Adrian Helfert

Multi Asset CIO at Westwood Holdings Group. Big believer in combining data analysis and human insight. Saints fan.

[Adrian Helfert @AdrianHelfert]

@NationFirstAust @ZelenskyyUa @realDonaldTrump We’re hearing it from the media DF

[Adrian Helfert @AdrianHelfert]

2023 Market Recap: The Magnificent 7 & Beyond
Watch as Adrian Helfert, CIO of Alternative & Multi-Asset Investments, gives his insight on the market's rollercoaster ride and what lies ahead in 2024. See a preview below!

#Market #Finance #Fed

https://t.co/hXjQwYn4rq

[Adrian Helfert @AdrianHelfert]

Ted Gardner, SVP, Senior Portfolio Manager on Westwood's Energy and Real Assets team, discusses market conditions in the energy sector. Watch the full version here:

https://t.co/XFe4cm8Xth

#Infrastructure #EnergyPortfolio #investmentopportunities

[Adrian Helfert @AdrianHelfert]

Rick Cortez, CIMA and CEO of Broadmark Asset Management, gives us an update on the Westwood Broadmark Tactical Growth Strategy for the month of December. View the clip below, and watch more here:
https://t.co/D9TMm4ZXY5
#investing #moneymanagement #stocks #modelchange

[Adrian Helfert @AdrianHelfert]

Parag Sanghani, SVP Senior Portfolio Manager, provides an update on the state of the energy markets. Preview below and watch the full video here:
https://t.co/n2qJ9paz2W

#Oil #NaturalGas #Energy

[Adrian Helfert @AdrianHelfert]

Exploring market insights with Adrian Helfert, CIO at Westwood, as he delves into recent market shifts and the impact of the Fed's rate dynamics. Watch the full video using the link below!

#Market #Finance #Fed

https://t.co/TuwQfl9QDz

[Adrian Helfert @AdrianHelfert]

Kicking off an electrifying week at the Westwood Salient Energy Conference in Houston! Brian Casey, our CEO, set the stage at the Post Oak Ballroom, while our Westwood team brought the energy, welcoming guests with a smile.

#Energy #MarketUpdate #oilgas #renewableenergy

[Adrian Helfert @AdrianHelfert]

Thanks to Sonali Basak and the folks at Bloomberg for having me on to talk about market conditions on Friday! More focus on the credit asset class recently and with yields at much higher levels than the prior decade average it's hard not to own.

https://t.co/JSFRJoRYPn

[Adrian Helfert @AdrianHelfert]

Watch the preview as Greg Reid, President of Real Assets, gives an update on the energy infrastructure performance for the month of September and year-to-date 2023. See the full video here:
https://t.co/AHBaC0khw1

#energy #midstream #mlp

[Adrian Helfert @AdrianHelfert]

Rick Cortez, CIMA and CEO of Broadmark Asset Management, gives us an update on the Westwood Broadmark Tactical Growth Strategy for the month of October. Watch more here:
https://t.co/kVUdDEUHNM
#investing #moneymanagement #stocks #modelchange

[Adrian Helfert @AdrianHelfert]

Ted Gardner, SVP, Senior Portfolio Manager on Westwood's Energy and Real Assets team, discusses market conditions in the energy sector. Watch the full version here:

https://t.co/4KyFvtL9kl

#Infrastructure #EnergyPortfolio #investmentopportunities

[Adrian Helfert @AdrianHelfert]

I read headlines like this and think its like we’re robbing a bank. We don’t fear a hot economy really. We’re afraid the Fed police are gonna catch us sneaking out the vault red handed!
Thought for the weekend. Now back to regular scheduled college football programming…

[Adrian Helfert @AdrianHelfert]

Huge thanks to Romaine and Katie at Bloomberg having me on again! Always enjoy the opportunity to share views with great people.

[Adrian Helfert @AdrianHelfert]

Rick Cortez, CIMA and CEO of Broadmark Asset Management, gives us an update on the Westwood Broadmark Tactical Growth Strategy for the month of September. Watch more here:
https://t.co/pnctl66ZnS
#investing #moneymanagement #stocks #market #interestrates

[Adrian Helfert @AdrianHelfert]

Sad day for not just #Ukraine, but Europe. Staying with markets, remember we're still in a global central banking world. If the ECB and BoE less likely to act, the #Fed won't act as fast. Too much USD impact.

[Adrian Helfert @AdrianHelfert]

Weekly markets (and a haiku)

Let’s do 3. No 4.
No 5. No 6. No 7.
Central bank is drunk.

[Peter Schiff @PeterSchiff]

It's amazing that so many "experts" think the risk is that the #Fed raises interest rates too much. No matter how high rates rise it will not be high enough to bring #inflation back down to 2%. The real risk is that rates go up more than expected, but inflation doesn't come down!

[Adrian Helfert @AdrianHelfert]

@PeterSchiff Well said

[Adrian Helfert @AdrianHelfert]

Seeing swings more recently. For fun just looking days when the Nasdaq has big swings (either way) and looks likely to continue if history is our guide.

[Adrian Helfert @AdrianHelfert]

Congratulations to Leah Bennett, CFA, President of Westwood Wealth Management - Houston, who has been selected as one of Houston Business Journal's 2021 Women Who Mean Business! She has been recognized as an Outstanding Business Leader in Finance. https://t.co/YgVjskpYMt