Sergei Klebnikov

After activist investor Quentin Koffey’s Politan Capital Management won a proxy battle at med tech company Masimo, the company’s new leadership is suing founder and ex-CEO Joe Kiani as well as shareholder RTW investments.

Trump’s second term may unleash a new wave of acquisitions, and mid-cap stocks could be in the crosshairs of acquirers.

SpaceX President Gwynne Shotwell echoed CEO Elon Musk’s past criticisms of government regulation, calling for faster launch approvals as the company ramps up test flights for its Starship rocket.

Anticipating long term interest rates will rise due to inflationary trends like potential tariffs, John Acker and his team are reducing exposure to equities and adding fixed income to client portfolios.

Scott Stackman and Lyle Casriel’s team at UBS focus on building durable portfolios supplemented by alternatives like private equity, which they think will benefit from improved deal flow as interest rates come down.

Michael Cowan and Russell Mahan like to keep things simple by almost exclusively focusing on income and cash flow when managing client portfolios.

Having worked together for roughly two decades, Shawn Fowler and Max Bull investment strategy involves creating ‘durable’ clients with a steady income underpinning.

While some advisory teams operate to scale, the Oberlander Timmerwilke Group takes a highly customized approach to client portfolios—with a special emphasis on income generating strategies.

Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a proverbial “Wall of Worry,” Election 2024 is putting their steady-handed stewardship to the test.

Lower rates are coming, says the well known permabull, but 2024’s stock surge will be muted in 2025.