In this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.Leadership will continue to be stress-tested as a more cyclical market leadership profile settles and ...

in this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.A combination of solid earnings for the market, notably strong for the AI segments, and easy credit al...

In this episode, we walk through the outlook for US equities. In short, a very constructive outlook is really set up for us in terms of looking out to the rest of 2024. Part of this has to do with these bottoming of the profit cycle, and also t...

While fundamentals remain constructive for the 2024 equity market outlook, intra-market rotations abound. The market’s thirst for AI tools and technology investments in 2023 played out in a dramatic fashion. A stabilizing profit cycle coupled w...

Soft landing and interest rate risk point to a Value tilt. A rebound in earnings expectations and better-than-expected economic data have been hinting at a stabilization in the profit cycle. While a bottoming profit cycle is critical to a funda...

The current run-up in the market appears to be an echo of the Y2K/Internet melt-up. In both periods, we experience a dramatic surge in Technology spending, effectively pulling technology consumption several years in advance, and allowing market...

Key Takeaways:-Testing for aftershocks – watching credit and regional bank ripples.-Quality Bet Amplified as Capital Markets “Join” in the Tightening Cycle.- The Sell-side is behind the Curve; Earnings Expectations to Ro...

The outlook for US equities in 2023 remains locked in a defensive stance. With sharp reversals seen in the bear market of 2022, excesses are worn down and valuation adjustments allow investors to look more opportunistically in the coming year. ...

Satya Pradhuman outlines the firm’s framing of the current market environment. He walks through the barbell strategy which allows for a slowdown in the global profit cycle, the ongoing challenges with rising energy costs and the struggles of th...

We continue our discussion for Part 2 of Market Conversations – When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors. Featuring Maili Wong of Wellington-Altus and Bill Kan of Candent Capital Terms that resonate in thi...

Market Conversations – When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors. Featuring Maili Wong of Wellington-Altus and Bill Kan of Candent Capital Terms that resonate in this session are “A plan”, “discipline” and ...

Listen to part 2. Investors are uniquely challenged as we struggle, for the first time in many decades, to properly frame a portfolio with both an inflation strategy and a recession posture. As the Fed continues its restrictive monetary policy,...

Investors are uniquely challenged as we struggle, for the first time in many decades, to properly frame a portfolio with both an inflation strategy and a recession posture. As the Fed continues its restrictive monetary policy, it must walk the ...

In this episode of Market Elevation, part 2, we speak with Ken Chiang, CEO of Redwood Peak.  He offers relevant nuggets on framing the portfolio in an environment where we face possible secular changes in inflation, increased risks to a su...

In this episode of Market Elevation, part 1, we speak with Ken Chiang, CEO of Redwood Peak.  He offers relevant nuggets on framing the portfolio in an environment where we face possible secular changes in inflation, increased risks to a su...