New tariffs on Canada, Mexico, and China are fueling market volatility, with potential impacts including a 0.5%-0.6% drop in GDP, rising inflation, and added pressure on U.S. equity valuations. Meanwhile, European equities are benefiting from attractive valuations and expectations of further rate cuts. Learn more in our March Market Update. https://hubs.li/Q039kHq50
NorthCoast Asset Management
投资管理
Greenwich，CT 2,932 位关注者
Providing comprehensive wealth management services, including portfolio design, and holistic financial planning.
关于我们
Providing long-term investment solutions for individuals, financial advisors and institutions. Helping clients reach their investment goals by maintaining, refining and enhancing a competitive edge through continuous and comprehensive research. A division of Kovitz Investment Group Partners, LLC. Important disclosures here https://northcoastam.com/terms
- 网站
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https://www.northcoastam.com
NorthCoast Asset Management的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Greenwich，CT
- 类型
- 上市公司
- 创立
- 1988
- 领域
- Tactical Investing、Active Management、Downside Protection、Systematic Investing、Asset Allocation、Systematic ETF、Concentrated Stock、Core Fixed Income、Tactical Growth 、CAN SLIM、Diversified Growth、Asset Management、Cash Scaling Strategy、Investing、Institutional Investors、 Sierpinski Tactical Growth和Tax Managed
地点
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主要
获取路线
US，CT，Greenwich，06831
NorthCoast Asset Management员工
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Patrick Jamin, CFA, FRM
CEO, President & Chief Investment Officer at NorthCoast Asset Management
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Jason Krugly
Portfolio Manager/Quantitative Equity Researcher
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Frank Ingarra
Senior Vice President, Business & Operations Risk
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Jennifer Buck
Senior Vice President, Head of Marketing at NorthCoast Asset Management
动态
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Congratulations to Stephanie O'Donnell of NorthCoast for being ranked #13 on the 2025 Forbes Shook? Research Best-In-State Top Women Wealth Advisors list for Connecticut! This prestigious recognition highlights her exceptional accomplishments in the wealth management industry. #ForbesShookResearch #TopWomenWealthAdvisors #Forbes #WealthAdvisor https://hubs.li/Q037_0_V0
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Following President Trump’s second-term inauguration, the equity markets initially rallied due to his perceived less aggressive stance on tariffs. However, policy uncertainty persists, with new tariffs and stricter immigration policies posing risks to inflation and growth. The Federal Reserve has adopted a "wait-and-see" approach while monitoring economic data and the impact of new policies. As the administration's agenda unfolds, tariff and regulatory developments will continue to shape the market. Check out this month's Market Update for key insights. https://hubs.li/Q035pTG30
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Julia Zhu, CFA, FRM, highlights how higher yields and shifting rate expectations create attractive opportunities in fixed income. Resilient corporate credit, high-yield options, and active management can add value in today’s dynamic market. Explore more insights in our latest Fixed Income update. https://hubs.li/Q034C_rP0
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President & CIO Patrick Jamin, CFA, FRM, compares the markets in 2024 to the Tour de France—momentum shifts, unexpected turns, and the need for endurance. With potential Fed rate cuts and shifting sectors, staying disciplined and adaptable will be key. Explore more in our Quarterly Outlook. https://hubs.li/Q0349srW0
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Honoring the Legacy of Dr. Martin Luther King Jr. #MartinLutherKingJr #MLKDay
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The Federal Reserve adopted a cautious stance, lowering rates while signaling a slower pace of cuts and higher inflation expectations. At the same time, China introduced fiscal and monetary measures to boost spending and stabilize its housing market. As central banks and policymakers navigate these challenges, staying informed is key. Dive into this month’s Market Update for key insights. https://hubs.ly/Q031m_4H0
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Cheers to 2025! We're welcoming the New Year with joy and gratitude. Happy New Year from all of us at NorthCoast! #HappyNewYear #TeamNorthCoast
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Happy Hanukkah from all of us at #TeamNorthCoast! #HappyHanukkah #TeamNorthCoast
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