Investors’ New Worry: Banks. Over the last year, we had growing concerns that something would break in the financial system as a result of the size and speed of interest rate increases. We weren’t sure which companies or industries
would feel the pain, but we now have our answer.
Posted in Market Commentaries, Media Appearances, Webinars
On Thursday, March 30, 2023, Palisade sponsored an exciting discussion about the future of finance led by Chief Investment Officer Dan Veru. Dan was joined by speakers Jeannette Lowe, Managing Director of Policy Research, Strategas Research Partners, an institutional brokerage and advisory firm providing macro research and capital markets and corporate advisory services, and Jay Malave, CFO of Lockheed Martin, a global security and aerospace company.
2022 was a rough year for investors. The equity market, as gauged by the S&P 500® Index, fell about 20% last year – the worst year for stocks since the Great Financial Crisis of 2008. Bonds, a usually safe investment, suffered too, as the widely-cited Barclays Aggregate Bond Index dropped by 17% (bond prices fall when rates rise).
On December 14, 2022, Palisade Capital Management Chief Investment Officer Dennison Veru shared his latest market update and discussed how today's Federal Reserve Board's interest rate hike may affect stock prices.
As institutional investors continue to search for solutions to help meet their risk and return objectives, small and smid cap equity strategies remain compelling. However, once an investment program decides to invest in one of these asset classes, allocation decisions can significantly impact a portfolio’s risk profile and returns.
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