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: A Return to Persia
The summer weekend began with a major geopolitical event on Saturday. As of now, we do not know if this event will add or subtract a risk factor to the financial markets. While we are hopeful that the weekend strikes will be a one-time event that will cause an increase in peace for the Middle East, it is up to Iran to decide its next move.
Weekly Research Briefing: Rounding Second
Believe it or not, the back half of 2025 is rapidly approaching. While we choose our line to get the portfolio ready for the last six months, the news stream continues to flood the zone with information both important and meaningless. While the motherboards in the servers with the trading algorithms are near meltdown, as long term investors, we can take a slower and more observatory approach. So what are the markets telling us right now?
Weekly Research Briefing: Summertime
Where we are now is that stocks continue to recover and point to better days ahead. The equity market recovery has provided a new window for tapping the risk markets either via an IPO, secondary or selling debt. And given the reception to the deals, investors want to put money to work.
Weekly Research Briefing: Flip Flops
The inexpensive foot coverings are great for summer strolling and poolside patio navigating, but they are not ideal for path hiking or street running. Equally put, White House tariff flip flopping could be good for some short-term traders, but the lack of certainty is not helpful for long term investors or managers of any sized business.
Weekly Research Briefing: Pool Now Open
While the kids get in the water, U.S. stocks emerged from their 2025 dunking as the S&P 500 moved into positive territory last week. Global stocks bounced 4-5% as the world lowered their recession forecasts and raised their earnings estimates and price targets post a White House retreat on China tariffs.
Weekly Research Briefing: Dolls Rejoice!
While Washington was distracted this weekend by a used Boeing 747, Treasury Secretary Scott Bessent took over the U.S. economic control room and lowered all China tariffs back to a 10% + 20% level.
Weekly Research Briefing: Stressed Chains
Time to find out if the American people really believe in shared sacrifice. It's one thing for your simple Christmas tree to have fewer dolls or toys underneath it this December.
Weekly Research Briefing: May Flowers
Investors are hoping that the stormy April markets will also lead to some blossoming in their May portfolios. US investors in European equities have seen many of their assets bounce back to highs, especially in German stocks and among the European financial companies.
Weekly Research Briefing: Cracks Widening
Not much winning right now. The S&P 500 is -13% YTD, US small-caps -18%, and the Magnificent Seven -25%. Even long US Treasury bonds are negative YTD while the US dollar index is -9%. International stocks and Gold is where the green is this year. It didn't have to be this way.
Weekly Research Briefing: Playing Checkers
The rules of the current game are a bit different from the one that your grandmother taught you. In this global trade game of checkers, one of your men will be removed from the board for each of the following violations
Weekly Research Briefing: Madagascar
When I saw Madagascar was placed on the White House tariff list with a 47% tax rate, I thought it was a mistake. Little did I know, the whole tariff list creation was seemingly a joke, but one which is still being implemented this week.
Weekly Research Briefing: Ugly Quarter
The auto tariffs are locked and loaded this week. A 25% rate on $400 billion in annual U.S. sales of cars and parts not made in the U.S. This will raise $100 billion in tax revenue which will be paid for by U.S. consumers and the manufacturers.
Weekly Research Briefing: Which Way Now?
If you are driving while on spring break this week and reach a "T" in the road, you have to make a decision. No idling at the intersection.
