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Canterbury Insights

Outsourced CIO
Canterbury Outsourced CIO: First Quarter 2024 Review
The price of risk assets continued to grind higher during the first quarter amidst positive economic data. Strong GDP growth and moderating inflation have created a "goldilocks" set of conditions that have boosted consumer confidence and spending on goods and services. Capital markets have continued their upward trend…
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Outsourced CIO
Canterbury Outsourced CIO: Fourth Quarter 2023 Review
The consistent decline in inflation reading and Jerome Powell's recent indication that the Federal Reserve may consider cutting rates in 2024 have led to an increased sentiment that the economic slowdown anticipated in the U.S. in 2024 may be a "soft landing" rather than a true economic recession.
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Outsourced CIO
Canterbury Outsourced CIO: Third Quarter 2023 Review
The steadfast stance taken by the U.S. Federal Reserve to fight the post-pandemic inflation surge continues to be a significant driver of market volatility. Eighteen months after the first federal funds increase in March 2022, the U.S. Treasury yield curve has shifted meaningfully along all maturities. The inverted yie…
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Outsourced CIO
Canterbury Outsourced CIO: Second Quarter 2023 Review
“…there’s a “common factor” that has driven price increases higher. It’s the pandemic, and it’s everything about the pandemic: The closing of the economy, the reopening of the economy, the fiscal support, the monetary support. All the things that happened went into high inflation. And I think we’ve come to expect that…
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News & Events

Annual Investment Forum
Canterbury Consulting Hosts Annual Investment Forum January 18, 2023
Press Release
January 2023
Canterbury Consulting

NEWPORT BEACH, Calif., Jan. 31, 2023 -

Canterbury Consulting, an independent investment advisory firm overseeing approximately $28.7 billion in assets as of November 30, 2022, hosted its Annual Investment Forum on January 18, 2023, in Newport Beach, Calif. The forum is a yearly event featuring thought leaders in invest…

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Annual Investment Forum
Canterbury's 2020 Annual Investment Forum
Annual Investment Forum
January 2020
Canterbury Consulting
Canterbury hosted its 12th Annual Investment Forum on January 22, 2020 for its endowment, foundation, healthcare organization, and family clients. Guests were treated to forecasts and insights from prominent thought leaders in investment management.
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Events
3rd Annual Institutional Investor West Coast Sub-Advisory Roundtable
Panel Discussion with Poorvi Parekh
September 2019
Institutional Investor

On September 26, 2019, Canterbury Consulting’s Director of Outsourced Investments, Poorvi Parekh, spoke on an Outsourced Chief Investment Officer (OCIO) panel session at the 3rd Annual West Coast Sub-Advisory Roundtable in Marina del Rey, CA.

The panel session, Consultants, Managers & OCIOs: The Lines are Blurring,…

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Articles
Five Reasons for Nonprofits to Hire an Outsourced CIO
Authored by Poorvi Parekh, CFA
May 2019
Nonprofit Information
The key role of a nonprofit organization’s trustees is to ensure that investment assets are protected and properly managed so that they can serve the organization’s mission. Regardless of the size of the investment assets, the investment committee seeks to balance the objectives of both long-term growth and ongoing fun…
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Blog

Jan
2023
Canterbury Outsourced CIO: Fourth Quarter 2022 Commentary
By Poorvi Parekh, CFA
At Canterbury, clients often ask us to provide our outlook for the markets over upcoming quarters. We have learned over the years, that the future, in the short or long run, is rarely the present extrapolated. The last three years alone would have proved us wrong repeatedly. In January 2020, there was great optimism f…
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Oct
2022
Canterbury Outsourced CIO: Third Quarter 2022 Commentary
By Poorvi Parekh, CFA
For the third consecutive quarter, both stocks and bonds declined in tandem. The S&P 500 fell 5.3%, the 10-Year Treasury rose 85 basis points, and 2-Year Treasury yields rose 130 bp, resulting in the most inverted yield curve in several decades. The U.S. Dollar appreciated for the fifth straight quarter, increasing 7%.…
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Jul
2022
Canterbury Outsourced CIO: Second Quarter 2022 Commentary
By Poorvi Parekh, CFA
As companies and consumers emerged from long COVID-related social shutdowns in early 2022, the resulting increase in demand for goods and services was met with supply disruptions. These disruptions were prolonged further by lockdowns in China and the Russia-Ukraine war. Also, continued price increases and higher CPI re…
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Apr
2022
Canterbury Outsourced CIO: First Quarter 2022 Commentary
By Poorvi Parekh, CFA
The first three months of 2022 brought on a variety of external issues that directly or indirectly affected individuals in almost every country: the political and economic tragedies and uncertainties surrounding the Russian-Ukrainian war, possible risks associated with additional variants of the COVID-19 virus, disrupt…
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