The incredible, long and delightful equity and debt bull markets are toast. No one knows dispositively or can prescriptively foretell the exact financial impact of COVID-19. Nevertheless, as stewards of investment capital, we cannot be like the quivering white rabbit sitting frozen while looking into the eyes of this scary snake. Portfolios as well as investors demand that capital be deployed productively and safely
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The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Cybersecurity
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Hedge Connection’s CEO Lisa Vioni sits down with Joe McAlinden, Founder, Chairman & CIO of McAlinden Research Partners. Filmed as part of the In the Den video series
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In the recent months, a growing number of new credit funds have started fundraising as investor appetite for distressed debt, CLOs and other niche special situations is on the rise
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The purpose of this article is to examine Analyst Consensus accuracy prior to a peak in the markets like we are currently experiencing. We will show how analysts consistently over estimate the number of stocks that are undervalued during times of significant market volatility giving a premature buying signal to investors
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