Tag: economic insights

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June HANDLS Market Recap: Return of the Equities

Markets were a mixed bag in June. Optimism about the Federal Reserve ending or at least slowing its rate-rising program pushed up the equity markets, with the Large Cap Core Equity category delivering a 6.4% return for the month. Nevertheless, inflation remained persistent, albeit at a lower annualized rate, and the Core Fixed Income category responded with a -0.3% return in June.

June HANDLS Market Recap: Return of the Equities

Markets were a mixed bag in June. Optimism about the Federal Reserve ending or at least slowing its rate-rising program pushed up the equity markets, with the Large Cap Core Equity category delivering a 6.4% return for the month. Nevertheless, inflation remained persistent, albeit at a lower annualized rate, and the Core Fixed Income category responded with a -0.3% return in June.

The Ripple Effect: Navigating the Market with a Long-Term Portfolio Management Strategy

In the fast-paced world of finance, it’s easy to get caught up in the daily news cycle and the sensational headlines that dominate the market. However, as a portfolio manager, it’s essential to take a step back, look beyond the noise, and maintain a long-term view.

The Ripple Effect: Navigating the Market with a Long-Term Portfolio Management Strategy

In the fast-paced world of finance, it’s easy to get caught up in the daily news cycle and the sensational headlines that dominate the market. However, as a portfolio manager, it’s essential to take a step back, look beyond the noise, and maintain a long-term view.

Powerful Demographic Trends Can Drive Secular Portfolio Performance

Roughly 4 billion Millennials and Gen-Z globally offer massive tailwinds to certain brands.

Powerful Demographic Trends Can Drive Secular Portfolio Performance

Roughly 4 billion Millennials and Gen-Z globally offer massive tailwinds to certain brands.

What the Largest, Smartest Investors See Going Forward

I’ve always believed watching what the smartest investors in the world are doing, offers the average HNW investor a wonderful advantage. The largest alternative asset managers, including the private equity and private credit firms, have an information advantage over the typical individual investor.

What the Largest, Smartest Investors See Going Forward

I’ve always believed watching what the smartest investors in the world are doing, offers the average HNW investor a wonderful advantage. The largest alternative asset managers, including the private equity and private credit firms, have an information advantage over the typical individual investor.

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