The Shield - Final LIBOR Transition Update
LIBOR cessation occurred as scheduled on June 30th of this year, and now most variable instruments which historically referenced LIBOR...
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Blue Rose Marketing
- Aug 1
- 9 min
The Shield - Rating Agency Update: New S&P Criteria and FY2022 Medians
As we’ve passed the mid-year point in 2023, rating agencies have published higher education sector updates and median data for fiscal year..
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Ben Pietrek
- May 9
- 6 min
The Shield: 2023 First Quarter Market Update
After a whirlwind 2022, many had hoped for calmer markets in the first quarter of 2023.
40 views0 comments
Blue Rose Marketing
- Mar 31
- 4 min
The Shield: March 2023 LIBOR Update
LIBOR cessation is now just three months away (June 30, 2023), and most of the transition process appears to be going to plan.
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John Elliott
- Feb 27
- 8 min
The Shield - ESG-Labeled Bonds: Can They Deliver “Greenium?”
With the tremendous buzz around the political, social, and economic factors at play around ESG (“Environmental, Social...
25 views0 comments
Blue Rose Marketing
- Jan 13
- 6 min
The Shield - 2022 Municipal Market in Review
The municipal market landscape in 2022 was a meaningful departure from what we experienced in 2021 and 2020...
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Erik Kelly
- Nov 29, 2022
- 5 min
The Shield - Thankfulness for Our Team, Our Mission and A Continuing “Service” Tradition
This year, unlike the prior two, we were able to gather in-person to enjoy the side-by-side work, brainstorming, and camaraderie
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Ben Pietrek
- Oct 5, 2022
- 8 min
The Shield - Keeping Pace with Moody’s New ESG Methodology
ESG, or “Environmental, Social, and Governance” has been a hot topic of conversation across the financial world for years...
179 views0 comments
John Elliott
- Sep 1, 2022
- 8 min
The Shield: Mergers, Acquisitions, and Hard Choices
Colleges and universities across the country are facing unprecedented pressures. Inflation and rising costs are the most recent factors...
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Blue Rose Marketing
- Aug 9, 2022
- 5 min
The Shield: Rising Rates and the Inverted Yield Curve
Out of control inflation, war, geopolitical tensions, and China’s recent mortgage defaults and boycott...
51 views0 comments
Max Wilkinson
- May 27, 2022
- 8 min
Moody’s Private Higher Education Medians Reveal Mixed Trends for Private Universities in FY 2021
In fiscal 2021, private universities saw major positive developments that buoyed their credit positions in the wake of the COVID-19 pandemic
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Blue Rose Marketing
- Apr 28, 2022
- 6 min
The Shield: The Rising Interest Rate Environment: Challenges and Opportunities for Borrowers
There is no question that the rapid rise of interest rates in 2022 has come much more quickly than nearly anyone anticipated.
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Ben Pietrek
- Mar 24, 2022
- 8 min
The Shield - Review of Rating Agency Outlooks on the Higher Education Sector in 2022
In a welcome change from recent years, this year all three rating agencies have assigned a “Stable” outlook to the higher education sector..
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Blue Rose Marketing
- Feb 2, 2022
- 5 min
The Shield - January 2022 Municipal Market Update
2021 saw a continued demand for - and high issuance of - municipal bonds following record performance in 2020, though higher education...
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Blue Rose Marketing
- Dec 9, 2021
- 4 min
Giving Back and Giving Thanks…An Adapted (or New?) Blue Rose Tradition
Traditions are a wonderful way to keep a sense of normalcy when, in such instances as calendar years 2020 and 2021...
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Blue Rose Marketing
- Nov 3, 2021
- 6 min
The Shield - Endowment Growth Trend and Considerations
In the last year and a half, the strong stock market performance has been a boon for higher education institutions despite...
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Blue Rose Marketing
- Oct 12, 2021
- 5 min
Shrinkflation: An Uncertain Element of Inflation?
Earlier this year we wrote an article about whether inflationary pressures were real.
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Blue Rose Marketing
- Aug 11, 2021
- 3 min
Moody’s Releases Revised Higher Education Rating Methodology; More Transparency Yet to Come
Last week on August 4th, Moody’s released the final version of their revised rating methodology for the higher education sector.
230 views0 comments
Blue Rose Marketing
- Jul 23, 2021
- 4 min
The Shield - Pending SLGS Window Closure
The debt ceiling for the United States is currently suspended until July 31 & at that time, it will be set to the amount of debt on that day
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Blue Rose Marketing
- Jun 14, 2021
- 6 min
The Shield - Inflationary Pressures – Are They Real?
Today’s popular economic narrative says to expect a strong recovery, with rising inflation at the same time.
31 views0 comments
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