The Pallas Perspective

This week in the Review: Pallas Capital Advisors provides a Third Quarter Financial Markets Review and notes that the first days of October have started on a positive note.

7 Okt 202212min

Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss: September was ...

7 Okt 202212min

This week in the Review:      1. September continues its tradition as a difficult month for markets on surging rate expectations. PCA outlines the impact of the implied Fed funds target rate; the Dot ...

30 Sep 20229min

This week in the Review: Hawkish Fed Policy Weighs on Financial Markets Impact of the Federal Open Market Committee (FOMC) raising the funds rate target range Tightening financial conditions Dollar c...

23 Sep 20227min

This week in the Review: Disappointing CPI Report Raises Fed Funds Rate Expectations and Sets Back Market Sentiment Higher Cash Yields A Silver Lining in Choppy Market Thinking Ahead...

22 Sep 20227min

This week in the Review: Fed Funds Rate Expectations Rise into Year End but Could Reflect a Peak Jackson Hole commentary Fuel Prices Labor and Housing continue to pressure CPI      2. Investor Sen...

9 Sep 20227min

Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss: - Stock and bo...

8 Sep 202213min

This week in the Review: Powell Maintains Hawkish Tone in Jackson Hole, “Acting with Resolve Now” FOMC and the Federal Funds Rate Importance of Labor market and CPI      2. Relief Rally Under Fire...

2 Sep 20227min