The Pallas Perspective

Learn what’s in store for 2023 – Torsten Slok, Apollo’s Chief Economist, and Pallas Capital’s investment team discuss inflation, capital markets, and the economy.

While the seeds have been set for a darkest before the

Hear from Pallas Chief Investment Officer Mark Bogar the reasons why we are optimistic about long-term market returns.  Senior Portfolio Manager Steve Kylander and Pallas CEO Rich Mullen also opine on the 2023 outlook for inflation, interest rates, and corporate earnings.

For a deeper dive on these topics, and to get your questions answered, we invite you to join us on Jan 18 at 12 noon. Please register in advance here... pallascapitaladvisors.com

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, in an interview and discussion session with an esteemed member of the Putnam Investments Business Advisory Group, Chris Hennessey. Mr. Hennessey provided many insights across a wide range of timely topics and is also Professor Emeritus of Law at the Babson College School of Executive Education.

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Founding Partner & CFO Charlie Evangelakos to discuss "Feeling Taxed? Select Strategies That Can Make a Difference"

Markets Celebrate a Slowdown in Inflation

This week the release of the Consumer Price Index impacted Financial markets. Pallas Capital Advisors takes a look at the numbers.

This week Pallas Capital Advisors’ Chief Investment Officer Mark Bogar and Director of Planning and Client Experience Shannon Smith hosted investment legend Byron Wien. Byron is one of Wall Street’s most widely read analysts, known for his uncanny ability to forecast economic, social, and political trends and assess the direction of financial markets. In tribute to Byron’s annual list of top ten surprises, we are pleased to share the top ten takeaways from our discussion.

In our Review this Week:

• Market signals a recession for 2023 - what are we watching?

This week in the Review:

Stagflation is here: Does sector positioning matter?

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Eric Lalime, Managing Director, to discuss various ways to understand and navigate the world of charitable giving. Donation topics include: cash, Appreciated Securities, Bunching, Privately held stock, Donor Advised Stocks (DAFs), Qualified Charitable Distributions (QCDs), Charitable Trusts, private foundations and gifting artwork.