The Pallas Perspective

Navigating Economic Trends: Financial Performance Amidst Persistent Inflation and Elevated Interest Rates.

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 ofbear markets and short-term corrections shows that markets can turn around when it’s least expected, especiallywhen 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