News & Insights from Riccardo Persona, CFA

The Relentless Rise of Passive Investing
Private Clients

The relentless rise of passive investing

Several prominent markets commentators, including financial journalist John Authers and hedge fund manager David Einhorn ...
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Whitman Insights 2024 Nuclear
Private Clients

Can nuclear help with the energy transition?

The nuclear age might not be behind us after all The 2024 Academy Awards ceremony ...
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Whitman Market Outlook 2024
Private Clients

Outlook 2024

We are nearing the end of the calendar year and as is customary an avalanche ...
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Biotechnology: a growth opportunity in a value disguise
Private Clients

Biotechnology: a growth opportunity in a value disguise

Growth and value investing The investment industry has its own peculiar language, definitions of, and ...
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The green ceiling: debt, the dollar, and portfolios
Private Clients

The green ceiling: debt, the dollar, and portfolios

US political turmoil and debt On occasion a relatively obscure administrative matter can become dangerously ...
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For what it is worth: Whitman Q1 Review & Outlook
Private Clients

Whitman Q1 2023 Review and Outlook

Not a systematic banking crisis The first three months of 2023 are now behind us ...
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Silicon Valley Bank: An accident waiting to happen?
Private Clients

Silicon Valley Bank: An accident waiting to happen?

The problem with the banking as a business Ordinarily significant events in financial markets take ...
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for what it is worth, 2023 market outlook
Private Clients

2023 Outlook

Inflation likely to ease in the United States The principal preoccupation of the investment community ...
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The False Promise of Cash
Private Clients

The false promise of cash

Until quite recently putting your savings into a bank account was effectively the same thing ...
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