FineMark

JANUARY 20, 2023

These periods are now known as “Minsky Moments.” 2022: One for the Record Books These days, words such as “unprecedented” or “extraordinary” seem overused in our daily vernacular, however, they do feel appropriate when describing 2022. Seventy years of peace in Europe were shattered as Russia invaded Ukraine in February 2022.

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Economics Portfolio Equities Investors 52

FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. Eventually, the Consumer Price Index retracted, dropping from its peak of 9% in summer 2022 to its current rate of about 3%. in the rising rate period and 11.8%

S&P 52

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Mergers and Inquisitions

DECEMBER 6, 2023

Pair Trades: To achieve this market neutrality, trades are usually paired so that if you long one company in your universe, you’ll short another company, and the gains come from the spread (more on long/short equity ). Maximum Drawdown Limits: Because the multi-manager hedge funds are highly leveraged , they do not tolerate drawdowns.

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FineMark

APRIL 13, 2023

The first quarter of 2023’s equity market performance (shown in Figure 1, below) exemplifies why such scenarios — and their accompanying dire reports — don’t necessarily beget lower market prices nor should they cause an overreaction. Interestingly, throughout 2021 and 2022, there were no U.S. bank failures. Outside of the U.S.,

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FineMark

OCTOBER 17, 2023

billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century. Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500.

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FineMark

JULY 13, 2023

Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. Walking a Narrow Path Toward Victory This quarter, equity markets continued their positive ascent, maintaining the trend established during the first quarter.

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