The Pallas Perspective

Earning over $145,000 from your employer in 2023? Be prepared to lose another tax deduction next year. James Landry explains...

This Week From the Pallas Perspective looks at the recent Fitch Ratings downgrade of the US from "AAA" to "AA+" and its historical significance.

This year’s market performance is more evidence that investor sentiment can turn on a dime. The history of bear markets and short-term corrections shows that markets can turn around when it’s least expected, especially when investors are most pessimistic. 

The Pallas team of Rich Mullen, CEO, Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss current trends in the economy, inflation, interest rates, and implications for stock and bond markets.

The juxtaposition of the performance and valuation of the mega-caps versus the rest of the S&P 500 has created a glass-half-empty or half-full dilemma. Listen to the Pallas Perspective and visit PallasCapitalAdvisors.com for more information and insights.

Carlyle's Brian Marcus and Pallas CIO Mark Bogar discuss the Debt Ceiling, Recession risk and Public/Private Debt Markets

The Pallas Capital Advisors team thinks that, overall, the nearly complete Corporate Earnings Season has performed better than expected. But what about Growth Trends?

In this edition of the Pallas Perspective the Pallas Capital Advisors team briefly outlines the Consumer Price Index changes and the potential impact on inflation and the markets.

The advantage of partnering with an investment banker before your next business transaction… What you should know about the competitive process and leveraging transactions

Pallas Planner and Portfolio managers Shannon Smith (CFP, AWMA) and Cam Newton (CFA) explain the top ten financial planning choices that women should always be aware of.

The Pallas Capital Advisors team discuss the key takeaways from the recent Fed meeting and 25 basis point raise.

The Pallas Capital Advisors team discuss their various perspectives on recent bank failures. 

Federal Reserve Chairman Powell’s Remarks create the largest yield inversion in 40 years. What does it mean?

The Pallas Capital Week in Review: Lower inflation and a pullback from the expected peak Federal Funds rate remain a work in progress as 2023 progresses, but they are an important catalyst for positively impacting longer term equity and fixed income investments. Listen for more...

What changes should you consider when planning for retirement, college, and tax? Pallas planners discuss updates to SECURE 2.0 and tax data for 2023 and beyond…

While 2022 was the year of rising interest rates, with the Federal Reserve raising rates by a cumulative 425 basis points from near zero to combat inflation, 2023 is seen as the year that the economic impact of higher rates comes home to roost in the economy.

Learn what’s in store for 2023 – Torsten Slok, Apollo’s Chief Economist, and Pallas Capital’s investment team discuss inflation, capital markets, and the economy.

While the seeds have been set for a darkest before the dawn scenario for 2023, corporate earnings, inflation and Federal Reserve actions all remain in play as we enter into the New Year.

Hear from Pallas Chief Investment Officer Mark Bogar the reasons why we are optimistic about long-term market returns.  Senior Portfolio Manager Steve Kylander and Pallas CEO Rich Mullen also opine on the 2023 outlook for inflation, interest rates, and corporate earnings.   For a deeper dive on these topics, and to get your questions answered, we invite you to join us on Jan 18 at 12 noon. Please...

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, in an interview and discussion session with an esteemed member of the Putnam Investments Business Advisory Group, Chris Hennessey. Mr. Hennessey provided many insights across a wide range of timely topics and is also Professor Emeritus of Law at...

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Founding Partner & CFO Charlie Evangelakos to discuss "Feeling Taxed? Select Strategies That Can Make a Difference"  

Markets Celebrate a Slowdown in Inflation This week the release of the Consumer Price Index impacted Financial markets. Pallas Capital Advisors takes a look at the numbers.

This week Pallas Capital Advisors’ Chief Investment Officer Mark Bogar and Director of Planning and Client Experience Shannon Smith hosted investment legend Byron Wien. Byron is one of Wall Street’s most widely read analysts, known for his uncanny ability to forecast economic, social, and political trends and assess the direction of financial markets. In tribute to Byron’s annual list of top ten s...

In our Review this Week: Market signals a recession for 2023 - what are we watching? Recession checklist almost complete – watching unemployment and profits

This week in the Review: Stagflation is here: Does sector positioning matter? • Stagflation periods have seen better relative performance by healthcare, energy and financials; and lower relative performance by industrials, information technology and materials • The consideration of sector exposure during periods of economic and interest rate inflection is a useful exercise