How has Osborne Partners’ asset-class positioning changed since the October 2022 lows? Markets surprised the consensus view in the first half of 2023. Entering the year, the common view for […]
All Doom and Gloom?
Risks and opportunities in commercial real estate. Empty buildings overgrown with weeds. Zombies walking halls. The media has recently evoked this imagery when discussing commercial real estate (CRE). There are […]
Fixed Income and Credit: The Fed Goes Marching On
The bond market settled down even as the Fed continues its fight against inflation. After a rather unpleasant five quarters of frenzy in the fixed income market, a vague sense […]
Effective Strategies to Protect Your Finances in a Growing Age of Scams and Fraud
As financial scams become more sophisticated and believable, it is increasingly important to educate yourself and protect your finances. Have you ever received a suspicious email, text, or phone call […]
First Republic Bank – “It WAS a Privilege to Serve You”
An analysis of the bank’s collapse, the implications for its clients, the ongoing risks to other banks, and the broader market and economic implications. Early on the morning of May […]
Now What?
In 2022, equity markets faced a major dilemma. Inflation had launched from core CPI of barely 1% to a level quickly approaching 7%. The economy was growing at a fast […]
Fixed Income and Credit: Never a Dull Moment at the End of a Cycle
After a forgettable 2022, a year that accomplished the worst 12-month performance on record, U.S. Fixed Income markets were set to return to something of a more placid environment in […]
Déjà Vu All Over Again
It has been a while since investors have had to review the rules around FDIC and SIPC insurance, but that is not because of an absence of bank failures, but […]
The Banking Crisis: The Impact Beyond the Initial Failures
The recent banking crisis, starting with Silicon Valley Bank’s collapse in early March, could have widespread impacts on the markets and economy. The Federal Reserve’s efforts to combat inflation through […]
A Crisis of Confidence
The banking sector has been engulfed by a crisis of confidence. In just a few weeks, numerous events have shaken the market and banking industry. These include the failures of […]