Publications
Our talented team of investment professionals regularly create and distribute educational materials delivering timely data, perspectives, and insight on the markets and related topics.
FEG Insight: Dallas Investment Symposium
FEG Investment Advisors hosted an Investment Symposium at Pegasus Park on May 3. The event welcomed more than 100 attendees to hear from industry leaders on investment, economic, and biotech trends. Sessions included a session on Women in Investing; Washington Policy Landscape and Political Outlook; An Introduction to Pegasus Park by Tom Luce; A Biotech Panel: Learning to Fly, featuring investment managers who invest in biotech companies; The Great Energy Debate which looked at public versus private and traditional versus renewable trends in the energy market; and the closing session on Bio Innovation through a New Lens with a conversation between Ben Lamm and Claire Aldridge.
Research Review: May 2022
A general sense of unease continued to weigh on U.S. consumers in May, despite a settling in financial market volatility. The continued sharp increase across energy prices helped drive gasoline prices to the highest level in at least two decades, with the national average for a gallon of regular unleaded nearing $5.00. More generally, inflation rates across both headline and core—i.e., excluding food and energy—gauges remained near 40-year highs, although headline consumer price inflation experienced a slight moderation through April before increasing again in May.
First Quarter 2022 Private Capital Quarterly Review
The energy sector took center stage in the first quarter of 2022, as economies emerged from pandemic shutdowns, travel increased, and oil and natural gas inventories fell due to limited drilling activity by producers over the past several years. As energy-related commodity prices—e.g., oil, natural gas, gasoline—rose to multi-year highs, the world was awakened to the fact that hydrocarbons are still a necessary and critical part of the energy mix. Then, in late February, Russia’s invasion of Ukraine sparked an immediate disruption in the global energy supply chains, as countries worldwide moved to impose sanctions on Russian oil and gas. Click to learn more!
Research Review: April 2022
Volatility spiked meaningfully in April and continued into early May as the U.S. government reported an unexpected contraction in economic activity in the first quarter, and the Federal Reserve hiked the federal funds rate by 50 basis points, the first hike of this size since 2000. Performance across the major asset classes and sub-asset categories was overwhelmingly negative, particularly among rate-sensitive sectors, a dominant theme across the financial markets since mid-2021.
Current Market Volatility, Explained
The escalation of the Russian invasion of Ukraine has rattled investors, and the negative impact on Russian securities has been acute. As a result, the London Stock Exchange suspended trading in 27 companies on Thursday, and index-providers MSCI and FTSE Russell announced the removal of Russia from their indices. The changes to MSCI indexes will be effective March 9, and FTSE Russell will be effective March 7.
Research Review: First Quarter 2022
Multi-decade high inflation, the interest rate liftoff by the Federal Reserve (Fed), sharply rising energy prices, and Russia’s invasion of Ukraine were a few of the key drivers behind the spike in volatility across the financial markets in the first quarter of 2022. Despite a general sense of unease, the month of March presented global asset allocators with performance gains across most major domestic equity and real assets sectors, while bond returns continued to face headwinds in the way of rising interest rates.
Russian Invasion of Ukraine: Impact on Markets
The escalation of the Russian invasion of Ukraine has rattled investors, and the negative impact on Russian securities has been acute. As a result, the London Stock Exchange suspended trading in 27 companies on Thursday, and index-providers MSCI and FTSE Russell announced the removal of Russia from their indices. The changes to MSCI indexes will be effective March 9, and FTSE Russell will be effective March 7.
Research Review: February 2022
Russia’s invasion of Ukraine dominated the geopolitical backdrop in February, driving market volatility sharply higher and reigniting investor worries of a global systemic crisis. Assets which tend to perform best during periods of sharply rising energy prices, such as commodities and value-oriented equities, continued to generate relatively strong performance in February, as well as in the first few trading days in March.
FEG Insight: Responsive Investing, The Opportunity to Align Investments With Values
Responsive Investing has experienced explosive growth in assets and market solutions over the past several years, as significant social and marketplace shifts have fueled investors’ desire to invest capital with increased intentionality. Our goal for the following piece is to provide an overview of the challenges and opportunities investors may consider for Responsive Investing. We will help to define what FEG means by Responsive Investing, detail the growth in investor attention, describe ways to align an organization's mission with their values, describe different ways to measure RI data, and conclude with FEG’s thoughts on opportunities for investors seeking to align their investments with their values.
WANT TO RECEIVE MARKET UPDATES & PODCAST NOTIFICATIONS?
Join other institutional investors receiving FEG’s updates, including market perspectives, white papers,
podcast episodes, and event invitations.
Market Commentary: First Quarter 2022
Global investors endured a particularly volatile market environment during the first quarter, as both stocks and bonds generated broad-based losses amid the outbreak of war on the Eastern European front and a continued inflationary impulse that has sent both interest rates and Federal Reserve tightening sentiment markedly higher. Concerns of an overheating economy prompted U.S. policymakers to initiate the monetary tightening process through an increase to the federal funds rate.
Read Now