Portfolio Strategy
Research
Portfolio Strategy
Research
Wall Street Whispers
What Our Clients Are Talking About Behind The Scenes
Wall Street Whispers
Tue, May 16, 2023 | 10:23AM ET
Risk Remains in Rangebound Market
The equity markets remain rangebound since 5/22, with varying performance across different indexes — some showing slight gains, others remaining flat or marginally down. However,...
Wall Street Whispers
Wed, April 26, 2023 | 10:22PM ET
Tactical Tools Flip to Unfavorable While Remaining Medium-Term Bearish
As my calendar begins to refill and my activity levels start returning to normal after my couple weeks of dealing with some things, I find...
Wall Street Whispers
Thu, March 30, 2023 | 2:16PM ET
Danger Remains Elevated, Easing Still Unlikely
The ongoing tug-of-war that I have been discussing since the beginning of the year seems to have tilted towards “all is good.” Smooth sailing ahead....
Wall Street Whispers
Thu, March 9, 2023 | 10:56AM ET
The Ongoing Tug of War, Potential Danger Ahead
The first week of March has been filled with the same “tug of war” action that typified the months of January and February, which I...
Wall Street Whispers
Wall Street Whispers provides exclusive insight into the most recent commentary and questions posed by top institutional investors
Our Head of Global Portfolio Strategy, Brian Rauscher, summarizes the interactions and concerns of our institutional clients, whom are some of the most prestigious investors in the world.
Brian provides the key questions of the week that he is being asked by the investing community along with his responses.
Wall Street Whispers is a high-level look at markets through the eyes of the most informed and dynamic investors on the Street. It is your chance to hear what is keeping the pros up at night!