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2023 Third Quarter Review & Commentary

FineMark

As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500. This year was no different.

S&P 52
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Fixed Income Research: The Overlooked Younger Brother of Equity Research?

Mergers and Inquisitions

And the credit rating agencies (S&P, Fitch, Moody’s, and Morningstar DBRS in distant 4 th place) specialize in fixed income research. The legal side is quite important because you must read the debt agreements to understand each issuance’s covenants and other terms. power & utilities , FIG , or industrials ).