Institutional Investments

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.

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Features

What’s The EU Summit To Credit Unions?

The European Union summit outcome offers no real game-changers.

Investment Trends And Insights For Credit Unions

Callahan & Associates; Jason Haley, chief investment officer for ALM First; and Jay Johnson, president of Trust for Credit Unions, discuss the latest economic trends ...
Features

Industry Performance: Investments (4Q21)

Cooperatives are using cash to meet rebounding loan demand and invest in higher-yielding securities and investments.
Industry Insights

3 Investment Trends From The Fourth Quarter Of 2021

Credit unions are positioning their balance sheets to deliver greater yields as investment and lending conditions adapt to a late-pandemic environment.
Industry Insights

From Liquidity To Investments: Credit Unions Put Cash To Work

Deposits jumped $35.0 billion during the third quarter, and credit unions adjusted their investment portfolios to take advantage of the changing yield curve.
Industry Insights

Absent Additional Stimulus, Total Industry Investments Decline In The Second Quarter

Cash balances contracted 11.1% from March 31 as credit unions actively put money to work.

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 ...
Industry Insights

Credit Union Investment Balances Surpass $700 Billion

COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.

Managing Excess Liquidity – Investment Trends & Insights For Credit Unions

Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, discuss the ...
Industry Insights

Investment Balances Climb Higher In 3Q 2020

Deposit growth underpins a 3.4% increase in investment balances for the industry. See what else happened in the investment portfolio.

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.

Read More »
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