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News & Insight

At Palisade Capital Management, we think differently than other asset managers. We believe in sharing ideas and research across teams—and now with you. Here you can gain access to our vast intellectual capital and decidedly different perspective, while seeing what we’ve been up to lately.



Monday, January 03, 2022
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On January 3, 2022, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss why he believes stocks are in line for more gains this year, and why he still likes the stock of one large health insurer.
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Tuesday, December 07, 2021
Special Update: The Current Policy Landscape - A Discussion with Daniel Clifton
Posted in Webinars
Palisade Capital Management Chief Investment Officer Dan Veru recently hosted an informative webinar with Daniel Clifton from Strategas Research Partners to discuss the current policy landscape. Mr. Clifton leads the #1 ranked Washington policy team on Wall Street according to Institutional Investor magazine and has been named a top Washington policy analyst in each of the past eleven years. He is also a top-ranked analyst with regard to Tax and Accounting Policy. The discussion included an analysis of the Biden Administration's current and proposed policies and the outlook for the financial markets.
Friday, November 19, 2021
Financial Planning Blog: November 2021
Posted in Blogs
You’re Biased Towards Your Own Money: What to Do About It
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Wednesday, November 10, 2021
Palisade Capital Management Managing Director and Head of Financial Planning Lorraine R. Salvo, CFP®, CDFA® to speak at the 2021 InvestmentNews Women Adviser Summit
Posted in Media Appearances
Palisade Capital Management Managing Director and Head of Financial Planning Lorraine R. Salvo, CFP®, CDFA® will speak at the 2021 InvestmentNews Women Adviser Summit that will take place on Nov 11. Lorraine will be part of a panel discussing strategies to leverage technology in financial planning.
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Tuesday, November 02, 2021
Financial Planning Blog: October 2021
Posted in Blogs
Could Inflation Affect Your Retirement Plans?
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Monday, November 01, 2021
Andrew Awad Joins Palisade as Equity Research Associate
Posted in Announcements
Andrew joined Palisade Capital Management as an Equity Research Associate for our Focused Equity strategy.
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Latest Research and White Papers
Wednesday, May 04, 2022
The Case for SMID Cap - An Asset Class for the New Business Cycle
The lockdowns and flash recession which followed the beginning of the COVID-19 pandemic precipitated a reset of the global economy and initiated a new business cycle. Recent stock market weakness, however, is a cyclical correction in a secular bull market, and we believe the U.S. remains early in the recovery phase of this new cycle.
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