Colonial Consulting ® provides insights and analysis on current conditions and challenges, market environment, and industry trends.

 

In addition to the publications we provide here, our clients receive pro-active advice and in-depth, forward looking analyses that result from our consulting expertise and comprehensive research activities.

 

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  • Recovering from their first-quarter selloff, equity markets bounced back and ended the quarter with the S&P 500, MSCI EAFE, and MSCI EM indices posting gains of 20.5%, 14.9%, and 18.1%, respectively. A potent combination of record-breaking fiscal and monetary stimulus, re-openings, relatively positive data points on economic activity, and progress on COVID-19 treatments contributed to positive investor sentiment and fueled the markets’ ascent....

  • In the first quarter, global equity markets declined dramatically from their mid-February peaks, bringing about an extraordinary end to the ten-year-plus bull market that started at the end of the Global Financial Crisis. The S&P 500, MSCI EAFE, and MSCI Emerging indices posted double-digit declines of 19.6%, 22.8%, and 23.6%, respectively, as investors reacted to the coronavirus pandemic. March was an extremely volatile month for all risk assets, as the......

  • Equity markets continued to rally in the fourth quarter and ended the year on a high note with the S&P 500, the MSCI EAFE, and the MSCI Emerging indices posting double-digit gains of 31.5%, 22%, and 18.4%, respectively, for the year. Equity markets overcame a laundry list of concerns, including global trade wars, Brexit, collapsing industrial production, an inverted yield curve in the US, negative rates across the developed markets,......

  • Repeating the same pattern experienced in the last few quarters, concerns about Brexit, political uncertainty, trade disputes between the US and China, and slowing global growth continued to have an impact on investor sentiment. While developments on these topics, especially tariffs, dominated the headlines, they remained unresolved throughout the quarter....

  • The history of the term “Redskin” may be open to question and debate depending on the source, but it has evolved over time into an unquestionably racist slur against Native Americans. The only place where it has held onto a measure of acceptance is with the National Football League team from Washington, D.C....

  • For a price, you can insure just about anything. It’s a standard part of ownership for items like homes and autos, but even smaller ticket items can be protected against damage or loss. Mobile phones, airline tickets, dining-room tables… almost every transaction for goods and services is now accompanied by a point-of-purchase offer for additional coverage beyond a standard warranty. Things do break, of course, and insurance is there to......

  • No investment manager has ever quite embodied the essence of its name more than Renaissance. The firm was founded in 19781 by James Simons, an extraordinary intellect and former math professor at Stony Brook University, a New York state school located in eastern Long Island. Simons was a code-breaker for the government during the Cold War, and soon after established himself as one of the world’s preeminent geometers, earning the......

  • While the calendar has now turned to fall, it never hurts to be reminded of the joys of summer. June 21st is technically the first day of the season, but for many people, July 1st marks its unofficial kickoff. The thermometer is rising, the kids are out of school, Independence Day is right around the corner, and ice cream has assumed its spot as a primary food group. But for......

  • FOR IMMEDIATE RELEASE New York, NY, January 9, 2020 — Andrew Siwo, Investment Director and Head of Mission-Related Investments, has resigned from Colonial Consulting to assume a new role. Colonial would like to express our appreciation for Andrew’s outstanding service.  Since August 2017, Andrew has successfully led our mission-related investments and due-diligence efforts to support the investment team and Chief Investment Officer in order to further develop Colonial’s MRI investment......

  • "Impact investments offer a range of returns, from risk-adjusted, market-rate returns to concessionary returns. Not all investors aim for their impact investments to achieve top or market-rate returns. Similarly, market-rate solutions are not feasible across all impact investment opportunities."...

  • EMBA Sustainability Colloquium Speaker Series: Andrew Siwo, Colonial Consulting...

  • New York, NY, July 11, 2018 – Colonial Consulting, LLC is pleased to announce that we now offer the option of fully discretionary investment consulting.  One of Colonial’s existing clients, the Amarillo Area Foundation, recently became our first fully discretionary client. We have come to the conclusion that by providing both non-discretionary advisory investment consulting and discretionary investment consulting services, new and existing clients will be able to choose the......