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Tag: geopolitics

Nadeem Kassam on BNN Bloomberg’s The Street

Posted on April 24, 2026 (August 19, 2026) by Nadeem Kassam, CFA®, MBA | Chief Investment Strategist, Chief Operating Officer and Portfolio Manager

Dear Valued Clients, I hope this message finds you well. Last Thursday, April 16, 2026, I had the pleasure of appearing on BNN Bloomberg’s The Street for the full hour as a cohost…

Posted in The Big PictureTagged Alternative Investments, Apollo Global Management, Asset-Backed Lending, BNN Bloomberg, Fixed Income, geopolitics, Infrastructure Lending, Interest Rates, Investment Strategy, Market Uncertainty, Microsoft, Nadeem Kassam, Portfolio Management, Private Credit, Risk Appetite, The Street, United Rentals

Every Storm Runs Out of Rain

Posted on March 31, 2026 (August 19, 2026) by Nadeem Kassam, CFA®, MBA | Chief Investment Strategist, Chief Operating Officer and Portfolio Manager

Heading into 2026, the setup for investors was, by most measures, encouraging. Global real GDP was expected to grow by roughly 3.0%, corporate earnings were rising and broadening across sectors and…

Posted in The Big PictureTagged asset allocation, bear markets, compounding, Financial Planning, geopolitics, investing, investor education, Long-Term Investing, market commentary, market timing, Market Volatility, Portfolio Management, S&P 500, trade war, Wealth Management
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