Episode 27: IPOs out, SPACs in—but for how long?

Tony Roth |
Capital Considerations with Tony Roth

March 10 — Over 400 companies went public in 2020, an all-time record, and the traditional IPO route is fading as the increasingly popular SPACs (special purpose acquisition companies) take center stage, offering investors and businesses the potential opportunity to more quickly access a pile of capital in the hope of becoming the next Amazon.

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Capital Perspectives March 2021

Tony Roth |
Investment Management
Capital Perspectives

In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses how despite the impaired labor market, the spike in interest rates, consumers’ record savings levels, we are marching toward an economic inflection point of historic scale. He also details a potential buying opportunity over the short term and explains our rationale for our portfolio changes.

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Capital Perspectives February 2021

Tony Roth |
Investment Management

In the February issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses the challenging short-term economic outlook. He also looks at the increased vaccine supply and distribution efforts, as well as the possible threat from COVID-19 mutations, and details potential investment opportunities.

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