Since March, the US stock market has enjoyed a 20% bounce from its bottom seemingly on the vague promise that the US economy was going to re-open and life would resume somewhat...
Commentary
Q2 2020 Market Outlook
This Too Shall Pass….But When? It is very hard to believe that 60 short days ago, the US economy was humming; we were at full employment, consumer confidence was high, interest...
Addendum to Q1 2020 Market Outlook
No sooner than we had published our optimistic outlook for economies and markets did investors experience a somewhat existential event with Friday’s US missile strike, killing...
Q1 2020 Market Outlook
Despite fears over declining economic growth, a multitude of trade war scares and endless political bickering, 2019 has proven to be a terrific year for investors as the US stock...
Q4 2019 Market Outlook
Taking its cue from the previous three months, markets again proved to be increasingly volatile for investors over the course of the most recent quarter. Market returns were mixed...
What Now for Bond Investors?
Although equities and equity markets tend to get the bulk of the average investor’s attention, the most remarkable thing that has transpired across the economic spectrum over the...
Q3 2019 Market Outlook
The resiliency of the US equity market again was evident in the second quarter of 2019. The trade concerns of May faded quickly and the market rallied as the Federal Reserve and...
The Federal Reserve: What Me Worry
So, it’s safe to say, the market was very disappointed by the Fed’s 25 basis points tightening yesterday as well as the guidance provided for future hikes in 2019. Reading the...
Elections, Policy, Trade and Markets
Now that mid-term elections are behind us, economic and investment decision makers can get back to business. We will know soon how much of the October swoon was related to...
History Doesn’t Always Repeat Itself but Sometimes it Rhymes
Way back in the spring of 2013, then Federal Reserve Chairman Ben Bernanke announced that the Fed bond buying program would come to an end. A global bond market panic ensued,...
Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.