Investment Trends & Insights For A Changing Economic Landscape

Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, hold a discussion about the latest economic and market insights along with investment trends based on 1Q 2021 Performance Data for all U.S. Credit Unions.

 
 

High economic optimism and accommodative monetary and fiscal policy continue to boost risk appetite in U.S. financial markets. The first estimate of Q1 GDP showed 6.4% growth, leaving the U.S. economy less than 1% below Q4 2019 levels in real GDP terms. The inflation debate persisted in April as several companies announced price increases due to higher input costs, while the Fed remains firm in its belief that any near-term price increases will be transitory. Credit unions felt the brunt of another round of Federal stimulus with share balances rising 6.4% from year-end, while loan portfolio growth struggled to keep up despite a robust 1st mortgage purchase and refinance market. Due to the mismatch in deposit inflows and loan production, investment portfolios rose accordingly, with cash balances leading the way, up 23.4% from December despite CFOs best efforts to put excess liquidity to work in higher yielding investments and loans.

This webinar will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio. Experts from ALM First, investment advisor for Trust for Credit Unions, and Callahan Financial Services, distributor of Trust for Credit Unions, will share key insights on the latest market news and an analysis of the most recent industry data to help you assess the current landscape.

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Are You Looking for Convenient & Competitive Investment Options?

The Trust for Credit Unions (TCU) Ultra-Short Duration Portfolio targets a duration of approximately 3-months and the Short Duration Portfolio targets a duration of approximately two years. The TCU funds' flexibility, competitive yield, and next-day liquidity characteristics might be a good fit for your credit union’s needs.

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June 22, 2021


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Economy Lending

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