• Commentary Q1 2025

    “Elections have consequences.” This axiom has never rung truer on Wall Street than it has in recent months.
  • Commentary Q4 2024

    The most consequential event of the fourth quarter was, undoubtedly, the U.S. presidential election, which saw a return to the White House for Donald Trump.
  • Q3 2024

    Strong equity markets and declining interest rates as a consensus coalesced around the beginning of a Federal Reserve rate-cutting cycle.
  • Q2 2024

    While too early to declare victory, the historically elusive “soft landing” is becoming the base case for investors.
  • The Nuances of Insurance Investing

    Everyone uses insurance, but few people realize how attractive these companies can be from an investment standpoint. The team at Prospector Partners has a collective …
  • Q1 2024

    The first quarter of 2024 was marked by a continued pushing out of expectations for when, and by how much, the Federal Reserve would cut …