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 […]
Market Insight
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 […]
2Q21 Newsletter: Reopening momentum outweighs inflation as equity markets make new highs
Equity markets reached new all-time highs in 2Q as the global economy continued to reopen. With widespread global vaccine rollouts investors are now looking past COVID and its impact on markets. To that extent the key concerns now are easing policy support and lingering inflation. To date inflationary concerns have largely been ignored by investors […]
2021 Midyear Outlook: Full steam ahead
Halfway through 20 economic growth is surging as people return to work, COVID cases plummet, and robust consumer demand across goods and services spurs growth. But with growth come concerns […]
Defiant Capital Group CIO Jonathan Dane Talks Alternatives on TD Ameritrade Network
Defiant Capital Group Founder and Chief Investment Officer Jonathan Dane recently discussed alternative investments with Nicole Petallides on TD Ameritrade Network. In the interview, Jonathan discusses ways to diversify portfolios, as well as potential benefits that alternative investments may have. Follow the links below to watch the interview. Ways To Diversify Your Portfolio: Alternative Investments
