Commentary Q1 2025
“Elections have consequences.” This axiom has never rung truer on Wall Street than it has in recent months.
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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.
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Q3 2024
Strong equity markets and declining interest rates as a consensus coalesced around the beginning of a Federal Reserve rate-cutting cycle.
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Q2 2024
While too early to declare victory, the historically elusive “soft landing” is becoming the base case for investors.
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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 …
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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 …
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