The Pallas Perspective

The Pallas Perspective - Quarterly Commentary for Q1 - 4-12-24

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

What's in Store for '24 - The Pallas Perspective Interviews Apollo Global Management Chief Economist Torsten Slok

What’s in store for '24? Torsten Slok, Apollo’s Chief Economist, and Pallas Capital’s Andrew Krout (Senior Vice President – Wealth Management) and Stephen Kylander  (Senior Portfolio Manager) discuss inflation, capital markets, and the economy.

The Pallas Perspective Market Update - 3-15-24

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 Pallas Perspective Week in Review - Friday, March 8th, 2024

High Relative Valuations for Equities Require Valuation Discipline and Focus on Long-Term Fundamentals

The Pallas Perspective - Navigating Key Financial Data for 2024

The Pallas Planning team discuss upcoming changes that have potential impact on savings and investments.

The Week in Review from the Pallas Perspective - Friday, February 9th, 2024

Equity Market Sentiment Has Turned Bullish:
Strong Recent Performance May be Due for a Pause.

This Week from the Pallas Perspective - January 26th, 2024

Money Market Fund Yields are Attractive; However, History Rewards Duration at Peak Fed Fund Rate. Listen now for more information!

The Week In Review from the Pallas Perspective - January 12th, 2024

Inflation Data declining Year Over Year Yet Stabilizing Near Term

The Pallas Perspective Market Update 12-15-23

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

The Week in Review: Economic Indicators Point to a Downturn, Yet a Goldilocks Outlook Sparks Excitement

In assessing current risks and opportunities in the U.S. financial markets, having an understanding of the current position and anticipated direction of the economy in the coming year can establish a foundation for tactical positioning and risk assessment.