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Redmount Middle Market Partners

Redmount Middle Market Partners

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Category: Asset management

Charting the Course: Unemployment continues to fall, which should drive up wages

June 6, 2018 Redmount

While the economy maintains a slow-but-steady pace of growth, the labor market has continued to tighten. This reflects two key…

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Posted in: Asset management, Charting the Course, Economy: Business Cycle, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting the Course: The Fed, U.S. Economy and Interest Rates

May 29, 2018 Redmount

Rates moved steadily higher as financial markets gyrated in April. Yields on 10-year U.S. Treasury’s broke through the magical 3.0%…

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Posted in: Asset Class: Fixed Income, Asset management, Charting the Course, Economy: Interest Rates, Economy: World, Insights & Intelligence, Strategy: Cost of Capital, Wealth Management

Aerospace & Defense Insights: 2018 YTD Leading M&A Transactions

May 24, 2018 Redmount

There were 98 A&D deals announced in Q1 2018, a decrease from Q4 2017 Transaction volume increased by 8.9% YOY…

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Posted in: Asset Class: Alternative investments, Asset Class: Private equity, Asset management, Economy: Markets, Insights & Intelligence, Sectors: Aerospace & Defense, Updates

Charting the Course: The liquidity, depth and breadth of China’s listed companies grows

May 23, 2018 Redmount

The liquidity, depth and breadth of China’s listed companies is now second only to the U.S. Number of listed Chinese…

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Posted in: Asset management, Charting the Course, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting the Course: Energy market is now under-supplied

April 25, 2018 Redmount

Energy sector out-performance lies ahead Having ended 2017 as one of the worst performing global sectors, sustained out-performance lies ahead…

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Posted in: Asset Class: Alternative investments, Asset management, Charting the Course, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting the Course: Overvalued or Not Overvalued?

March 19, 2018 Redmount

After a solid bull market, a key concern of many investors is – are the markets overvalued? Lets look at…

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Posted in: Asset management, Charting the Course, Economy: Markets, Insights & Intelligence, Wealth Management

Charting the Course: Use of Corporate Profits – CapEx vs. Payouts

February 23, 2018 Redmount

During this recovery and BUSINESS cycle corporations prefer payouts vs Capex One hallmark of current recovery and business cycle has…

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Posted in: Asset management, Charting the Course, Economy: Business Cycle, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting the Course: Small Business Optimism Index Close to Highest Recorded Level

January 15, 2018 Redmount

Small Business Optimism Index is near to the highest recorded level of 1981. The Index indicates strong economic prospects It…

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Posted in: Asset management, Charting the Course, Economy: Business Cycle, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting the Course: U.S. Fed and EU Central Bank On 2018 Course to Reduce Money Supply

Redmount

U.S. Federal Reserve  and EU Central Bank are planning to reduce money supply during 2018. U.S. Fed plans to continue…

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Posted in: Asset Class: Fixed Income, Asset management, Charting the Course, Economy: Business Cycle, Economy: Markets, Economy: World, Insights & Intelligence, Wealth Management

Charting the Course: What to Expect of Global Fixed Income Markets

January 11, 2018 Redmount

With most central banks tightening money supply and increasing rates what to expect of global fixed income markets Across developed…

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Posted in: Asset Class: Fixed Income, Asset management, Charting the Course, Economy: Markets, Insights & Intelligence, Wealth Management

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