Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, discuss the latest economic and market insights along with investment trends based on 4Q 2020 Performance Data for U.S. Credit Unions.
Deposit growth underpins a 3.4% increase in investment balances for the industry. See what else happened in the investment portfolio.
Investment balances were up 19.2% from the first quarter as consumer uncertainty powers growth in core deposits.
Cooperatives keep their sights on short-term investments as cash balances grow and participation in derivative programs declines.
Credit unions report the largest quarterly increase in investment balances on record as cash balances surge amid economic uncertainty and rate cuts push down investment yield.
Credit unions continue to prioritize short-term liquidity, apparent in the movement’s investment portfolio.
China trade, interest rate concerns make profitable risk management more critical.
The global economy provided a colorful backdrop for credit union financial executives, board members, and leaders planning for the coming year.
A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
A disciplined strategy and long-term focus provides consistency independent of fluctuating interest rates.
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
A 2025 BlackRock survey presents a snapshot of retirement readiness and shows Americans are saving, struggling, and still working.
At Publix Employees FCU, marketing plays a pivotal role in select employee group engagement.
CEO Jason M. Osterhage shares what happened when his organization adopted board term limits and reckoned with the downstream implications.
A Maine credit union partners with a national provider of Islamic home financing to serve Muslim-Americans seeking homeownership
Practical insights from leaders redefining success in strategy, governance, and growth.
Credit union strategy leaders are embracing uncertainty, rethinking relevance, and getting cozy with discomfort as they plan for 2030 and beyond.
This installment of “CEO Onboarding” touches base with an industry veteran to discuss starting out young in the credit union movement and being present for members’ milestone moments.
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Two cooperatives share how they elevate employee engagement in a high-pressure, high-stakes contact center setting.