Our Thought Leadership


Piedmont Peaks


What Will Happen When The Fed Increases Rates?The Crude Collapse: A Supply/Demand Analysis

1Q 2016

With crude oil prices experiencing a large drop beginning in 2014 and accelerating in the back half of 2015, we attempt to put a historical context around supply and demand, as well as potential drivers of price change…
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What Will Happen When The Fed Increases Rates?What Will Happen When The Fed Increases Rates?

1Q 2015

With many investors and pundits believing that the Federal Reserve will begin to increase interest rates from the current zero interest rate policy (ZIRP) in mid‐to‐late 2015, we sought to consider the potential impacts…
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Capitalizing on Broad Bond Market AccessibilityCapitalizing on Broad Bond Market Accessibility

3Q 2014

Given the evolution of the corporate bond market, regulatory changes affecting broker-dealers, and the concentration of assets under management (AUM) among a relatively small number
of asset managers, the consulting community…
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Alternative Beta: Blending Smart Beta Strategies Improves Risk-Adjusted ReturnsAlternative Beta: Blending Smart Beta Strategies Improves Risk-Adjusted Returns

2Q 2014

Smart Beta strategies have increasingly become a topic of interest for investors. While implementations vary, “Smart Beta” implies a transparent, quantitative investment strategy where individual stock position weights are determined by…
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