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News & Insights

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Emerald on CNBC: Stacey Sears on CNBC’s…

Insights, Nov 04, 2024

Stacey Sears, Emerald Asset Management portfolio manager joins CNBC’s ‘The Exchange’ to discuss the case for small caps, how resilient the economy is, and more.

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Innovation Driven Investment Opportunities in Life Sciences

Insights, Oct 31, 2024

Penned by our experienced Life Sciences team, this white paper provides an overview of some of the unique investment opportunities in the life sciences industry driven by innovative breakthrough science worldwide.

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Emerald Advisers and F/m Investments Announce the…

Insights, Oct 31, 2024

Emerald Advisers, in partnership with F/m Investments, announces the launch of the F/m Emerald Life Sciences Innovation ETF (LFSC)

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Emerald on CNBC: David Volpe’s Insights on…

Insights, Oct 29, 2024

David Volpe, deputy CIO at Emerald Asset Management, said the U.S. Federal Reserve looks to be on the back foot and a bumper rate cut would help it stay ahead.

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Emerald Insights – Following the First Rate…

Insights, Sep 26, 2024

David Volpe, Emerald Advisers Deputy CIO and Joe Garner, Director of Research and Portfolio Manager follow-up after David’s appearance on CNBC London and discuss the first rate cut. 

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Emerald on CNBC: David Volpe’s Insights on…

Insights, Sep 17, 2024

David Volpe, deputy CIO at Emerald Asset Management, said the U.S. Federal Reserve looks to be on the back foot and a bumper rate cut would help it stay ahead.

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Volunteer Spotlight: All Bark, No Bite!

Insights, Sep 13, 2024

Emerald Advisers is proud to share an inspiring volunteer story about one of our own, Mitch Krahe (Vice President, General Counsel).

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2Q24 Small Cap Earnings Recap with Joe…

Insights, Sep 03, 2024

Watch as Damian Gallagher (Client Relations and Business Development) and Joe Garner, MBA (Director of Research and Portfolio Manager) discuss earnings for the second quarter of 2024 in regard to small caps.

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Emerald Insights: 2Q24 Finance and Banking Recap

Insights, Jul 31, 2024

Watch as: Elliot Foster (Vice President of Marketing) and Steve Russell (Portfolio Manager & Senior Research Analyst) discuss market changes for Banks in 2Q24.

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Emerald Insights: 2Q24 Small Cap Growth Recap

Insights, Jul 11, 2024

Watch Stacey Sears (Senior Vice President & Portfolio Manager) and Damian Gallagher (AVP – Client Relations & Business Development) discuss Emerald’s Small Cap Growth strategy through 2Q24.

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The Emerald Wit & Wisdom Podcast -…

Insights, Jun 12, 2024

Joe Witthohn, CFA, is joined by Chris Gaito of Furey Research Partners to discuss the world of Small Caps.

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Emerald Insights: 1Q24 Small Cap Earnings Update

Insights, Jun 07, 2024

Watch Joseph Garner (Director of Research and Portfolio Manager) and Damian Gallagher (AVP – Client Relations and Business Development) dig deep and breakdown 1Q24 small cap earnings and where opportunities lie ahead..

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The Emerald Wit & Wisdom Podcast -…

Insights, May 29, 2024

Joe Witthohn, CFA, is joined by Emerald’s Portfolio Manager David Volpe to discuss the current environment of the market.

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Unveiling the Hidden Innovations in Industrial Evolution

Insights, May 22, 2024

Watch Peter Garner, Research Analyst, reveal the often-overlooked innovation within the industrials sector.

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AI Enhanced Real Estate: Smarter Solutions for…

Insights, May 13, 2024

Watch Ori Elan, Vice President & Research Analyst, explore the transformative impact of AI in the real estate sector, enabling a more efficient, intelligent, and expedited decision-making process.

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Innovating For a High Energy World

Insights, May 08, 2024

Watch Andrew Smith, Portfolio Manager & Senior Research Analyst, highlight the essential need for more energy globally and the groundbreaking innovations transforming the energy sector.

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Leveraging Technology and Services for Small Cap…

Insights, Apr 29, 2024

Watch Derek Fisher, Director of Technology Research, discuss the growing need for small cap businesses in the technology and services areas, emphasizing the critical demand for data security.

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Energizing the Future

Insights, Apr 23, 2024

Watch David Volpe, Deputy CIO & Portfolio Manager, explore how technological breakthroughs are enhancing productivity in the energy sector.

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AI-Enhanced Sales: Boosting Productivity in Marketing Cycles

Insights, Apr 11, 2024

Watch Nathan Jones, Director of Technology Research, discuss the utilization of AI advertising to enhance productivity on the sales and marketing fronts.

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Exploring Everyday Experiences Through Innovation

Insights, Apr 03, 2024

Watch Peter Garner, Research Analyst, explore the latest innovations reshaping the consumer sector.

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Navigating Labor Shortages: Offshore Strategies for High-Labor…

Insights, Mar 28, 2024

Watch Scott Blumenthal, Director of Industrials Research, discuss the challenges of a labor shortage in industries outsourcing goods with high labor content.

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Shaping the Future of Medical Technology

Insights, Mar 26, 2024

Watch Nishit Trivedi, Director of Life Sciences Research, explore AI’s role in medical technology.

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The Emerald Wit & Wisdom Podcast -…

Insights, Mar 21, 2024

Joe Witthohn, CFA, is joined by Emerald’s Portfolio Manager & Senior Research Analyst, Stephen Amsterdam to discuss the Consumer Electronic Show.

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The Invisible Forces of Innovation in Industrials

Insights, Mar 18, 2024

Watch Erik Cianci, Research Analyst, uncover the hidden innovations in the industrials sector.

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The Real AI Advantages in Small-Caps

Insights, Mar 13, 2024

Watch Stephen Amsterdam, Portfolio Manager and Senior Research Analyst, discuss the transformative impact of new technology on small-cap companies.

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The Future of Money: Digital Innovation Driving…

Insights, Mar 07, 2024

Watch Steven Russell, Portfolio Manager and Senior Research Analyst, discuss innovation in the financial services industry.

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The AI Effect: Innovating Consumer Entertainment -…

Insights, Mar 01, 2024

Watch Stacey Sears, Senior Vice President & Portfolio Manager, discuss the rising innovation in the consumer sector.

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Seeding Tomorrow: The Growth of Innovation in…

Insights, Feb 26, 2024

Watch Terry Smith, PhD, MBA, Director of Life Sciences Research, discuss the variety of innovation in the biotech industry.

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Introducing The Innovation Economy – Groundhog Day…

Insights, Feb 15, 2024

Watch as Joseph Garner, Director of Research & Portfolio Manager, and David Volpe, CFA, Deputy CIO & Portfolio Manager, discuss Emerald’s latest whitepaper and innovation in various sectors.

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Innovation Starts Small

Insights, Feb 08, 2024

Emerald’s latest white paper “Innovation Starts Small: Innovation-Driven Investment opportunities for 2024”

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Wit & Wisdom

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Wit & Wisdom

Nov 20, 2024

Stocks are down this morning as traders wait for tonight’s earnings report by Nvidia … with careful (and nervous) attention being paid to their guidance on what lies ahead.

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Wit & Wisdom

Nov 19, 2024

Markets have been bumping around this morning … though little changed at the moment … as the situation between Russia and Ukraine is causing quite a bit of concern among investors.  

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Wit & Wisdom

Nov 18, 2024

Rising markets typically go through stages … starting with excitement (where both negative and positive economic news are rationalized as catalysts for stock movement) and then even early doubters jump…

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Wit & Wisdom

Nov 14, 2024

Rising markets typically go through stages … starting with excitement (where both negative and positive economic news are rationalized as catalysts for stock movement) and then even early doubters jump…

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Wit & Wisdom

Nov 13, 2024

Stocks are little changed at the moment … as an inflation number came in this morning about where it was expected … refusing to broadcast any clear sign of direction. 

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Wit & Wisdom

Nov 12, 2024

After an impressive sprint, the bull decided to take a breather … as after hitting new records the market today is little changed.  

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Wit & Wisdom

Nov 11, 2024

Well … right now the market is continuing with positive gains following the election result and new intraday highs have been reached in the S&P 500, Dow and Nasdaq.  Not wanting to be left out, the small cap Russell 2000 decided to join the intraday record party as well.

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Wit & Wisdom

Oct 02, 2024

Major stock indexes are relatively flat this morning as investors digest improving jobs numbers while keeping watchful eyes on the situation(s) in the Mid East and the dockworkers’ strike.

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Wit & Wisdom

Oct 01, 2024

If you are one of the few who recall (or even care about) my writing of just over a month ago, September was to be a volatile month …

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