Peter’s ABCs on Fees. Ep 1: The Squeeze on Fees
In the first episode of our #ABCsOnFees series, Peter Kraus takes a closer look at the squeeze on fees. What are the implications for investors and are lower fees always better?
Peter’s Weekly Market Recap
With the one-year anniversary of the Covid-19 market bottom this past week, what are some of the learnings and conclusions of this crisis?
Peter’s Weekly Market Recap
The US is expected to see GDP growth of almost 10% in the first quarter. What does that growth mean and how might it impact financial markets?
National People’s Congress
Portfolio Manager Bill Kornitzer shares his thoughts on budget deficits, local government bonds, and other highlights that were discussed at the National People's Congress of China.
Interest Rates and Inflation
After last week's turbulent yield moves, Bill Kornitzer revisits the topic of interest rates and inflation.
Peter’s Weekly Market Recap
Peter Kraus’s thoughts on why leverage may not be your friend in the current market environment.
Peter’s Weekly Market Recap
With the rise in real rates and inflation, will we see headwinds in markets, with increased volatility and some drawdown?
Short Duration Equity Outperformance
Will the current environment with short duration equity outperformance continue?
Peter’s Weekly Market Recap
Peter Kraus talks about bitcoin and how it could disrupt businesses - and even entire industries - in the future.
Peter’s Weekly Market Recap
How will investors think about real rates going forward and which stocks will do well in this environment?
Peter’s Weekly Market Recap
With 2021 now underway, how should investors think about deploying capital?