FOMC: A Tale of Two Worlds – APCM Fixed Income & Policy · June 2026 A Tale of Two Worlds How the Fed’s path shifted from anticipated cuts to renewed tightening Paul Hanson, CFA At the start of 2026, the market and the Federal Reserve appeared aligned on one central expectation: the next move in […]
Aligning Strategy and Capital – Part III – APCM Aligning Strategy and Capital · Part III From Direction to Implementation Integrating Strategy and Capital Stewardship Guest Perspective · Michael Fredericks & Laura Melbostad · SALT Brandy Niclai, CFA® · CIO, Multi-Asset Strategies In the first two parts of this series, APCM explored how capital structure […]
Liquidity as a Strategic Lever – APCM Aligning Strategy and Capital · Part II Liquidity as a Strategic Lever Strategic plans often articulate priorities and timelines with clarity — but the question of whether capital structure has evolved alongside them is not always revisited at the same moment. Brandy Niclai, CFA® · CIO, Multi-Asset Strategies […]
Aligning Strategy and Capital · Part I Why Strategy and Capital OftenEvolve on Separate Paths Organizations devote substantial time and care to developing strategic plans — but one important question is not always asked at the same moment. Brandy Niclai, CFA® · CIO, Multi-Asset Strategies Has the capital structure evolved alongside the strategy? Organizations devote […]