Blaine Rollins, CFA
Blaine is Managing Director, responsible for market insight and strategy. He is the author of the hugely popular Weekly Research Briefing, which has a weekly circulation of over 80,000.
Prior to joining Hamilton Lane, Blaine was Chief Market Strategist of 361 Capital where his responsibilities included investment research, portfolio construction and management, and hedging and trading strategies. Blaine was also a member of 361 Capital’s Board of Managers. Previously, Blaine served as Executive Vice President at Janus Capital Group (now Janus Henderson) and Portfolio Manager of the Janus Fund, Janus Balanced Fund, Janus Equity Income Fund and the Janus Triton Fund. He began his career as a financial analyst at AMG in 1989 and has three decades of financial services industry experience.
Blaine earned a B.S. in Finance from the University of Colorado and has earned the designation of Chartered Financial Analyst (CFA).
Featured Content
Weekly Research Briefing: April Showers
Will this month's rain bring May flowers? We will find out over the next two weeks as 2/3'rds of the S&P 500 will be reporting their earnings and outlooks. Without any relief from interest rates, inflation and the global political situation, it is going to take a stellar set of numbers from the market leading companies to return the indexes to their March highs.
Weekly Research Briefing: More to Look Through
Continued economic strength combined with last week's 'hot' CPI figures have sent Treasury yields 30-40 basis points higher over the last two weeks. Equity markets are fine with small doses of rising yields tied to economic upside, but more than that and stock prices begin to get a fear of heights.
Weekly Research Briefing: The Acceleration Hits
While many await a slowdown, the U.S. economy laughs and shifts into a higher gear. Last week's surge came as a result of Friday's monthly jobs data which showed accelerating job production and tepid wage growth.
Weekly Research Briefing: Spring Has Sprung
Joining the crocus in reaching for the sky last week were the equity markets which moved to new highs for the quarter end. Back-to-back double-digit percentage gains for the S&P 500 is not a frequent event and last happened in March of 2012.
Weekly Research Briefing: Free Chicks
We are so back that you can hear Mark Knopfler and Sting singing in the background... "Get your money for nothing. And your chicks for free."
Weekly Research Briefing: Between Phases
The financial markets are also enjoying a multi-phase period of time where investors' appetite for assets is large, and companies are increasingly open to fixing balance sheets and transacting operational assets.
Weekly Research Briefing: Zooming Out of Frame
The markets are off and running now. Big and small. U.S. and International. Low risk, but now shifting toward higher risk. 20-day new highs are breaking out across the market.
Weekly Research Briefing: Nothing But Net
If you need any further proof that the stock market is now focused on earnings, NVIDIA just gave it to you. Not only were the company's results incredible, but the full earnings digestion gave investors a further look into just how big the AI data market could become.
Weekly Research Briefing: Finding Liquidity
Today's financial markets are also operating in a world that is less and less frozen every day. As you look at the news across the tape, in any newspaper or on any financial news network, you will see a system getting more liquid every day.
Weekly Research Briefing: Hungry Fish
The S&P 500 moves through 5,000, the NASDAQ hits 16,000, and the Dow Jones Industrials is eyeing 40,000. Those are some landmark levels advertising that investors are hungry and want to be fed. What were the catalysts last week?
Weekly Research Briefing: Best of Both Worlds
Last week was a big one for data (economic and earnings) as well as an update from the Fed. The full week of strong earnings and economic reports would have given the market enough to scratch its head about a March Fed rate cut.
