Palisade reviews the third quarter of 2021, which saw all three major stock market indices – the Dow Jones Industrial Average, Standard & Poor’s 500® Index, and NASDAQ Composite – ending the quarter about where they began. The period started off well, as the S&P rose over 5% in the first two months of the quarter, but bearish sentiment sank the index in September.
Palisade reviews the second quarter of 2021, which saw gains in most stock market averages as many closed at or near all-time high price levels. All three major stock market indices – the Dow Jones Industrial Average, Standard & Poor’s 500® Index, and NASDAQ Composite – notched solid gains in the last three months, and two ended the quarter at all-time highs.
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.
Palisade reviews a remarkably unusual year as we remember last year’s financial market extremes: anxiety in the first months of the COVID-19 pandemic (March/April), stabilization at mid-year, and sharp recovery in the final quarter of 2020 as investors cheered the regulatory approval of COVID vaccines.
In our latest webinar, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru provides an update on the President’s COVID-19 diagnosis and its potential impact on the stock market.
In our latest webinar, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru shares his current insights on stocks, the economy, interest rates, and the upcoming presidential election.
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).