Private Wealth

Hamilton Lane Q2 Private Wealth Webinar: Beyond Tariffs

June 26, 2025 | 22 Min Watch
Mario Giannini
Executive Co-Chairman
Read Bio
Jackie Rantanen
Managing Director, Evergreen Portfolio Management
Read Bio
  • SHARE

Hamilton Lane experts analyze private wealth investing amidst evolving macro conditions, exploring current market dynamics and investment implications.

Recent Content

Insights

Weekly Research Briefing: The Most Valuable Player

Aside from baseball and the soaring Nikkei, there has been a lot of news in the markets. Mega cap earnings gave us a lot of data to look at for our AI cloud spending models. The other company quarterly reports provided pieces for our 'K-shaped' economic puzzle. The Fed cut rates by 25 basis points but pulled back from saying that there was more in store for December which caused a pullback in the Treasury market.

View the Education
Insights

Weekly Research Briefing: Tricks or Treats

This is a monster week for the financial markets. Mega earnings, the FOMC meeting and a possible China trade deal. As I type, the S&P 500 is making all-time new highs along with almost 2/3'rds of the worlds equity markets. That is one big slice of pie. Seasonally speaking, right now is the best time to own the S&P 500 for the next 3 months so the market has a big wind at its back.

View the Education
Insights

Weekly Research Briefing: Markets Reflected In Nature

The above vineyard that I visited this weekend looked a lot like my 2025 market watch page. Mostly green with only a speck of red. The only YTD crimson on my screen right now is crude oil, the US dollar, tariff impacted consumer/industrial companies and HHS affected healthcare stocks. Multiple shades of green everywhere else.

View the Education