Latest Insights

Investment Policy Updates for 2026: Changes to California Government Code
Have you incorporated the latest changes to California Government Code (CGC) into your agency’s investment policy? Changes to CGC occur
January 1, 2026

Monthly Review
December 2025 – Bond Market Review
The near-term economic outlook continues to be distorted by the data delays from the government shutdown. Recently released government data—reflecting
December 30, 2025

Weekly Highlights
12/19/25: Inflation Slows; Labor Market Shows Signs of Cooling
Although the data lag from the government shutdown remains a factor, this week provided a slew of catch-up economic data
December 19, 2025