Perspectives

Gordian Perspectives for February 2021

February 12, 2021

In the aftermath of the Great Recession, governments have actively depressed bond yields and inflated bond prices.  Unfortunately, most market manipulations ultimately meet a messy end.  If and when this particular manipulation goes the way of all flesh, yields will rise and bond investors will lose money.  Bonds would stop being effective investment instruments, and become “Certificates of Confiscation”.

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Discussion: Opportunity Zone Fund Investments. Are They Right for Family Offices?

January 9, 2021

What is an Opportunity Zone and what are the investment opportunities and the potential tax advantages to investors and family offices?

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Modern Monetary Theorists. The Ghosts of Inflation Past?

January 5, 2021

Unlike Scrooge’s deceased business partner, Marley, we don’t believe that inflation has met the same fate.  It is subdued, but lives.  Despite the contentions of Modern Monetary Theorists (MMT), we disagree that the US can continue printing money without consequences.

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Biden’s Heavy Load

December 3, 2020

In the aftermath of the November elections, we thought it worthwhile to revisit the economic and market risks Biden is facing. Plus, The pandemic is far from over, but COVID’s shattering effects on consumer behavior will be with us for a very long time to come.

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Prognosis for Distressed Healthcare Companies

November 19, 2020

Expert analysis on best practices for distressed healthcare companies to streamline operations & for buyers looking to acquire them.

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Discussion: The COVID Recession – 2008 or Something Else?

July 27, 2020

Gordian Group CEO Henry Owsley provides his thoughts on the current economic situation facing companies in the United States. Joining him in this Perspectives Discussion Series are Rick Mikels, Partner at Law Firm, Pachulski Stang Ziehl and Jones LLP and … Read more

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Gordian Perspectives for June 2020

July 6, 2020

Stock market and economy disconnect? The consumer is defining reality. Plus, Apocalypse Soon, Part II. Can central banks continue to “manage” inflation?

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Gordian Perspectives for May 2020

June 8, 2020

Apocalypse soon? In the current environment, there clearly is nothing resembling certainty.  But the probability of seeing stagflation this decade is increasing.

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Gordian Perspectives for April 2020

May 7, 2020

Is globalization on the rocks and can the U.S. decouple from China? Also, what ways can you and your board take advantage of distressed corporate situations?

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Gordian Perspectives for March 2020

April 2, 2020

Deja (CLO) Collateralized Loan Obligations All Over Again. Storm clouds are gathering over the CLO market. Restructuring within the Cannabis industry.

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Gordian Perspectives for February 2020

March 6, 2020

Family Offices and direct investment in middle market deals. Does big oil have a do-or-die decade ahead because of climante change? And, are we in a “valuation bubble”?

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Gordian Perspectives for January 2020

February 6, 2020

The number of overleveraged companies that recognize they may have intractable debt problems is increasing and will we see an increase in hospital bankruptcies in the healthcare sector?

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Gordian Perspectives for December 2019

January 6, 2020

Distressed oil producers buying time if prices increase; $120B in debt facing energy producers and bad bankruptcy advice for CFOs

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Gordian Perspectives for November 2019

December 2, 2019

Toxic Debt and it’s impact on infrastructure, the retail apocalypse and restructuring versus bankruptcy and the “default” canary in a coal mine.

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