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Timely, concise insights from across Mesirow

Our financial products and services are grounded in understanding of the themes and trends driving opportunity now.

    Featured Insights
    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.

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    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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    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.

    Read article
    Markets & Investing
    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.

    Read article
    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.

    Read article
    green graph digital lights

    Strategic Fixed Income | 2Q2024 Commentary

    Market review and outlook for investment grade fixed income strategies.

    Read article
    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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    Motion lines and bright colors

    Investing in the growth of AI

    Our latest white paper on finding value in the overheated AI market

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    Sectors
    Leaf

    October 2024 Market Update: Food, Beverage and Agribusiness

    October 2024 Mesirow Monthly 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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    Chocolates and cookies piled together

    Food, Beverage & Agribusiness Sector Spotlight: Candy, Nuts & Snacks

    In this special report, our experts share their perspectives on the candy, nuts & snacks space, including an analysis of current trends in consumer behavior, ingredients and technologies and their impact on market performance.

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    Image of a freight train with multicolored cars against a sunset

    2023 Mid-Year Sector Report: Specialty Distribution

    Expert analysis of M&A activity in specialty distribution and a look at current distribution & supply chain trends and technologies

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    Plane wing in the clouds at sunset

    2023 Mid-Year Sector Report: Aerospace & Defense

    A look at the current A&D trends, including commercial aviation, AI and space exploration, driving M&A activity.

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    Wealth
    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.

    Read article
    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.

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    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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    Colorful mosaic tiles

    Connections | March 2024

    Managing your personal wealth isn’t just about the dollars and cents. It’s about connecting with what matters to you.

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