Timely, concise insights from across Mesirow

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    Rosenblum at WGN

    Mesirow Wealth Management's Jennifer Rosenblum on WGN 720 | December 2024

    Hear Jennifer’s interview from November 25, 2024, where she discussed the ins and outs of financial gifting to family and non-profits.

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    Benjamin Franklin on USD dollar banknote tear with Mao Tse Tung on Yuan banknote

    China’s new payments system threatens US financial leadership

    US delay to issue a central bank digital currency could have geopolitical implications.

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    Computer technology

    4Q 2024 HCM Technology Sector Overview

    The HCM Technology M&A market is experiencing resilient transaction volumes in 2024 following a drop off in 2023 due to improvements in macro-economic conditions including unemployment and inflation rates that affected public markets across the globe.

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    Gartenberg-November-2024

    Mesirow Wealth Management's Jennifer Gartenberg on WGN 720 | November 2024

    Hear Jennifer’s interview from November 4, 2024, where she shared 7 year-end financial planning tips including maximizing annual gifting, Roth IRA conversions and tax loss harvesting.

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    Red-colorized White House with strips of US currency overlaid

    Presidential candidates entice voters with expensive tax breaks

    Will tariffs and higher taxes be enough to pay for these benefits? Not even close.

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    colorized macro image of Grant on currency

    Mesirow Currency Management | 3Q2024 Commentary

    Currency market activity and commentary on Mesirow’s currency for return strategies

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    Digital chart

    Strategic Fixed Income | 3Q2024 Commentary

    Market review and outlook for investment grade fixed income strategies

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    Treasury Department colorized red

    The US national debt burden

    The debt level is approaching its 1946 historic high. Will it take a collapse in the bond or FX market before we take action?

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    Macro photo of a colorful and illuminated labradorite stone with iridescent textures and luminous colors

    Hidden gems: The compelling case for small cap high yield

    Why every high yield investor should focus on small cap over traditional or large cap high yield.

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    Motions lines in blue and purples

    GLP-1 obesity drugs: Key insights to maximizing Healthcare sector exposure

    GLP-1 obesity drugs offer strategic investment opportunities

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    View looking through industrial pipe

    Fall 2024 Market Update: Industrial Technology

    In this report, our investment bankers cover market drivers, provide an outlook for 2025 and offer a deep dive into emerging applications across the flow control sector.

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    Tiffany on WGN

    Mesirow Wealth Management's Tiffany Irving on WGN 720 | September 2024

    Hear Tiffany’s interview from September 9, 2024, where she discussed how to financially prepare to turn a side hustle into your main business.

    Read article
    Benjamin Franklin on USD dollar banknote tear with Mao Tse Tung on Yuan banknote

    China’s new payments system threatens US financial leadership

    US delay to issue a central bank digital currency could have geopolitical implications.

    Read article
    Red-colorized White House with strips of US currency overlaid

    Presidential candidates entice voters with expensive tax breaks

    Will tariffs and higher taxes be enough to pay for these benefits? Not even close.

    Read article
    colorized macro image of Grant on currency

    Mesirow Currency Management | 3Q2024 Commentary

    Currency market activity and commentary on Mesirow’s currency for return strategies

    Read article
    Digital chart

    Strategic Fixed Income | 3Q2024 Commentary

    Market review and outlook for investment grade fixed income strategies

    Read article
    Treasury Department colorized red

    The US national debt burden

    The debt level is approaching its 1946 historic high. Will it take a collapse in the bond or FX market before we take action?

    Read article
    Macro photo of a colorful and illuminated labradorite stone with iridescent textures and luminous colors

    Hidden gems: The compelling case for small cap high yield

    Why every high yield investor should focus on small cap over traditional or large cap high yield.

    Read article
    Motions lines in blue and purples

    GLP-1 obesity drugs: Key insights to maximizing Healthcare sector exposure

    GLP-1 obesity drugs offer strategic investment opportunities

    Read article
    The flow of data across a connected world

    Rapid payments speed money through the financial system; economic growth follows

    Billions of dollars in transaction savings and economic output. Rapid payment systems pay off.

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    Digital numbers

    Stablecoins: Cryptocurrencies with a pegged price

    Designed to overcome price volatility and pegged to a single asset or combination of assets, stablecoins aim to become a mainstream medium of exchange.

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    green graph digital lights

    Strategic Fixed Income | 2Q2024 Commentary

    Market review and outlook for investment grade fixed income strategies.

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    colorized Washington from US currency

    Mesirow Currency Management | 2Q2024 Commentary

    Currency market activity and commentary on Mesirow’s currency for return strategies.

    Read article
    gold coins with numbers/graph transparent overlay

    Tokenized gold

    Tokenized gold works by digitizing ownership of actual physical gold, making it tradeable on a distributed ledger. Will investors rush to this 21st century treasure?

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    different color

    4Q 2024 Public Safety & First Responders

    Public Safety & First Responders

    The Public Safety / First Responder Technology & Services M&A market is experiencing resilient transaction volumes in 2024 as investors continue to value emerging technologies that reduce costs, increase efficiency and improve service quality.

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    Spices

    November 2024 Market Update: Food, Beverage and Agribusiness

    With post-election uncertainty beginning to subside, the food, beverage, and agribusiness M&A market is gaining momentum.

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    Computer technology

    4Q 2024 HCM Technology Sector Overview

    The HCM Technology M&A market is experiencing resilient transaction volumes in 2024 following a drop off in 2023 due to improvements in macro-economic conditions including unemployment and inflation rates that affected public markets across the globe.

    Read article
    Leaf

    October 2024 Market Update: Food, Beverage and Agribusiness

    October deal activity implies the market is on track with 2022 levels in terms of number of deals. Dollar volume in 2024 has notably outpaced 2023 levels, driven by the resurgence of mega-deals.

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    View looking through industrial pipe

    Fall 2024 Market Update: Industrial Technology

    In this report, our investment bankers cover market drivers, provide an outlook for 2025 and offer a deep dive into emerging applications across the flow control sector.

    Read article
    sunset

    2023 Debt Market Year in Review

    2023 Debt Market Year in Review

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    Plane above the clouds

    2023 Year-End Sector Report: Aerospace & Defense

    Expert analysis of Aerospace & Defense M&A activity in 2023

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    Industrials

    Industrial automation and nearshoring

    Industrial automation and nearshoring

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    Distribution boxes

    2023 Year-End Sector Report: Specialty Distribution

    Expert analysis of Specialty Distribution M&A activity in 2023

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    High-tech industrial equipment in a manufacturing facility

    Industrial Technology Market Update

    An update on the test & measurement and industrial automation sector growth predictions.

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    Image of a plane engine wheels and wing

    Commercial Aviation

    What does the surging demand for air travel mean for aerospace manufacturers? Our experts share their insights.

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    Pharmaceutical packaging

    2023 Mid-Year Sector Report: Packaging Perspectives

    In this issue, our packaging industry experts examine the macro-trends impacting the industry and provide a spotlight on the pharmaceutical packaging sector.

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    Rosenblum at WGN

    Mesirow Wealth Management's Jennifer Rosenblum on WGN 720 | December 2024

    Hear Jennifer’s interview from November 25, 2024, where she discussed the ins and outs of financial gifting to family and non-profits.

    Read article
    Gartenberg-November-2024

    Mesirow Wealth Management's Jennifer Gartenberg on WGN 720 | November 2024

    Hear Jennifer’s interview from November 4, 2024, where she shared 7 year-end financial planning tips including maximizing annual gifting, Roth IRA conversions and tax loss harvesting.

    Read article
    Tiffany on WGN

    Mesirow Wealth Management's Tiffany Irving on WGN 720 | September 2024

    Hear Tiffany’s interview from September 9, 2024, where she discussed how to financially prepare to turn a side hustle into your main business.

    Read article
    Auditorium

    College checklist: Five tips for students

    Heading off to college can be exciting and scary at the same time. For some, it may be the first time they are moving away from home and managing their personal finances more independently. These tips may help prepare students heading off to school as the

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    Mesirow Monday | Gregg Lunceford

    Mesirow Wealth Management’s Gregg Lunceford on WGN 720 | August 2024

    Hear Gregg’s interview from August 5, 2024, where he discussed the importance of a mid-year financial check-in.

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    Sophia Yudkowsky on WGN 720

    Mesirow Wealth Management's Sophia Yudkowsky on WGN 720 | June 2024

    Hear Sophia’s interview from June 3, 2024, where she discussed five essential financial planning topics for young families.

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    old keys on a ring

    Five key financial planning ideas for young families

    Financial planning is a crucial aspect of family life. From managing day-to-day expenses to preparing for major life events, families must navigate a complex landscape of financial decisions.

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    closeup of board game pawns

    How to strategize tax diversification

    Within personal finance, diversification is most often understood as the practice of spreading investments across various asset classes in order to mitigate overall portfolio risk. However, there is another important form of diversification that often get

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    Jennifer Gartenberg on WGN 720

    Mesirow Wealth Management's Jennifer Gartenberg on WGN 720 | May 2024

    Hear Jennifer’s interview from May 6, 2024, where she discussed funding college with a focus on 529 plans.

    Read article
    blue market chart

    1Q 2024 Market Summary

    Equity markets continued to rally during the first quarter, buoyed by enthusiasm for artificial intelligence and increased confidence that the US economy would avoid a severe recession.

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    Tiffany Irving on WGN 720

    Mesirow Wealth Management’s Tiffany Irving on WGN 720 | March 2024

    Hear Tiffany’s interview from March 4, 2024, where she discussed estate planning basics: how to get started and the importance of keeping your plan up to date.

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    Pin Points

    Why you need a financial plan

    Why you need a plan

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