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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...
Ben Pietrek
Oct 5, 20228 min read


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...
John Elliott
Sep 1, 20228 min read


The Shield: Rising Rates and the Inverted Yield Curve
Out of control inflation, war, geopolitical tensions, and China’s recent mortgage defaults and boycott...
Blue Rose Marketing
Aug 9, 20225 min read


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
Max Wilkinson
May 27, 20228 min read


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.
Blue Rose Marketing
Apr 28, 20226 min read


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..
Ben Pietrek
Mar 24, 20228 min read


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...
Blue Rose Marketing
Feb 2, 20225 min read


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...
Blue Rose Marketing
Dec 9, 20214 min read


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...
Blue Rose Marketing
Nov 3, 20216 min read


Shrinkflation: An Uncertain Element of Inflation?
Earlier this year we wrote an article about whether inflationary pressures were real.
Blue Rose Marketing
Oct 12, 20215 min read


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.
Blue Rose Marketing
Aug 11, 20213 min read


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
Blue Rose Marketing
Jul 23, 20214 min read


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.
Blue Rose Marketing
Jun 14, 20216 min read


The Shield - Recent Market Events & Headlines You May Have Missed…
We are now four months into the year and various credit and market developments continue to unfold - LIBOR Transition Continues!
Blue Rose Marketing
May 7, 20215 min read


The Shield - Special News Alert
Recently, Moody’s released a proposed update to their higher education rating methodology.
Blue Rose Marketing
Apr 19, 20211 min read


Review of Rating Agency Outlooks on the Higher Education Sector in 2021
The onset of the COVID-19 pandemic in 2020 has created significant new challenges for all higher education institutions...
Blue Rose Marketing
Apr 5, 20218 min read


The Shield: March 2021 Municipal Market Update
Since we published our 2020 Mid-Year Market Update last June, the financial markets have calmed down from the historic turbulence...
Blue Rose Marketing
Mar 5, 20215 min read


The Shield - Key Public Finance Themes for 2021
It is just one month into calendar year 2021 and we are already seeing themes of the coming year emerge.
Blue Rose Marketing
Feb 2, 20215 min read


Keeping Traditions in 2020
By: Erik Kelly, President There has been very little normalcy in calendar year 2020. We as a country, our communities, and each of us...
Blue Rose Marketing
Oct 30, 20205 min read


The Shield: Fixed or Variable? A Recent Fed Policy Change Requires Further Consideration
By: Erik Kelly, President Borrowers of long-term debt are always faced with this question: should we borrow on a fixed rate or a variable...
Blue Rose Marketing
Sep 4, 20205 min read
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