June 22, 2022 — This Wednesday we are joined by Thomas Kirchner and Paul Hoffmeister, the portfolio managers of the Camelot Event-Driven Fund.
June 08, 2022 — Sean Gambino, Chief investment officer for Heron Bay Capital, discusses the impact of macroeconomic pressures on consumers and what that means for equities.
May 26, 2022 — Third Street Ag trading head Chad Burlet explains how supply disruptions are upheaving agricultural commodity markets.
May 26, 2022 — Rising commodity prices threaten food security, driving futures markets to all-time highs and challenging consumer staples margins.
May 25, 2022 — We are happy to introduce a new regular feature for our publication: Wednesday Lunch.
May 17, 2022 — Despite macro headwinds, Lightyear Capital Managing Director Max Rakhlin explains why he believes that consolidation in the wealth management industry is still just getting started.
May 13, 2022 — After a brutal selloff in crypto markets, venture capital allocators brace for the aftermath.
April 28, 2022 — With macro headwinds weighing on future return prospects, the private equity industry turns to retail investors for new capital.
April 26, 2022 — Private equity veteran Jeff Hooke takes aim at excessive fees and opaque reporting embraced by buyout fund managers.
April 23, 2022 — Are long-term trends undermining the precious metal’s reputation as a safe harbor during inflation and turmoil?
April 18, 2022 — With economists divided over the likelihood of a US recession, allocators play defense.
April 18, 2022 — Strategas CEO Jason De Sena Trennert remains skeptical we peak inflation has been achieved yet.
April 18, 2022 — Robertson Stephens CIO Stuart Katz takes a disciplined approach to prepare for best- and worst-case scenarios.
April 18, 2022 — RBC’s Andrzej counsels credit investors to expand their horizons to fight inflation.
April 18, 2022 — UBS Strategist Lucas Kawa thinks the US will likely avoid recession but still thinks investors should position defensively.
April 11, 2022 — According to Atlas Impact Partners founder Robert Brown, all investment decisions are ethical decisions at some level.
April 11, 2022 — The Russian invasion of Ukraine has many ESG investors reexamining their portfolios and values.
April 07, 2022 — Putin has brought the Ruble back to pre-conflict levels at home. Keeping it elevated may well prove harder.
April 05, 2022 — A portfolio manager focused on Chinese equities answers our questions about macro risk factors.
April 04, 2022 — A reliable recession indicator has been flashing a warning sign for investors. Most experts say it’s a false alarm.
March 30, 2022 — Two portfolio managers weigh in on prospects for consumer equities in the coming quarters as inflation and uncertainty continue to put pressure on the sector.
March 28, 2022 — 2022 has been hard on Muni bond investors, there may be more pain ahead despite resilient fundamentals.
March 28, 2022 — Saving an important Chinese customer may have cost the LME its reputation.
February 24, 2022 — Russia set off the first major conflict in Europe since the end of the Second World War by invading Ukraine today.
December 13, 2021 — VIDEO: SummerHaven CEO Kurt Nelson makes a bullish case for commodities
December 09, 2021 — Three investors weigh in on investment risks and opportunities presented in the world’s fastest-growing economies after a volatile year.
December 07, 2021 — US equities staged a remarkable rebound after shaking off Omicron fears. Options markets suggest that some investors remain cautious despite the rally.
December 02, 2021 — Sudden jitters in oil markets spurred by Omicron and OPEC+ does not appear to have altered long-term price assumptions yet.
December 01, 2021 — After a change in tone by FOMC chair Powell, investors are left wondering if the “reflation trade” has reached its end.
November 22, 2021 — Erdogan and his allies in the central bank slashed rates in the face of inflation, risking a compounding of misery in the Turkish economy.
November 18, 2021 — Natural gas data released by the U.S. Energy Information Administration (EIA) on Thursday brought some hopeful news for American homeowners.
November 16, 2021 — Three portfolio managers weigh the potential market impact of new global climate commitments.
November 16, 2021 — Strategists see large U.S. public companies flush with cash and poised to use capital for massive share buybacks.