Category: Sleeve Management
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June mARKet Update Webinar
‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro economics, and thematic investing in disruptive innovation. To register for our…
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Auour Newsletter
A Red Winter “We are not seeking revolution. We just want democracy.” – Joshua Wong, Hong Kong student activist Though volatility is still hitting the markets, not much has really changed in the economic landscape since our last newsletter. The U.S. is plodding along at a 2.5% – 3% annualized real rate of growth,…
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Risk-on, but turning more defensive
Nuveen’s 2019 Outlook, published in early December, told investors to expect a tougher climb. Since then, we’ve experienced a selloff in stocks and other risk assets followed by a strong recovery in the first quarter. That might have been even a tougher climb than we envisioned, but the sort of volatility and uncertainty that investors…
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About Strategies Investor Segments Insights Resources Connect INSIGHTS Articles by Hilton Money and Politics SHARE FacebookTwitterLinkedInEmail Hilton CEO Craig O’Neill Talks Strategy on “Money & Politics”
Hilton Capital Management CEO Craig O’Neill recently spoke with “Money & Politics in Delaware” host Rusty Giles to discuss Hilton and its investing strategies. During this segment of the popular podcast, Mr. O’Neill describes what sets Hilton apart from other approaches to maintaining wealth and emphasizes the important role that it’s Economic Outlook plays in tactically adjusting its strategies. You…
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GRIFFIN CAPITAL ESSENTIAL ASSET REIT II REPORTS FIRST QUARTER 2019 RESULTS
EL SEGUNDO, Calif. (May 22, 2019) – Griffin Capital Essential Asset REIT II, Inc. (the “Company” or “REIT”) announced its operating results for the quarter ended March 31, 2019. Michael Escalante, Chief Executive Officer of the REIT stated, “We are pleased to have garnered such overwhelming support from our shareholders for the approval of the completion of…
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Should Markets Heed Recession Warnings?
mid a renewed US-China trade spat and additional tariff tensions between the United States and Mexico, investor concerns about a possible recession have heightened, according to Ed Perks, executive vice president, and chief investment officer, Franklin Templeton Multi-Asset Solutions. He discusses how markets are reacting to the possibility of a US recession and explains why…
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NOT ALL MORTGAGES ARE THE SAME
By Douglas Gimple FEBRUARY 2019 The mortgage-backed securities market has grown into a diverse market, offering investors a multitude of differentiated products to meet specific needs. Agency and non-agency mortgage-backed securities have historically provided attractive yields and high credit quality, as well as a wide variety of available securities. The market is complex and ever-evolving, but…
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Disruptive Innovation: Why Now? May 30, 2019|by Brett Winton|Market Insights, White PaperTags:Disruptive Innovation, thematic investing, white paper Through an extensive research process, we have identified five transformative disruptive innovation platforms that could change the way the world works and become the critical productivity signposts that future historians identify. We believe that historians will look back on this era as one of…
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Update
Also of note, our DRIV Core strategy generated a positive return for May, while major stock indicies were down 6-7%. In fact, DRIV has produced positive returns for every month so far this year. We remain in a defensive posture as we see a continuing erosion of economic data coupled with a bond market that is pricing…
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The updated Economic Outlook as of June 3, 2019 is available for download. In the 55 days since our last update, global economic conditions have been underwhelming. In the US, economic expansion is likely to continue through the remainder of the year, though key indicators suggest that corporate earnings growth will be limited and that the Fed may…
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