Bloomberg Radio: Brian Gildea, Head of Investments
Head of Investments Brian Gildea discusses trade wars, why private markets investors are well-positioned in the face of increasing volatility, and shares his outlook for the asset class.
Choose Your Own Downturn
At Hamilton Lane, we spend a lot of time listening. It’s how we stay in tune with the mood in the market and a big part of how we ensure we’re offering our clients and investors the service and support they’re looking for in this asset class. Lately, what we’re hearing as the first, second and third question on the minds of LPs is some version of the following: Volatility has to go up and a downturn is inevitable, so how do I best position my private markets portfolio?
Weekly Research Briefing: Who Let the Balloons Out?
Just when you thought all 'meme' stocks were headed to the pennies. Surprise! The July rebound from an oversold June shifted into a higher gear last week when the reddit/meme/unprofitable tech stock crowd came in from the beach with fists full of BUY tickets.
Weekly Research Briefing: Into the Clouds
As bad as June's financial markets were for investors, July was the opposite. With worries over inflation, Fed policy, corporate earnings and a recessionary slide dialed up to the maximum, all it took was a bit of improvement from the worst expectations to move the markets higher.