Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management Overview The past year has been an extremely challenging environment for investors as inflation has risen to historically…
Laura NortonMarch 13, 2023
Market Updates
While markets retreat, the shift in rate expectations show signs the end of rate hikes is near February 2023 Key Observations Strong economic data pushed market expectations to 0.5% more…
Laura NortonMarch 7, 2023
Filter out the noise and stay the course Key Observations Broad asset classes rose higher off 2022 lows on cooling pricing pressures and the possibility of a Fed pause Equities…
Laura NortonFebruary 10, 2023
A Manufactured Crisis In 1917 the United States Congress first established a limit on government borrowing to finance the country's involvement in World War I. The current debt ceiling is…
Laura NortonFebruary 6, 2023
Research
March 2023 The recent events surrounding the failure of Silicon Valley Bank and Signature Bank, combined with the volatility in stock prices of other financial institutions, serve as stark reminders…
Laura NortonMarch 23, 2023
Key Takeaways – Opportunity Set and Diversification The opportunity outside the U.S. is much larger and foreign countries account for the vast majority of global GDP Correlations are elevated, but…
Laura NortonDecember 20, 2022
Key Observations While longer term performance remained strong, one-year return calculations have moderated across all private equity strategies. The fundraising environment was competitive and both middle market and emerging managers…
Laura NortonSeptember 25, 2022
Planning
Year-end is fast approaching, with the holidays just around the corner. While the market malaise may be front-and-center on the minds of many, individuals should not overlook year-end planning opportunities…
Laura NortonDecember 10, 2022
News
Chief Investment Officer returned to Nasdaq TradeTalks to discuss why he is bullish on fixed income in the current market environment, further deterioration of earnings and if the Federal Reserve…
Laura NortonMarch 31, 2023
Chief Investment Officer Eric Sterner returned to Cheddar News with Chloe Aiello after the opening bell to discuss last week’s market-moving news, the crisis in the banking sector and continued…
Laura NortonMarch 30, 2023
Founding Partner and COO Robert Gorman examines the risks and benefits of having concentrated stock positions in his recent Kiplinger piece. He offers additional strategies investors can employ to avoid…
Laura NortonMarch 20, 2023
Chief Investment Officer Eric Sterner shared his thoughts on CPI report with Kiplinger’s Dan Burrows and noted that there is a possibility the Fed may temporarily pause rate hikes to…
Laura NortonMarch 15, 2023
Chief Investment Officer Eric Sterner discusses how to invest in a high-rate and high-inflation environment on TD Amertitrade's Trading 360 with Nicole Petallides and the likelihood of the Fed getting…
Laura NortonMarch 3, 2023
Chief Investment Officer Eric Sterner shared his thoughts on yesterday's CPI report with Insider’s Carla Mozee and noted that energy and commodity prices are likely to rebound as China drops…
Laura NortonFebruary 16, 2023