PID 1775


Market Commentary

Market Commentary: September 2020 – Elections vs. The Market Part Two: Party On!

Market Commentary: September 2020 Elections vs. the Market Part Two: Party On! By Peter Nielsen, CFA This is the second issue of our three-part series on how presidential elections impact the …

Market Commentary: August 2020 – Elections vs. The Market Part One: The Hoax of the Presidential Cycle

Market Commentary: August 2020 Elections vs. the Market Part One: The Hoax of the Presidential Cycle By Peter Nielsen, CFA In the coming months we will be publishing a three-part series …

Market Commentary: July 2020 – How are stocks being impacted by the coronavirus?

Market Commentary: July 2020 How are stocks being impacted by the coronavirus? By Peter Nielsen, CFA We extend our sincere good wishes and prayers to clients and families who have been …

Market Commentary: June 2020 – First Quarter Earnings Calls Highlight Digitization

Market Commentary: June 2020 First Quarter Earnings Calls Highlight Digitization By Peter Nielsen, CFA Every major event leaves a lingering after-taste. Consider how investment banking changed after the Tech bubble, or …

Market Commentary: April 2020 – Uncertainty’s Negative Impact

Market Commentary: April 2020 Uncertainty’s Negative Impact By Peter Nielsen, CFA After several weeks of bad news, we’re finally getting some good news. While it’s still early, recent data suggests …

Market Commentary: March 2020 – Coronavirus Economics

Market Commentary: March 2020 Coronavirus Economics By Peter Nielsen, CFA Academics say that stock markets are a “discounting mechanism.” That is, investors discount, or assess all available information when pricing …

Market Commentary: January 2020

Understanding 2019’s Leftovers to Plan for 2020 By: Peter Nielsen, MBA, CFA® We often find that financial writers gain a following by identifying as bullish or bearish. Either the prognosticator …

Market Commentary: Where are all the workers coming from?

Market Commentary: December 2019 Where are All the Workers Coming From? By: Peter Nielsen, MBA, CFA® It’s always nice to hear good news going into the Christmas season. It gives us …

Market Commentary: The Attraction of Factor Investing

Market Commentary: September, 2019 The Attraction of Factor Investing By: Peter Nielsen, MBA, CFA®   Invention and innovation continue to change the world around us. However, it’s often forgotten that …

Managing Risk In the 21st Century – A Radio Interview from the South Carolina Business Review

Portfolio Manager, Peter Nielsen, discussed Risk Management on the May 21st broadcast of Public Radio’s, South Carolina Business Review. To hear his conversation, click the below.