Alternative Quarterly Commentary – Q2, 2023
During the second quarter of 2023, the MacNicol Investment Team observed a number of key developments in the world of alternative assets though we highlight only the most salient ones to you
During the second quarter of 2023, the MacNicol Investment Team observed a number of key developments in the world of alternative assets though we highlight only the most salient ones to you
Bank of Japan officials meeting this week will probably consider a sharp increase to their inflation forecast for this fiscal year
Glencore Plc said it expects annual profit of $3.5 billion to $4 billion from its commodity trading business, reiterating that the unit remains on track to beat its long-term target for a fourth straight year
This weeks issue: ESG funds, Tesla, Elon Musk, Electric vehicle ESG scores, S&P Global Intelligence, Phillip Morris, Recession, Calgary Stampede attendance, Consumer spending,
US mortgage rates fell back below 7% last week, largely erasing the prior week’s surge. The contract rate on a 30-year fixed mortgage fell 20 basis
US bank regulators are set to release their plans next week for a sweeping overhaul of capital rules
China’s disappointing economic growth figures prompted several economists to downgrade their forecasts for the year,
Wells Fargo & Co. earned more net interest income than analysts expected in the second quarter
Market consolidation, Nvidia, market multiples, Valuations, Interest rates, Central Banks, Mortgage rates
This weeks issue: Credit cards, Credit conditions, Credit card stocks, Visa stock, Mastercard stock, Visa IPO, Nancy and Paul Pelosi buy Visa, Insider trading in Washington, Market consolidation, Earnings versus weighting on the S&P 500, Magnificent seven stocks, Mega cap tech stocks, CEO pay, Highest paid CEOs, Peloton CEO, Nasdaq 100 rotation, Nasdaq 100 re balance, Berkshire Hathaway, Oil stocks, Natural gas stocks, Occidental Petroleum stock, Dominion energy, Russian energy, Russia and EU trade, Oil price pullbacks, Inflation, CPI, Core inflation, Energy prices, Bank of Canada.