After an extended period of subdued merger and acquisition (M&A) activity—largely driven by higher interest rates, persistent inflation, and increased regulatory scrutiny—recent signs suggest that deal-making could be poised for a meaningful rebound in 2025.
In a market heavily dominated by the "Magnificent Seven" tech giants, the small and mid-cap sector may hold the key to new opportunities for investors. Tom Maher, Hilton’s Small & Mid Cap Opportunities portfolio manager, highlights the potential of this often-overlooked asset class in a video discus...
In our prior quarterly letter, we expressed concerns regarding the alarmingly narrow market breadth, heavily influenced by a select group of mega-cap technology companies. However, the third quarter has ushered in a notable shift, highlighted by increased market participation across various sectors....
The third quarter of 2024 marked a significant shift from the previous quarter, characterized most notably by a broadening market participation across sectors. Within a span of just three months, the market's narrative shifted dramatically. The focus pivoted from a prevailing trend of disinflation, ...
“It Don’t Come Easy”, released by ex-Beatle Ringo Starr in 1970, was a hit and still gets airtime today. Does the song owe its permanence to Ringo’s musical prowess or the inertia of Beatles magic? We’ll be generous and say it’s a little of both. Regardless, the title aptly describes the stock marke...
The long-standing positive correlation between equity prices and Treasury bond yields has reversed course in recent years. Since 2022, we've observed more frequent intervals of negative correlation, interrupting the positive correlation pattern of the past decade.
In the wake of recent market turbulence, including an abrupt broadening of market leadership, Tom Maher, Hilton’s veteran Small and Mid Cap Opportunities (SMCO) portfolio manager, provides expert analysis on the challenges and opportunities facing investors.
Explore Active ETFs: Learn what differentiates them from other ETFs and why they're becoming increasingly attractive to today's investors.
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