The Mar-A-Lago Accord: A Blueprint for Trump 2.0

Credit Volatility Has Arrived…

New Opportunity for Smith Capital Investors

Realizing the Volatility – Investment Grade Corporate Credit Spreads and Interest Rate Volatility

Welcome Mike Mulder

Welcome Mike Mulder We are thrilled to announce the addition of Mike Mulder as our new Deputy Chief Compliance Officer.Mike joins us from Janus Henderson Investors, bringing 18 years of financial industry experience and a wealth of compliance knowledge. He has worked with trading, investments, and operations teams, advising on complex products and projects. “Mike’s […]
Analyzing the Economic Ripple Effects of Federal Layoffs

Welcome Kendall Katskee

We are thrilled to announce the addition of Kendall Katskee as part of our growing Business Excellence team. Kendall will be instrumental in supporting the management of our day-to-day accounting processes, preparing and analyzing financial reports to support our ongoing business decisions, and collaborating with the teams to streamline our financial operations.
The Fed Still Matters… Even for High Yield

With interest rates and the Fed being top of mind for investors over the past 4 years, it’s no surprise that fixed income markets are exhibiting historically high correlations to interest rates. That said, when we take a closer look at High Yield (HY) credit, the magnitude of the correlation, especially within a historical context, […]
The Tariff is Back in Town

President Trump’s inauguration on January 20th came with a flurry of executive orders, targeting a wide range of issues from immigration to energy policy. Despite an extremely active first day in office, there was a notable lack of action around tariff policies that were heavily emphasized on the campaign trail. Global markets were reminded that […]
2024 Reflections

As the year draws to a close, I find great value in pausing to reflect on the past twelve months. Each year, I encourage my team to take a moment to do the same—reflecting on lessons learned, professional milestones, personal growth, sources of inspiration, or a mix of all these. These reflections not only allow us to appreciate our journeys but also serve as an opportunity to better understand one another.