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.
Cash balances contracted 11.1% from March 31 as credit unions actively put money to work.
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.
COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.
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.

A pair of CDFI grants allowed the Florida-based credit union to help members restart their lives on the island or relocate to the United States.

From the boardroom to the branch floor, credit union leaders share thoughts on being different, embracing challenges, keeping mission top of mind, and more.

The right people in the right positions can make a meaningful difference in driving success and exploring opportunities.

The editorial team at Callahan & Associates weighs in on stories that defined 2025 through actionable strategies, meaningful insights, and perspectives that continue to influence the cooperative movement.

Despite economic uncertainty, credit unions and their members are displaying resilience through methodical improvement.

Discover how two employee awards honor the Arizona credit union’s commitment to a team-first culture while boosting employee engagement and workplace culture.

AI is removing friction from financial decisions, giving consumers more control over their money and forcing banks and credit unions to compete on real value.

The organizational structures for the marketing teams at 3Rivers FCU and Leaders Credit Union couldn’t be more different, but they share a common goal.

NOLA Firemen’s FCU helps members qualify for a mortgage in a state where poverty is high and insurance premiums are keeping many would-be borrowers out of a home.

Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.