News & Events

May 2023
Canterbury Consulting
Canterbury Consulting’s Loren Asmus Named Vice Chair of the Board by Choral Arts Initiative
In The Media
Quote by Loren Asmus, CFA, CAIA
May 2021
Talking Biz News
Loren Asmus, CFA, CAIA, Vice President, Investment Research at Canterbury Consulting shared insights on ESG investments with Talking Biz News Deputy Editor Erica Thompson: "​ESG interest from both current and prospective clients is increasing. Clients are interested in ESG from several different perspectives, including…
In The Media
Quote by Loren Asmus, CFA, CAIA
April 2021
Record demand to invest in sustainable investment funds saw the sector’s total assets rise 19% to a fresh high of nearly $2 trillion in the first quarter, data from industry tracker Morningstar showed. The surge in interest marked the fourth quarter in a row that the sector’s assets have hit a record high, amid growing…
In The Media
Quote by Loren Asmus, CFA, CAIA
July 2020
U.S. News & World Report
The midstream sector supports the oil and gas industry's infrastructure needs and can increase diversification in a retirement portfolio since it generates higher yields. Investors typically invest in large integrated exploration and production names from the energy sector, as well as utility companies for additional i…


By Loren Asmus
Short-term fixed income and money market funds presently provide attractive absolute yields compared to rates over the last 15 years. Consequently, investors are opting to reduce their duration exposure and allocate to cash-equivalent or near-maturity fixed income securities. While intriguing in the short run, there ar…

By Loren Asmus, CFA, CAIA
The Fiscal Responsibility Act of 2023 was signed into law on June 3, 2023, effectively resolving the U.S. debt ceiling crisis that had unsettled markets for several months prior. While a resolution to this issue is welcome, it raises important questions about potential consequences for the U.S. economy. In Part I of th…

By Loren Asmus, CFA, CAIA
Since the Great Financial Crisis (GFC), the private credit market has grown from approximately $300 billion to over $1.2 trillion in size. In Part III of this blog series, we discuss different private credit sub-asset classes and review their merits and risks. We also examine how private credit fits within a well-diver…

By Loren Asmus, CFA, CAIA
The private credit asset class has grown immensely since the Great Financial Crisis (GFC). In Part II of this blog series, we discuss private credit performance and volatility relative to public credit. We also examine private credit relative to other private capital sub-asset classes.