Thomas White

Deputy Portfolio Manager Angus Shillington and Associate Product Manager Nick Frasse joined Michael Batnick, CFA and Ben Carlson, CFA on the Animal Spirits podcast. They discussed the cyclicality of the semiconductor industry, Nvidia’s dominance, emerging competitors and how ETFs can offer diversified exposure to semiconductors. Listen here: https://lnkd.in/eXcg-Jk4. 

17

The third quarter brought welcome gains across stocks and bonds, with small-caps, value stocks, and rate-sensitive sectors leading the charge. Read the full Quarterly Market Review for an in-depth analysis from our portfolio managers on the current investment landscape. https://ow.ly/BhOL50TQQiC

11

The third quarter brought welcome gains across stocks and bonds, with small-caps, value stocks, and rate-sensitive sectors leading the charge. Read the full Quarterly Market Review for an in-depth analysis from our portfolio managers on the current investment landscape. https://ow.ly/wpPW50TQXRe

5

We are leaning into our beliefs that small cap has earned its way into the allocation conversation and that diversifying away from large cap passive indices to reduce concentration risk is prudent. https://hubs.ly/Q02tkQmj0

9

On KBRA’s Leading Voices in Credit podcast Stuart Aronson, Executive Managing Director and CEO of WhiteHorse Capital, discusses contrasting trends in the lower-middle to small-cap segment of private credit versus the upper-middle to large-cap segment, the impact of higher interest rates, and the risks of mark-to-market valuations.   Listen to the full podcast here: https://bit.ly/3VjTN4Q #HIGCapital #PrivateEquity #PrivateCredit #HIG

42

In this month’s First Eagle Alternative Credit update, Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler explains how repricing drove spread compression in 2024 and where the team is seeking relative value while keeping overall credit quality at fairly prudent levels. https://bit.ly/3DwAiiY

17

1 Comment

In Agili's quarterly insights, I talk about slowing consumer demand, lower demand for labor but that household's still have plenty of liquidity. Valuations are rich but not so bad after you take out the "Magnificent 7". Last, I discuss whether buying #cryptocurrencies is investing or speculating. Enjoy! https://lnkd.in/eatmqJEN #personalcfo #feeonlypioneers #fiduciary

13

The Mawer Investment Management credit team discusses the impact that just a little high yield can have on the return of a credit portfolio, but reaching for yield in the wrong environment creates the potential for material negative portfolio impacts. https://lnkd.in/gvfTpnHv #credit #highyield #creditportfolio #investmentmanagement

1

U.S. stocks extended their win streak to five weeks for the first time since May. The benchmark… Chief Investment Officer, Chris Bouffard, CFA recaps last week's economic and market performance in our Weekly Market Update.📈 https://ow.ly/wZG450TKSzA #marketupdate #marketperformance #investing #wealthmanagement

9

“Powell Indicates Fed in “No Hurry” As Labor Market Strength and “Bumpy” CPI/PPI Lessens Rate Cut Urgency, 10-Year Treasury Tests 4.50% Resistance Level” – New Pascale’s Perspective column written by David Pascale, Senior Vice President at GSP. Read the full article for insights on the latest economic data, Powell’s take on the labor market, and the Fed’s evolving approach to interest rates as inflation remains a challenge. Click the link to read the full article now! https://lnkd.in/gAGn__S3 #EconomicUpdate #FedPolicy #InterestRates #Inflation #TreasuryYields #JobMarket #MarketInsights #PascalesPerspective 

12

1 Comment

Jerry Parker, legendary Turtle Trader and Portfolio Manager of the Blueprint Chesapeake Multi-Asset Trend ETF (ticker: TFPN), was interviewed by Elana Margulies Snyderman for EisnerAmper’s Alternative Investments Intelligence blog. In the brief Q&A, Jerry discusses: 🌟 the merits of trend following 👀 areas where he’s seeing significant opportunities and challenges 😳 what keeps him up at night https://hubs.li/Q02LZ8gM0

27

The job market appears to be softening, Fed Chairman Jerome Powell testified before the House and Senate, and inflation appears to be moderating. Read the Reinhart fixed income team’s Week in Review to understand what this means for markets: https://buff.ly/3S16tf6 Subscribe to Week in Review: https://buff.ly/3SqpeGJ

3