Commentary and Research Papers
2025
2025
In our previous communication, we highlighted that short-term volatility and periods of relative underperformance have occurred from time to time over the 29-year history of the Small/Mid Cap Growth Portfolio at Pinnacle. We also discussed and showed how each such period has always been followed by a strong performance recovery.
Read MoreRead MoreWatch NowCommentary and Research Papers
2025
2025
U.S. equities delivered another strong monthly gain in October, extending the market’s impressive recovery from the “Liberation Day” selloff in April. Strength in corporate profits, softer inflation data, a widely anticipated 25-basis-point Fed rate cut, improving global trade dynamics, and renewed leadership from U.S. technology stocks all helped propel the market higher.
Read MoreRead MoreWatch NowCommentary and Research Papers
2025
2025
PowerFleet trades at a significant discount to IoT peers but is a compelling growth story in a rapidly growing industry. Even if it reaches one-third of comparable valuation(s), it’s a double.
Read MoreRead MoreWatch NowCommentary and Research Papers
2025
2025
Bad weather has impacted Six Flags’ operations this year but is transitory. Underlying operations and attendance are improving. Real estate sales could start at any moment and unlock significant value.
Read MoreRead MoreWatch Now
Commentary and Research Papers
2025
2025
Natural gas is the main bridge fuel of the energy transition and is helping to power the birth of artificial intelligence. Pinnacle Associates Portfolio Manager George Pickral weighs in on a top stock pick in US News’ latest article.
Read MoreRead MoreWatch NowCommentary and Research Papers
2025
2025
The third quarter of 2025 delivered unexpectedly strong equity market performance. The S&P 500 Index surged to all-time highs, rebounding sharply from the volatility surrounding “Liberation Day” in April. This recovery was driven by stronger-than-anticipated corporate earnings, dovish commentary from the Federal Reserve, and mounting investor enthusiasm surrounding generative Artificial Intelligence (AI).
Read MoreRead MoreWatch Now
Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm focused on transparency and putting clients first. We provide advice to individuals and families, institutional investors and other financial institutions.
