Managing Excess Liquidity - Investment Trends & Insights For Credit Unions

Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends based on 4Q 2020 Performance Data for U.S. Credit Unions.

 
 

Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends based on 4Q 2020 Performance Data for all U.S. Credit Unions.

The vaccine distribution effort has been muddled with hiccups at all levels of government, and the White House's $1.9 trillion stimulus proposal has been met with opposition from even more moderate members of Congress. Despite these uncertainties, an increase in inflation concerns in the U.S. and abroad has fueled an increase in long-end government bond yields over the last several weeks. All of this adds up to a murkier near-term economic outlook, and meanwhile, many credit unions continue to see high levels of excess liquidity.

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.

Are You Ready for Even More Liquidity?

The Trust for Credit Unions (TCU) Short Duration Portfolio targets a duration of approximately two years and the Ultra-Short Duration Portfolios targets a duration of approximately 3-months.

If your institution is experiencing above average liquidity, the TCU funds' flexibility, competitive yield, and next-day liquidity characteristics might be a good fit for your needs.

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March 10, 2021


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