debated, and Moody’s rating agency could also put U.S. government debt on credit watch.
FEG Insight: Community Foundation Survey 2023 Executive Summary
The FEG Community Foundation Survey provides transparency into financial and enterprise trends facing community foundations today. Foundation leaders can use this as a benchmarking tool to support strategic decision-making. This year we had 100 participants from 29 states. We share key trends from the survey within this executive summary.
Research Review: August 2023
Strong risk-on tailwinds that developed throughout the first half of 2023 persisted into July, with global investors embracing resilient U.S. economic data, an easing of inflationary pressures, and a potential end in sight for the Fed’s historic tightening campaign.
Second Quarter 2023 Private Capital Quarterly Review
Throughout the late 1990s, record-low interest rates and large-scale adoption of internet technology fueled massive growth across the venture capital space. This dot-com era was described as a period of “irrational exuberance,” popularized by former Federal Reserve Chairman Alan Greenspan in 1996.
Research Review: July 2023
Strong risk-on tailwinds that developed throughout the first half of 2023 persisted into July, with global investors embracing resilient U.S. economic data, an easing of inflationary pressures, and a potential end in sight for the Fed’s historic tightening campaign.
FEG Insight: China 2023 - The Good, the Bad, and the Pragmatic
FEG returned to China this spring for the first time since the COVID-19 pandemic began. This FEG Insight is a synthesis of our experience, unpacking our learnings and observations. While China is still a place of wonder, FEG's on the ground experience was mixed after so many years away.
Research Review: Second Quarter 2023
Despite a notably steep “wall of worry” that included ongoing banking system strains, persistent inflationary pressures, the most aggressive Federal Reserve (Fed) tightening campaign in four decades, elevated valuations across most major risky asset sectors, and unresolved geopolitical headwinds, performance across the financial markets in the second quarter appeared overwhelmingly positive.
FEG Insight: Faith-Based Investing – Responsive Investing Solutions Exchange (RISE)
Faith-based investors who pursue investing solely for financial gain can potentially experience a disconnect from their values. By practicing investment stewardship and selectively choosing investments that match one’s values rather than simply seeking profit, an investor can establish a double-bottom line: to seek returns while also working to have a positive impact on the world.
Research Review: May 2023
Performance across the financial markets was predominantly negative in May, with global investors and market participants on edge amid mounting debt ceiling uncertainty. Ultimately a deal was struck, culminating in the passage of the Fiscal Responsibility Act on June 3.
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Second Quarter 2023 Market Commentary: Mixed Emotions
The seemingly divergent views on keys issues like the direction of interest rates, inflation, the stock market, and impact of artificial intelligence (AI) have led to “mixed emotions” in the market. The Rolling Stones’ top 10 hit of the same name was released in 1989, a year that saw the fall of the Berlin Wall, the Exxon Valdez oil spill, and the bursting of the Japanese asset bubble.
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