Adam Steffanus, CFA

Adam Steffanus, CFA

- 25 years of investment experience, MBA from University of Chicago - Co-Lead Portfolio Manager – ARI Global Select since 2011 - Former head of US Investment Strategy at Credit Suisse

Posts by Adam Steffanus, CFA

Why Money Market Liquidity Might be a 2025 Story

Why Money Market Liquidity Might be a 2025 Story

JANUARY 2024 Equities benefit when rates fall, and liquidity exits the money market On a calendar year basis, the S&P 500 performed well during years after the end of a Federal Reserve tightening cycle when money market (“MM”) flows were negative by at least 7%. Considering 2023 s …

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Simplify your Allocation

Simplify your Allocation

September 2023 A single global equity portfolio may be all the exposure you need 30 years ago, equities were a complicated asset class, but today, there is a much wider opportunity set of more complex and illiquid alternatives. In that case, simplifying your equity allocation to a sin …

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