Insights on Investing from Pendragon Capital Management

Discover Pendragon Capital Management’s view of the financial markets and some of the thoughts that go into our investment decisions.

There is nothing so disastrous as a rational investment policy in an irrational world."

There is nothing so disastrous as a rational investment policy in an irrational world.”

John Maynard Keynes

The Stock Market: Marching Higher

The stock market has continued its march higher.  New Records in Closes, Retail Sales & Corporate Profits New record closes were reached for the Dow Jones Industrials and the S&P500.  The NASDAQ is very close to an all-time high.  Many European exchanges and the TOPIX Japanese index hit fresh highs as well. Retail sales this…

Andrew Fairbanks, Energy Sector Expert, and Climate Impact Co-Manager

Pendragon Capital Management has a passion for sustainable investing and alternate energy sources. Hence the Climate Impact Portfolio which energy sector expert, Andrew Fairbanks, manages with company founder, Ian Green. In this article, we introduce you to Andrew. Meet Energy Sector Expert Andrew Fairbanks PCM: Andrew, tell us about yourself and your background. AF: I…

Ian Green Embraces Individualized Expert Financial Advice

As a boutique wealth-management firm, what makes Pendragon Capital Management stand out is the team and each member’s commitment to clear, thoughtful, individualized expert financial advice. This starts with Pendragon’s founder and president, Ian Green. Meet Ian Green, Pendragon Capital Management, Focused on Individualized Expert Financial Advice PCM: Ian, tell us about yourself and your…

9 Financial Resolutions for the New Year

What would you say to resolutions that simply require attention at the beginning of the year to provide you with value? That’s what you’ll find with the 9 financial resolutions detailed below. Unlike traditional New Year resolutions that often wind up abandoned before January’s even over, these aren’t too time-consuming, complicated, or unpleasant to stick…

Concerned About Inflation?

With COVID-19 vaccinations underway and a new stimulus/relief package in the works, investors have begun to worry about inflation. The concern has manifested itself in a recent rise in longer-dated bond yields.  Higher Rates Reduce Asset Value There is some math involved but the simple short of it is that higher rates reduce the value of…