FEATURED ARTICLE
Hilton's Alex Oxenham reviews DIVYS' robust Q1 2024 performance amid sustained macroeconomic optimism and discusses the firm's outlook for the future.
Hilton reviews 2024’s strong start, Q1 Tactical Income portfolio performance, and what may lie ahead.
Hilton discusses the link between immigration and the labor market, its effects on inflation, and what it means for longer-term economic growth.
Hilton discusses the surge in 4Q23 earnings, prevailing market optimism, and the potential for increasing uncertainty ahead.
Hilton’s Alex Oxenham reviews 2023’s financial markets with insights on the Dividend & Yield strategy performance and future outlook.
2023 closed with a strong finish, but will 2024 bring more of the same? A review of SMCO's 2023 performance and a look ahead at potential challenges ...
Hilton reflects on a tumultuous 2023: the U.S. economy, Fed policy, financial markets, and Tactical Income Portfolio performance.
Hilton breaks down financial conditions (FCIs)一what they are, how they’re measured, and their significance to the economy and markets.
In the wake of shifting economic conditions, Hilton Co-Chief Investment Officer Alex Oxenham discusses the revitalized potential of the 40/60 ...
Rising interest rates and risk aversion: How the challenges of Q3 2023 impacted Hilton’s Dividend & Yield Strategy and insights on what lies ...
Portfolio Manager Tom Maher shares his insights on a rocky Q3 23 and what it means for the Small & Mid Cap Opportunities strategy going forward.
Hilton reviews a nerve-wracking Q3 2023 with insights on rising interest rates, continued economic uncertainty, and Tactical Income Strategy ...
Hilton discusses what could be behind positive earnings estimates, their market effects, and how active management can help navigate related ...
In this blog, we explore the differences between "hard" and "soft" landings, the conditions that create such scenarios, and what current data may be ...
DIVYS Portfolio Manager Alex Oxenham shares his insights on a better-than-expected Q2 2023, portfolio performance, and positioning heading into Q3.
SMCO Portfolio Manager Tom Maher weighs in on buoyant一and narrow一2Q market returns, small and mid-cap trends, SMCO performance for the quarter, and ...
In its Q2 2023 review, Hilton discusses why we're not in a typical economic cycle, the Q2 rally, TI portfolio performance, and what could lie ahead.
While leading indicators are down, the labor market remains resilient. What does this mean for inflation, Fed action, and Hilton’s positioning going ...
DIVYS Portfolio Manager Alex Oxenham reports on a challenging Q1 2023 for markets and the portfolio's performance over the period.
The experts at Hilton recap a volatile first quarter 2023, portfolio positioning, and their outlook for the coming quarters.
Small and Mid Cap Opportunities Portfolio Manager Tom Maher reports on Q1 2023’s erratic markets, SMCO portfolio results, and even Led Zeppelin.
Tightening financial conditions are complicating an already uneasy market environment. Hilton assesses current market conditions.
Despite concerning economic conditions, high yield credit spreads remain tight一and relatively stable. If growth continues to slow, this could change.
Portfolio Manager Tom Maher summarizes the Small & Mid Cap Opportunities Strategy's performance over the fourth quarter, the firm's longer-term ...
Yield-to-maturity, current yield, or SEC yield? Hilton outlines the differences between yields一and which to use when making investment comparisons.
The Federal Reserve's campaign to rein in inflation has boosted bond rates to levels not seen in decades, providing investors with potentially ...
Portfolio Manager Tom Maher summarizes the Small & Mid Cap Opportunities Strategy's performance over an up-and-down third quarter, the firm's ...
U.S. equity markets continue to struggle due to several macroeconomic factors, including an unusually strong dollar, which tends to move inversely to ...
Headline inflation一commonly known as the CPI一includes more volatile food and energy price data, whereas the core inflation index excludes it. Recent ...
After a bruising first half of 2022 marked by bear markets and soaring inflation, markets appear optimistic again. Valuations are increasing, but ...
Recent sell offs have moved the markets into bear market territory, but are we at the bottom yet? Fed tightening has had an impact, and there may be ...
Achieving positive compound returns across a full economic cycle requires understanding its phases, anticipating future phase changes, and actively ...
After a year of strong global expansion, signs of slower economic growth are emerging. Ongoing inflation and a hawkish Fed have broadly moderated ...
In this webinar recording the Hilton Investment Team provides a Q1 2022 update, including discussion on current economic conditions, market activity ...
Portfolio Manager Tom Maher summarizes the Hilton Small and Mid Cap Opportunities Strategy's performance over the first quarter of 2022 and the ...
Hilton Capital Management welcomes industry veteran Hugh Ansty to lead national sales efforts for the firm.
Hilton Capital Management’s Dividend & Income Strategy is awarded SMArtX Advisory Solutions’ Global/International Strategy of the Year.
Securities markets are experiencing significantly elevated levels of volatility, brought on by a unique set of factors, including economic, ...
Hilton Capital Management portfolio manager Tom Maher is recognized for his successful three-year track record with the Small & Mid Cap ...
