Insights

The third quarter of 2024 marked a significant shift from the previous quarter, characterized most notably by a broadening market participation across sectors. Within a span of just three months, the market's narrative shifted dramatically. The focus pivoted from a prevailing trend of disinflation, ...

“It Don’t Come Easy”, released by ex-Beatle Ringo Starr in 1970, was a hit and still gets airtime today. Does the song owe its permanence to Ringo’s musical prowess or the inertia of Beatles magic? We’ll be generous and say it’s a little of both. Regardless, the title aptly describes the stock marke...

The long-standing positive correlation between equity prices and Treasury bond yields has reversed course in recent years. Since 2022, we've observed more frequent intervals of negative correlation, interrupting the positive correlation pattern of the past decade.

In the wake of recent market turbulence, including an abrupt broadening of market leadership, Tom Maher, Hilton’s veteran Small and Mid Cap Opportunities (SMCO) portfolio manager, provides expert analysis on the challenges and opportunities facing investors.

As an investment team, we constantly seek to garner a holistic view of the investment landscape. We meticulously analyze various types of data, including macroeconomic indicators, fixed income, equity, and other markets. For the management of SMCO, an equity-only product, we take particular note of ...

The second quarter of 2024 presented numerous economic cross currents, leading to mixed outcomes across different sectors, companies, and the broader market. The ongoing trend of disinflation, coupled with above-trend growth and optimistic earnings expectations, buoyed certain asset classes and sect...