Posts by Simeon Wallis
The Pulse on the Economy and Capital Markets: August 15 – 19, 2022
At a glance: After a strong start to the third quarter, the markets cooled off last week as stocks, bonds, commodities and crypto all declined. The Federal Reserve indicated in their meeting that a switch in policy regarding the reversal of rates is unlikely to happen as quickly as the market speculated. The recent earnings…
Read MoreThe Growth of Impact Investing: From Pension Funds to Endowments Divesting Fossil Fuel Assets
At a glance Main takeaway: Pension funds and endowments are actively seeking opportunities that align with their goals to make positive environmental and social change through impact investing. Invest with confidence: Limited partners have shifted their focus towards impact investing despite a lack of standardization to accurately measure the true benefits. Next steps: Developing a…
Read MorePart II: How long do we ride the economic rollercoaster before we hit a rebound?
There will always be a level of inherent market volatility. In fact, Wall Street has a phrase for it —”prices rise on a wall of worry.” Watch part 2 of our 3-part Economic FAQs series featuring Aprio’s Chief Investment Officer, Simeon Wallis, and Senior Wealth Advisor, Davi Kutner, as they discuss the market’s resilience and…
Read MoreThe Pulse on the Economy and Capital Markets: June 6 – 10, 2022
At a glance: Stocks, bonds and crypto experienced one of the worst weeks since the early days of COVID, causing concern among investors that the Fed may react aggressively in raising interest rates. The Consumer Price Index (CPI) came in well above expectations as year-over-year inflation increased by 8.6%. Core CPI is causing a big…
Read MoreThe Pulse on the Economy and Capital Markets: May 30–June 3, 2022
At a glance Stronger than expected economic and job news had investors concerned that the Federal Reserve would have to be more aggressive in raising rates, leading US stocks and bonds lower. Crypto and commodities, specifically energy, industrial and consumer discretionary outperformed while bonds declined nearly a percent. The tech industry experienced fast growth during…
Read MorePart I: If the economy had a relationship status, it would be labeled “it’s complicated”
The underlying fundamentals that are driving the US economy are relatively strong despite the slow pace of growth. And yet, it’s uncertain if this growth will continue or if we’ll tip into a recession. Watch part 1 of our 3-part Economic FAQs series featuring Aprio’s Chief Investment Officer, Simeon Wallis, and Senior Wealth Advisor, Davi…
Read MoreUnderstanding the Market Turbulence – May 2022
The Pulse on the Economy and Capital Markets: May 16–20, 2022
At a glance Related resources: Disclosures Investment advisory services are offered by Aprio Wealth Management, LLC, a Securities and Exchange Commission Registered Investment Advisor. Opinions expressed are as of the current date (May 24th, 2022) and subject to change without notice. Aprio Wealth Management, LLC shall not be responsible for any trading decisions, damages, or…
Read MoreThe Pulse on the Economy and Capital Markets: May 9 – 13, 2022
At a glance: This year started out as one of the worst in decades for stock and bond markets as investors worried about growth and rising inflation. Riskier segments, such as the Nasdaq and the Russell 2000, experienced a few difficult weeks at the start of the quarter as several well-known companies missed growth targets.…
Read MoreGovernance: How Private Equity Firms Can Drive an ESG Focus from the Boardroom
At a glance Main Takeaway: In the final part of our series on ESG investing in private markets, we discuss how private equity firms can reduce turnover, ensure data is protected and allocate capital with a governance-driven boardroom approach. Invest with confidence: As more private equity firms take an active ESG-role in the boardroom; they…
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