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: 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.
Weekly Research Briefing: Slow Now
Segments of the U.S. stock market have been screaming at us for weeks that the U.S. economy is going to slow down.
Weekly Research Briefing: Grab Your Passport
One door shuts and another opens. While the door to the U.S. is closing to investors and exporters, die tür in Germany blew off its hinges last week.
Weekly Research Briefing: Tariff Week
It's go time. Big time tariffs drop on Tuesday hitting Canada and Mexico at 25% and a surprise new tap on China to bring them to 20%.
Weekly Research Briefing: Cracks Forming
As thoughts of stagflation return to the financial markets, it is time to do a gut check and study what you love the most in your portfolio and what you might want to hedge or realize gains in.
Weekly Research Briefing: A Nickel For Your Thoughts?
The tariff threats continue. This weekend they were pointed to steel and aluminum as well as anyone who taxes U.S. imports. Higher prices on steel will hit the energy and construction industries. Tariffs on aluminum will hurt U.S. auto manufacturers and the beverage industry. But great news for aluminum can recyclers and scrap metal junkyards.
Weekly Research Briefing: Uncertain Trade Bridges
Are President Trump's guardrails still in place? Or have the global trade wars begun? Will the tariff threats and resulting economic volatility have a long lasting impact to the financial markets? Will anti-U.S. trade alliances be formed? Will foreign debt buyers show up at the next U.S. Treasury bond auction? Should I cancel my weekends for the next four years?
