The Pallas Perspective

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 the Babson College School of Executive Education.

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 surprises, we are pleased to share the top ten takeaways from our discussion.

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

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Eric Lalime, Managing Director, to discuss various ways to understand and navigate the world of charitable giving. Donation topics include: cash, Appreciated Securities, Bunching, Privately held stock, Donor Advised Stocks (DAFs), Qualified Charitable Distributions (QCDs), Charitable Trusts, private foundations and gifting artwork.

This week in the Review:
    PCA looks at the Inflation data for September hitting a 40-year high and the earnings season commencing on lowered expectations – which may be a sign of prospectively lower inflation and a bottoming process.
 
 

This week in the Review:
Pallas Capital Advisors provides a Third Quarter Financial Markets Review and notes that the first days of October have started on a positive note.
 

Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss: September was the worst month for financial performance since the onset of Covid in March, 2020 and then the first days of October saw a sharp rebound.  What’s going on? How should portfolios be positioned?