Sandip Bhagat Breaks Down the Resilience and Sustainability of the U.S. Economy on Nasdaq TradeTalks
Whittier Trust’s Chief Investment Officer joined Nasdaq experts and the Head of Macroeconomic Research & Market Strategy at Guggenheim in an in-depth conversation on earnings growth tailwinds, the implications of a bifurcated economy, and whether or not we’re in an AI bubble. Although the first half of 2025 was rattled by trade fears, uneven consumer […]
Market Insights – Third Quarter 2025
The Calm After The Storm The first half of 2025 delivered all the thrills and scares of a turbocharged roller coaster. The twists and turns were sudden and startling; the ups and downs were vicious and violent. The ride left investors shaken from a potentially calamitous experience where mistakes would have been easy to make […]
Separating Signal from Noise
Staying focused on what drives long-term returns. Filtering the Noise Markets are in a constant state of change—it’s a natural characteristic of a dynamic, evolving economy. With that change often comes a steady stream of headlines, opinions, and predictions. From shifting policies to economic speculation, the volume of commentary can feel overwhelming. But amid the […]
The Price and Value of Assets
In investing, “value” is a word that’s used often but rarely understood in depth. It is not just a price tag, an item on a balance sheet, or a line on a chart. Rather, value is a complex blend of trust, expectation, and the interplay between certainty and speculation. The recent surge in gold prices to […]
Overview of Investments in Nevada
Dean Byrne Featured in Nevada Business Magazine: Investing is a balancing act between risk and reward in the best of times, but today’s uncertain economic climate and fluctuating markets present an unprecedented challenge for investors. While some people choose to stay with traditional options like money market funds and government bonds, others are taking on […]
Market Insights – Second Quarter 2025
A Growth Scare … And Likely No Worse The momentum from two years of remarkable economic resilience and strong market returns came to an abrupt halt in April 2025. The catalyst for market turmoil this time around was an unexpected turn in the administration’s global trade policy. April 2, 2025 was touted as Liberation Day […]
Partners In Portfolio Strategy
Three key questions to strengthen your investment strategy. At its core, investing is straightforward: Buy low, sell high. But additional factors such as taxes, along with your risk tolerance and asset mix, can significantly impact your returns. Three key questions can help ensure your investment strategy is positioned to maximize your long-term after-tax returns and […]
Whittier Trust CIO, Sandip Bhagat, Featured on NASDAQ TradeTalks Panel
Sandip engaged in a healthy debate with top industry professionals and economists about the recent turmoil in the markets as a growth scare threatens to devolve into a recession or stagflation. Risk assets have sold off in the midst of high policy uncertainty and fiscal austerity from government job cuts. In the span of just […]
The Advantages of Individual Securities Over Mutual Funds
Individual securities offer powerful advantages for ultra-high-net-worth investors. If you’ve been investing for a while, at some point you were probably told that mutual funds were not only an easy answer, but also a wise one, promising a strong return with minimal effort and monitoring. This advice is not wrong, but it doesn’t apply to everyone. After […]
Managing Risk: Consistency Over Uncertainty
A calculated approach to risk management allows investment objectives to be met regardless of the conditions. Managing risk is one of the most important portfolio management objectives. Risk is simply the possibility that an outcome will differ from what is expected or hoped for. “Investment risk is like the wind on top of a mountain,” says Caleb Silsby, […]