PID 1616


Market Commentary

Market Commentary: June 2020 – First Quarter Earnings Calls Highlight Digitization

Market Commentary: June 2020 First Quarter Earnings Calls Highlight Digitization By Peter Nielsen, CFA Every major event leaves a lingering after-taste. Consider how investment banking changed after the Tech bubble, or …

Market Commentary: April 2020 – Uncertainty’s Negative Impact

Market Commentary: April 2020 Uncertainty’s Negative Impact By Peter Nielsen, CFA After several weeks of bad news, we’re finally getting some good news. While it’s still early, recent data suggests …

Market Commentary: March 2020 – Coronavirus Economics

Market Commentary: March 2020 Coronavirus Economics By Peter Nielsen, CFA Academics say that stock markets are a “discounting mechanism.” That is, investors discount, or assess all available information when pricing …

Market Commentary: January 2020

Understanding 2019’s Leftovers to Plan for 2020 By: Peter Nielsen, MBA, CFA® We often find that financial writers gain a following by identifying as bullish or bearish. Either the prognosticator …

Market Commentary: Where are all the workers coming from?

Market Commentary: December 2019 Where are All the Workers Coming From? By: Peter Nielsen, MBA, CFA® It’s always nice to hear good news going into the Christmas season. It gives us …

Market Commentary: The Attraction of Factor Investing

Market Commentary: September, 2019 The Attraction of Factor Investing By: Peter Nielsen, MBA, CFA®   Invention and innovation continue to change the world around us. However, it’s often forgotten that …

Managing Risk In the 21st Century – A Radio Interview from the South Carolina Business Review

Portfolio Manager, Peter Nielsen, discussed Risk Management on the May 21st broadcast of Public Radio’s, South Carolina Business Review. To hear his conversation, click the below.  

Market Commentary: Tarrifs may not be so tarrif-ic

Market Commentary: June, 2019 Tarrifs may not be so tarrif-ic By: Peter Nielsen, MBA, CFA®   The United States and China have a far longer trade history than many realize. …

Market Commentary: The Frequency of Rare Events

April Market Commentary The Frequency of Rare Events Peter Nielsen, MBA, CFA® In August 2017 Greenville found itself directly in the path of a solar eclipse. It effectively made the …

Market Commentary: A look back on the week of October 8 to October 13, 2018

Market Commentary: A look back on the week of October 8 to October 13, 2018   Key takeaways: Markets were down last week as investors favored lower risk sectors like …