投资时避开政治噪音:拉里·亚当、雷蒙德·詹姆斯的最新市场动态

在最近的市场最新会议上,我们听取了取消的雷蒙德·詹姆斯首席投资官员里·亚当以及桃树集合的总裁格雷格·弗里德曼和桃树集合首席执行官格雷格·弗里德曼和桃树集成的股票资本市场副总裁丹尼尔·萨维奇的见解。讨论会中最引人目的地时刻之人是一篇有趣的投资要点,它强调了持续的投资比试图,根据政治周末的期望,它强行调出了持续的投资比试图。

几十年来的投资见解

考虑一下:如果你从1970年开始在股票市场上投资了1美元,而且只是在共和国总统任期内继续投资,那么到目前为止,你的投资将增加到大约13.3美元。相反,如果你只是在总统任期内继续投资,你的投资组合将升至70万美元左右。

现在,这是数字变量更引人注目的地。如果你一直全力投资市场,不管哪个政权,那最初的1万美金都将升值到令人难以置信的印象深刻的水水平 160 美元!

教:坚定不移地坚持到底

事实证明,根据政治派别来安排市场时机,不如看见一致的投资策划略有效。正文如拉里·亚当指出的那样, 进入 marketbi 尝试寻找更重要的市场。我知道这是个关键的教练...”

poleticvarize 带来自的波动性可能,使投资者回来或做出仓促进。但是,历史表明,在所有市场条文中,某些人下方保守耐心并进行投资的人往年会获得最大的回报。

关键是要进入市场,而不是试图胜智市场。
幻灯片由雷蒙德·詹姆斯提供

关于拉里·亚当

拉里·亚当于2018年加入雷蒙德·詹姆斯担保任首席投资官。亚当先锋在金融市场拥有三十多年的经验,作为顾问,客户带动了有关市场和经济的丰富知识和宝贵见解。作为首席信息官,亚当先士利润公司战略略家的见解和观点,发展公司的首席信息官员,即聚力与全面的观点。亚当先锋在众多客户活动中发表演讲,并以其向投资者解释复杂概述的能量而闻名。

亚当先锋为顾问,客户提供有关市场的深度指导,包括每周和每月的评论以及季度展望为主。除了担保任投资战略委员会主席之外,他还是全球财富解决方案(GWS)多元化与包容性校园招聘委员会、GWS执行委员会以及其他类别和结构性投资产品批委员会的成员。

在加入雷蒙德·詹姆斯之前,亚当先锋曾担保德意志志银行私募金融管理美国首席信息官员和全球首席投资策划略师的双重职务。他于 1991 年获得马里兰洛约拉大学金融专业工商管理学士学位,并于 1993 年获得马里兰洛约拉大学金融专业人士的商学硕士学位。亚当先锋是洛约拉大学塞林格商业与管理学院的兼职教授,教科目国际金融课程。他于 1996 年获得特许金融分析师称号,于 2001 年获得注册投资管理® 认证,并于 2004 年获得注册财务规划师® 称号。没错,先前正在出现 CNBC和彭博社区,并经常被知名出版物引用,例子如 《华尔街日报》 《巴伦周刊》。

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Peachtree Group Appoints Lindsay Monge as Executive Vice President, Asset Management

Peachtree Group announced the appointment of Lindsay Monge as executive vice president of asset management. In this role, Monge will oversee the firm’s hospitality and real estate assets, driving performance, strategic planning and value creation across the portfolio.
Graphic announcing the new hire of Lindsay Monge as EVP of Asset Managment, with a headshot of Lindsay Monge on the left handside

ATLANTA (Oct. 15, 2025) – Peachtree Group (“Peachtree”), a leading commercial real estate investment firm overseeing a diversified portfolio of more than $8 billion, today announced the appointment of Lindsay Monge as executive vice president of asset management. In this role, Monge will oversee the firm’s hospitality and real estate assets, driving performance, strategic planning and value creation across the portfolio.

Monge brings more than two decades of leadership experience in hospitality, real estate investment and operations to Peachtree. Most recently, he served as president of Seaview Investors where he led asset management and daily operations for a portfolio of eight Marriott and Hilton-branded upscale hotels in California. Before this, he spent nearly 16 years at Sunstone Hotel Investors, rising to senior vice president, chief administrative officer, secretary and treasurer, where he oversaw corporate functions and played a pivotal role in managing a $3.9 billion asset base.

“Lindsay’s extensive background leading hotel operations and real estate investment platforms makes him an invaluable addition to our leadership team,” said Greg Friedman, managing principal and CEO of Peachtree. “His experience across public REITs, private equity and owner-operator platforms uniquely positions him to enhance value creation for our investors while strengthening our asset management capabilities.”

His career also includes senior leadership roles at Magna Flow as chief operating officer and at Alpha Wave Investors as chief administrative officer and partner where he directed strategic planning, growth initiatives and asset repositioning strategies. Earlier in his career, Monge held management positions at The Westgate Hotel and began his hospitality career in Hilton’s executive management program at the Waldorf Astoria in New York.

Monge earned an MBA in strategy and leadership from the Drucker School of Management at Claremont Graduate University. He holds a bachelor’s degree in hotel administration from Cornell University’s Nolan School of Hotel Administration. He also completed executive education in the LEAD Business Program at Stanford Graduate School of Business.

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Peachtree Group to Launch Equipment Finance Division, Expanding Credit Capabilities Across Key Sectors

Peachtree Group announced the launch of a new equipment finance division, further broadening its credit platform and reinforcing its ability to provide flexible equipment lease financing across industries, including commercial real estate and hospitality.
Generic row of new vans in a parking bay ready for purchase

ATLANTA (Oct. 13, 2025) – Peachtree Group (“Peachtree”) announced today the launch of a new equipment finance division, further broadening its credit platform and reinforcing its ability to provide flexible equipment lease financing across industries, including commercial real estate and hospitality.

The division will be led by seasoned executives Brian Shaughnessy and Roger Johnson, who together bring more than 60 years of experience in equipment finance, specialty finance and portfolio acquisitions. They will be joined by experienced industry executive Dennis Shields, further strengthening the team’s depth and expertise. Shields spent the last 15 years with Meridian Leasing, helping to grow its profitable leasing business.

“This launch is more than the start of a new business line. It continues relationships that span more than 15 years,” said Greg Friedman, Peachtree’s managing principal and CEO. “We have known and worked alongside Brian and Roger for well over a decade, watching them build reputations as trusted leaders in equipment finance. Their arrival marks both a reunion and a natural extension of our long-standing ties.”

This new platform represents a progression of Peachtree’s established private credit ecosystem. Many of the firm’s commercial real estate clients also require equipment financing, particularly in hospitality, where Furniture, Fixtures,and Equipment (FF&E) play a critical role in new developments. By building on the firm’s long-standing history and applying proven expertise from its principals’ experience financing essential use equipment, Peachtree is positioned to deliver tailored financing solutions that address client needs across multiple sectors and industries.

The launch highlights Peachtree’s ability to adapt its platform to fill gaps left by traditional lenders while keeping long-term client relationships at the center of its strategy.

Young forklift driver sitting in vehicle in warehouse smiling looking at camera
“Large banks continue to pull back from serving small and mid-sized businesses, leaving a significant void in the market,” Friedman said. “Our new platform allows us to step in with creative financing solutions, whether that means helping medical facilities upgrade technology or supporting hotels with FF&E for new developments, so businesses can access the capital they need to grow.”

Shaughnessy, who joins as president and principal of the equipment finance division, is a senior executive with more than 35 years of experience in financial services and investment banking. He was most recently co-founder and CEO of IMT Commercial, an alternative portfolio and asset acquisition and management firm.

Johnson, who will serve as executive vice president and principal, is a 30-year portfolio acquisitions and commercial lending veteran. He has a proven track record of developing profitable relationships with C-suite decision-makers at a wide range of financial institutions. Both Shaughnessy and Johnson founded and grew IMT Commercial Credit into a top 120 equipment finance business.  

The new unit will initially focus on financing lease transactions ranging from $500,000 to $10 million with terms generally between 24 and 84 months. By leveraging Peachtree’s established credit expertise, infrastructure and balance sheet strength, the division aims to deliver competitive financing options while ensuring timely funding and long-term client relationships.

“Equipment finance requires a deep understanding of the assets, from valuation to structuring and exit strategies,” said Shaughnessy. “Our team brings decades of specialized knowledge that allows us to evaluate risk effectively and deliver certainty of execution for clients.”

Johnson added,“Leasing involves extensive coordination with clients, vendors and lenders, and our goal is to make the process seamless. Clients can count on us not only to secure financing but also to manage the details that keep projects moving forward.”

“Equipment finance is a relationship-driven business where execution matters,” Shields, senior vice president, said. “Our goal is to combine decades of industry expertise with Peachtree’s deep credit platform to offer reliable, creative solutions to clients who are often underserved in today’s lending environment.”

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Fortune: Commercial real estate’s seismic transformation is creating new winners—and losers— in the property market

There’s no doubt that commercial real estate, and especially the office market, is undergoing a seismic transformation, one that’s not likely to abate any time soon. A boom time of near-zero-interest-rate policy, abundant liquidity, and cap rate compression over the past decade has given way to a perfect storm–a wall of maturing debt, tightened lending conditions, and cratering property values–all amid higher interest rates that show no sign of returning to their pre-2022 lows.
Written By Greg Friedman | Featured on Fortune.com

Fortune | There’s no doubt that commercial real estate, and especially the office market, is undergoing a seismic transformation, one that’s not likely to abate any time soon. A boom time of near-zero-interest-rate policy, abundant liquidity, and cap rate compression over the past decade has given way to a perfect storm–a wall of maturing debt, tightened lending conditions, and cratering property values–all amid higher interest rates that show no sign of returning to their pre-2022 lows.

The outlook for the office sector has been particularly negative. It’s a tale of two markets right now: roughly 30% of office buildings account for 90% of the vacancies and may never recover, while the other 70% have the chance to stabilize over time. Either way, the office market finds itself at an inflection point, much like the retail market as mall acquisitions were being financed.

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