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A volatile and unpredictable market March 17, 2023

A volatile and unpredictable market

A volatile and unpredictable market March 14, 2023 | Winston Crowley, Stephen DuMont and Jason Weiler | UMB Around this time last year, much of the U.S. Treasury curve was sub 2%, the consumer price index (CPI) year-over-year had steadily been climbing (7.9% in Feb. 2022 and still on the rise), core personal consumption expenditures…
Notes from the CEO: Perspective on the recent banking industry news March 17, 2023

Notes from the CEO: Perspective on the recent banking industry news

Notes from the CEO: Perspective on the recent banking industry news March 16, 2023 | Mariner Kemper | UMB The news cycle has been dominated by the banking industry, and specifically developments related to the failures of Silicon Valley Bank (SVB) and Signature Bank. I would like to provide an update and perspective that summarizes…
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months? March 15, 2023

Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months?

Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months? Answer: Ares Industrial REIT had the highest standard deviation of monthly total returns from January 2021 thru November 2022, at 1.89%. This compares favorably to the standard deviation of monthly returns on the S&P 500…
The Demise of Silicon Valley Bank March 15, 2023

The Demise of Silicon Valley Bank

“When you’re not working, what do you do to de-stress?”  That was the last question Greg Becker, CEO of Silicon Valley Bank...
How Broker-Dealers Are Staying on the Right Side of Reg BI March 14, 2023

How Broker-Dealers Are Staying on the Right Side of Reg BI

How Broker-Dealers Are Staying on the Right Side of Reg BI March 2, 2023 | John Rickman | Altigo As more retail investors enter the market, regulators have moved to raise the broker-dealer standard of conduct beyond mere “suitability” obligations. Broker-dealers and their representatives are now expected to act in the “best interest” of the…

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