Carnegie Investment Counsel Blog

Greg Halter, CFA

Greg Halter, CFA
Greg Halter serves Carnegie Investment Counsel as Director of Research, where he coordinates all aspects of both equity and fixed income research materials. Greg provides the appropriate materials for portfolio managers to use in building and managing client portfolios effectively.

Recent Posts

5 Megatrends that May (or May Not) Impact Your Investments in 2022

Posted by Greg Halter, CFA on Jul 28, 2022 2:00:00 PM

Trends come and go, but some don’t leave before impacting your investments first. The problem is parsing through all the trends and figuring out which will or will not impact your portfolio. Of course, long-term investing is founded on principles that go beyond merely chasing the latest trend. But that doesn’t mean ignoring trends completely. At Carnegie, we believe in striking a balance by remaining aware of trends, but not being shackled to them. With that in mind, here are five megatrends and the impact we expect them to have on the market.

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Topics: Investing, Artificial Intelligence, Technology, Investment Management

SPACs vs. IPOs: What You Need to Know

Posted by Greg Halter, CFA on Nov 9, 2021 1:30:00 PM

Special purpose acquisition companies, or SPACs, have exploded in popularity this year, but most investors are still not familiar with these entities, sometimes called blank-check companies. 

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Topics: Investing, Stocks

What to Do in Times of Looming Inflation (Or Perceived Looming Inflation)

Posted by Greg Halter, CFA on Apr 27, 2021 1:30:00 PM

Are we headed into a time of inflation? Many people and economists are debating this issue right now. In the “real world,” we’ve seen inflation in interesting areas such as Pokémon and NBA Top Shots trading “cards,” which had seen a spike up in prices earlier in the year. Housing prices are certainly rising. Plus, inflation is finding its way into commodities such as food inputs like soybeans, corn and more. Certainly, gas prices are higher at the pump than a year ago. And does it mean inflation is coming because of crazy high auction prices for things such as Jack Dorsey selling his first tweet ever as an NFT (non fungible token) for over $2.9 million?

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Topics: Stocks, Market, Economy, Interest Rates

How Our ‘Counsel’ and Team Approach Helps Us Make Investment Decisions

Posted by Greg Halter, CFA on Feb 16, 2021 1:30:00 PM

On a monitor across from my desk, two screens share constantly updating market news from earnings reports to headlines. On my phone, Twitter flashes the latest evaluations and thoughts from, well, thought-leaders. Bloomberg provides analytics, data and even more financial news. The flow of information is good and valuable. Everyone can access this information. It’s a far cry from years ago, when we had to wait to receive faxes of earnings reports. Now financial information is certainly becoming more “democratized”. But these volumes of information are a challenge for individuals to process, even if those individuals are professionals.

At Carnegie, the word “counsel” in our name speaks to the expertise we bring to investment management. But how does the Carnegie approach work in practice? How do we synthesize information together as a team to help portfolio managers digest it and make decisions for our clients’ portfolios?

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Topics: Investing, Wealth Management

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