Our Thoughts
We produce regular and timely commentary on the markets and economy.
3Q21 Newsletter: A late-quarter stumble, but the recovery continues
Global growth optimism weakened in late-3Q sending equity markets lower and Treasury yields higher. That said we continue to see opportunity for growth in the global economy in the intermediate term as supply chain bottlenecks and labor market imbalances reset and adjust for persistently higher consumer demand. Inflationary pressure and fiscal uncertainty remain the biggest […]
Private Credit Opportunities within a Holistic Alternatives Portfolio
Private market investments, a key component of an alternatives portfolio, can provide opportunities to generate non-correlated returns within portfolios and enhance overall portfolio risk/return, while still providing for meaningful upside. At Defiant Capital Group we believe alternative asset portfolios should be built holistically like any other asset class (e.g. equities), with one of the key […]
One Mic Stand: Defiant Capital Details 5 Things to Keep in Mind When Raising Capital
On the recent Pittsburgh Technology Council podcast Defiant Capital Group Founder and CIO Jonathan Dane sits down with Jonathan Kerstin to discuss five things every entrepreneur should keep in mind when raising external capital. Read the full and listen to the podcast at the link below. One Mic Stand: Defiant Capital Details 5 Things to […]
Defiant Capital Group Announces Venture Syndicate to Invest in Disruptive Technologies
Syndicate is stage agnostic and will invest across industries and geographies PITTSBURGH – Defiant Capital Group, a boutique investment firm providing highly bespoke investment advisory services to family offices, institutions and families of substantial means, today announced the launch of Defiant Capital Group Ventures, a syndicate to invest in early and growth-stage rounds for private […]
The housing market is hot, but a bubble isn’t likely
The housing market is on fire as home prices continue to rise, even as lumber costs come down. A quick look at the data behind this housing market suggests a strong consumer behind the demand, which leads us to believe a meaningful price correction in housing is unlikely. QUICK TAKE During the last housing bubble […]
Defiant Capital Group Founder & CIO Jonathan Dane featured on “Bridge to the Burgh” podcast
Defiant Capital Group Founder and Chief Investment Officer Jonathan Dane was recently interviewed by Brad Jones, CFA on the Bridge to the Burgh podcast. On it he discussed markets, Pittsburgh, starting Defiant Capital Group during a pandemic, and gave some advice for aspiring CFA Charter candidates. Listen to the full episode below, or on the […]
