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

Mergers and Inquisitions

DECEMBER 6, 2023

Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%. Factor Requirements: Some teams also structure their portfolios based on “ factors ,” such as quality, momentum, value, etc., These funds are usually multi-strategy as well. you lose 10% from your peak AUM).

Funds 104

Funds Management Recruitment Portfolio 104

FineMark

APRIL 13, 2023

Interestingly, throughout 2021 and 2022, there were no U.S. As we wrote in our Q4 2022 newsletter, we believe that the Fed will stop raising rates during the second quarter of 2023. If you missed our previous coverage, you can read our Q4 2022 newsletter here: [link].) SVB is the second-largest bank failure in U.S.

Bank 52

Bank Banking Investment Economics 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

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S&P Investment Portfolio Corporation 52

FineMark

JULY 13, 2023

This came to pass in June as the Fed paused its rate-hiking cadence, which began in March 2022. Note : While these views won’t be uniformly expressed in every portfolio due to the high degree of customization FineMark provides, these are our current, broad views on the major asset classes employed in family allocations.

S&P 52

S&P Bank Banking Investment 52

FineMark

JANUARY 17, 2024

Eventually, the Consumer Price Index retracted, dropping from its peak of 9% in summer 2022 to its current rate of about 3%. Due to the high degree of customization FineMark provides, these views won’t be uniformly expressed in every portfolio. Not since the early 1980s had such a rapid rise in rates been experienced in the U.S.

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S&P Equities Valuation Investment 52