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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.



Tuesday, May 11, 2021
Convertible Investment Study - May 2021
Posted in White Papers
In January 2021, Palisade Capital Management published a research piece entitled “The Time For Convertibles Is (Still) Now”, where we outlined the advantages of investing in the convertible asset class, both historically and tactically, given an impending, post COVID-19 economic cycle. In this study, we seek to touch upon and update key aspects of Palisade's unique approach to investing in convertibles. Palisade's convertible strategies emphasize Growth convertibles (as opposed to Value convertibles) and Large- and Mid-Capitalization convertibles (rather than Small-Capitalization convertibles).
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Wednesday, April 28, 2021
Fireside Chat with Daniel Clifton: Infrastructure Spending, Taxes, and the Biden Agenda
Posted in Webinars
Palisade Capital Management Chief Investment Officer Dan Veru hosted a fireside chat with Daniel Clifton from Strategas Research Partners to discuss Infrastructure Spending, Taxes, and the Biden Agenda. 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. They discussed the recently passed stimulus packages, the upcoming battle for infrastructure spending, and the potential for increased individual and corporate taxes.
Tuesday, April 27, 2021
Financial Planning Blog: April 2021
Posted in Blogs
Charitable Giving Considerations in the Face of New Legislation
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Friday, April 23, 2021
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On April 23, 2021, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss President Biden’s proposed higher capital gains tax and its potential impact on U.S. markets.
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Tuesday, April 20, 2021
Palisade Capital Management Head of Financial Planning Lorraine Salvo, CFP®, CDFA® Participates in Charitable Giving & Tax Planning Webinar
Posted in Webinars
Palisade Capital Management Managing Director and Head of Financial Planning Lorraine R. Salvo, CFP®, CDFA® presented at a webinar hosted by The Jewish Home Family. Lorraine highlighted several proposed tax and estate planning changes that could affect high net worth individuals, along with corresponding planning strategies and considerations.
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Tuesday, April 13, 2021
Q1 2021 Investor Commentary
Posted in Market Commentaries
Palisade reviews the first quarter of 2021, which saw gains in most stock market averages, modest declines in bond prices, and increases in many commodity prices. Last month marked the one-year anniversary of the pandemic shut-down of the American economy.
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Latest Research and White Papers
Tuesday, May 11, 2021
Convertible Investment Study - May 2021
In January 2021, Palisade Capital Management published a research piece entitled “The Time For Convertibles Is (Still) Now”, where we outlined the advantages of investing in the convertible asset class, both historically and tactically, given an impending, post COVID-19 economic cycle. In this study, we seek to touch upon and update key aspects of Palisade's unique approach to investing in convertibles. Palisade's convertible strategies emphasize Growth convertibles (as opposed to Value convertibles) and Large- and Mid-Capitalization convertibles (rather than Small-Capitalization convertibles).
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See all Research and White Papers



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