Timely, concise insights from across Mesirow

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

    Financial charts

    2023 Currency outlook

    The delicate relationship between tightening and recession hangs in the balance as we enter 2023

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    Q42022 Capital Markets Brief

    4Q2022 Capital Markets Brief

    The Federal Reserve Board continued to shake the market landscape in 4Q22. Every step, and importantly, every imagined step by the Open Market Committee tested investor conviction. The Q4 reversal of the US$ trade, the Treasury yield curve inversion, the

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    Free cash flow is key to weathering recession

    In the event of a recession, the U.S. high-yield market is fairly well positioned.

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    Mesirow Wealth Management's Bob Martin, CFA on WGN Radio 720

    Hear Bob’s recent radio interview as he discusses macroeconomic environment and how investors can benefit from a year-end portfolio check-up.

    Read article
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    Mesirow Equity Management in The CEO Magazine

    This in-depth profile explores the differentiated strengths of Mesirow Equity Management.

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    Mesirow Equity Management’s Leo Harmon on WGN Radio 720

    Hear Leo's recent radio interview as he discusses retirement while inflation is high, earnings expectations and what will be positive for the market in the future.

    Read article
    Aerial view of river through trees

    2022 Sustainability Report

    Engagement with companies identifies transformations in both policies and business models which drive successful outcomes for sustainable investing.

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    3Q2022 Capital Markets Brief

    3Q2022 Capital Markets Brief

    The third quarter of 2022 has been one of persistent anxiety for investors, a global community that traditionally seeks, and rewards, stability.

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    Media soundwave

    Jennifer Gartenberg on WGN Radio 720

    Listen in to hear Jennifer discuss recent market conditions and how Mesirow is guiding clients with tax-advantaged investment strategies.

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    Soundwave

    Mesirow Equity Management on WGN Radio 720

    Listen in to hear CIO and PM, Leo Harmon's interview where he discusses the stock market and current macro market information.

    Read article
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    Listen to Gregg Lunceford on WGN

    Listen in to hear Gregg discuss recent market conditions and how Mesirow is guiding clients thinking about retirement during these market conditions.

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    Digital curves and light flares

    2Q2022 Capital Markets Brief

    This has been a remarkable quarter for everyone who shares this small planet. Geo-politics, hot inflation, market disarray in labor, energy and commodities, global equity market volatility, Russian sovereign default  and a crypto-meltdown have made this a

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    Financial charts

    2023 Currency outlook

    The delicate relationship between tightening and recession hangs in the balance as we enter 2023

    Read article
    Blue charts

    A unique approach to small-cap investing

    Combining a bottom-up and top-down strategy for long-term success

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    Q42022 Capital Markets Brief

    4Q2022 Capital Markets Brief

    The Federal Reserve Board continued to shake the market landscape in 4Q22. Every step, and importantly, every imagined step by the Open Market Committee tested investor conviction. The Q4 reversal of the US$ trade, the Treasury yield curve inversion, the

    Read article
    Media soundwave

    Mesirow Mondays on WGN featuring Leo Harmon | January 2023

    Leo Harmon, CIO, Mesirow Equity Management dives into inflation, investments, income investors and more on this episode of Mesirow Monday from the "Your Money Matters" show.

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    purple chart image

    Free cash flow is key to weathering recession

    In the event of a recession, the U.S. high-yield market is fairly well positioned.

    Read article
    Digital market chart

    Mesirow Equity Management in The CEO Magazine

    This in-depth profile explores the differentiated strengths of Mesirow Equity Management.

    Read article
    Media soundwave

    Mesirow Equity Management’s Leo Harmon on WGN Radio 720

    Hear Leo's recent radio interview as he discusses retirement while inflation is high, earnings expectations and what will be positive for the market in the future.

    Read article
    Aerial view of river through trees

    2022 Sustainability Report

    Engagement with companies identifies transformations in both policies and business models which drive successful outcomes for sustainable investing.

    Read article
    3Q2022 Capital Markets Brief

    3Q2022 Capital Markets Brief

    The third quarter of 2022 has been one of persistent anxiety for investors, a global community that traditionally seeks, and rewards, stability.

    Read article
    Digital chart

    Mesirow Small Cap Value: Weathering market downturns

    Mesirow Small Value strategy has produced an 83.1% downside capture ratio from the beginning of the Financial Crisis through the most recent quarter end.

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    Digital chart

    Mesirow Equity Management: Market commentary summary and outlook

    Equity markets pull back after a significant 8-week bounce

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    Soundwave

    Mesirow Equity Management on WGN Radio 720

    Listen in to hear CIO and PM, Leo Harmon's interview where he discusses the stock market and current macro market information.

    Read article
    Plane flying in the sunlight

    2022 Year-End Sector Report: Aerospace & Defense

    An expert look at the factors that made for a bright end to a challenging 2022 for the aerospace & defense market, and what we can expect for A&D M&A activity in 2023.

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    Corrugated paper

    2022 Year-End Sector Report: Paper, Plastics & Packaging

    An expert look back on an uncertain and volatile 2022, and what to expect for 2023.

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    blue and orange gears

    2022 Year-End Sector Report: Industrial Technology

    A look at how the TM&IA sector fared amid the macroeconomic uncertainty of 2022, and what to expect for 2023

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    Winding road through the mountains

    2022 Debt Market Year in Review

    2022 Debt Market Year in Review

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    gears

    November 2022 Debt Advisory Market Update

    November 2022 Debt Advisory Market Update

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    gears

    October 2022 Debt Advisory Market Update

    October 2022 Debt Advisory Market Update

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    fields

    2022 Mid-Year Sector Report: Food, Beverage & Agribusiness

    Expert insights on the 2022 U.S. food, beverage and agribusiness M&A landscape

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    corrugated boxes

    2022 Mid-Year Sector Report: Packaging Perspectives

    Perspectives on the current paper, plastics and packaging M&A environment and key indicators to watch.

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    gears

    September 2022 Debt Advisory Market Update

    September 2022 Debt Advisory Market Update

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    2022 Mid-year Sector Report: Aerospace & Defense

    2022 Mid-year Sector Report: Aerospace & Defense

    Perspectives on the current Aerospace & Defense M&A environment and key indicators to watch throughout 2022

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    hospital

    2022 Mid Year Sector Report: Healthcare

    2022 Mid Year Sector Report: Healthcare

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    August 2022 Debt Advisory Market Update

    August 2022 Debt Advisory Market Update

    August 2022 Debt Advisory Market Update

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    Teal media soundwave

    Mesirow Wealth Management's Bob Martin, CFA on WGN Radio 720

    Hear Bob’s recent radio interview as he discusses macroeconomic environment and how investors can benefit from a year-end portfolio check-up.

    Read article
    Media soundwave

    Jennifer Gartenberg on WGN Radio 720

    Listen in to hear Jennifer discuss recent market conditions and how Mesirow is guiding clients with tax-advantaged investment strategies.

    Read article
    Media soundwave

    Listen to Gregg Lunceford on WGN

    Listen in to hear Gregg discuss recent market conditions and how Mesirow is guiding clients thinking about retirement during these market conditions.

    Read article
    What role does financial planning play in retirement satisfaction? mark.cohen@mes… Fri, 08/12/2022 - 09:28

    Your life in retirement has the potential to exceed the life of your career. Think about that. That’s very different than the generations before us. Having a plan—both a financial plan and a plan for how you plan to spend the next 30+ years—has never been more important. People with a plan are, not surprisingly, significantly more satisfied in retirement.

    Media soundwave

    Listen to Mesirow on WGN Radio 720

    Mesirow Wealth Management's Bob Martin on WGN Radio 720

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    The importance of financial planning in the LGBTQ community linda.matza@me… Mon, 06/27/2022 - 11:07

    When it comes to meeting goals and staying on budget and on track to attain your financial objectives, financial planning is critical. Everyone has unique circumstances that must be considered when creating a comprehensive plan, and members of the LGBTQ community may have additional factors to consider when it comes to planning. 

    Divorce: Financial tips to help you prepare and stay organized taylor.easterl… Tue, 02/22/2022 - 08:07

    Divorce is one of the many unexpected events that can happen on the road we call life. If your path leads you here, you will want to be prepared for the financial ramifications and confidently move forward with a new plan.  As with any significant life change, a divorce can be an emotional and stressful period and the more organized and prepared you are, the better equipped you will be for this transition in your life.

    What to expect “financially” when you’re expecting linda.matza@me… Thu, 11/11/2021 - 13:11

    Having a baby is one of the most exhilarating and awe-inspiring moments in most people’s lives, truly a time of profound emotion and personal joy. However, that joy also comes with additional financial complexities that can be dealt with by planning ahead.  

    Volatile markets create Roth IRA conversion opportunities linda.matza@me… Thu, 10/22/2020 - 14:06

    As stocks dip this year, some investors are taking advantage of the market volatility by converting their traditional pre-tax IRAs to a Roth IRA. Why? Because the decline in the current market value of the Traditional IRA means a reduced tax liability upon conversion

    Market volatility can create tax-smart opportunities linda.matza@me… Thu, 10/22/2020 - 13:12

    Although periods of market volatility can often create investor anxiety, the gains and losses incurred during up and down markets can be leveraged to work together to minimize the taxes investors pay on capital gains. Through a practice called “tax loss harvesting,” a savvy investor and wealth advisory team can strategically reduce federal tax liabilities without impacting long-term investment plans.

    College checklist: Five tips for parents sarah.chodera@… Wed, 09/16/2020 - 19:45

    Sending your young adult off to college or university can be both scary and exciting, even in the best of times. These tips may help you help your child navigate some important financial planning and life issues.

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