Buy-Side Investors Webinar: Perspectives on Not-for-Profit Healthcare During Turbulent Times
In this webinar, hear directly from veteran buy-side analysts on how they will respond to requests for waivers, amendments, and consultant turnaround reports in the event of covenant violations or near misses.
Challenging Indicators for the Federal Reserve
Nagging tension points continue to cloud the Fed’s plan to slow private sector growth and job creation in its efforts to lower inflation. Focus on the balance sheet as a stabilizing resource in a volatile environment.
A Responsive Balance Sheet Enhances Organizational Agility
The real work for healthcare leaders is developing a resource positioning framework that can be recalibrated over time in response to changes in the sources and severity of risk.
Positioning the Balance Sheet
The balance sheet is the foundation of every not-for-profit healthcare organization, and one of the most important management considerations is how to position this pillar in relation to what is happening in operations.
Five Key Takeaways from Rating Activity in 2022
Rating downgrades exceeded upgrades for all three rating agencies in 2022. Below are five key takeaways: Downgrades covered a wide swath of hospitals including single site hospitals and...
Credit and Capital Markets Outlook for 2023
As we move into 2023, hospital and health system leaders will need to bring the full range of available resources to bear against a continuing barrage of operating and financial headwinds.
Moving Into and Through 2023
The defining characteristic of 2023 is the multi-variable set of high-impact unknowns. The only way to push back is to bridge the management of scarce resources across the very different operating, financing, and investing functions that define every not-for-profit health system.
Our Inflation Round Trip
Tuesday’s 7.1% CPI print was an improvement from October’s 7.7% and well off the 9.1% peak (so far) posted in June. 7.1% is not price stability and there remains a large gap to the Fed...
Inflation May Be Stabilizing, but a Transformative Period for Healthcare Has Only Just Begun
While inflation may be stabilizing, healthcare organizations face a long haul back to a better place. They will need a disciplined framework and an openness to new possibilities, including the utilization of strategies that were rejected in more stable times.
Ratings Tolerance During Financial Turbulence
In recent months, hospitals of all sizes and ratings are reporting tremendous financial turbulence, primarily due to externalities such as the nursing shortage and the need for expensive contract labor.
Liquidity Optimization Is Both an Opportunity and an Imperative for Higher Ed Institutions
Liquidity optimization offers colleges and universities a significant financial opportunity. It also is an imperative to meet the mounting financial challenges and risks that higher education faces today.