Blaine Rollins, CFA
Blaine is Managing Director, responsible for market insight and strategy. He is the author of the hugely popular Weekly Research Briefing, which has a weekly circulation of over 80,000.
Prior to joining Hamilton Lane, Blaine was Chief Market Strategist of 361 Capital where his responsibilities included investment research, portfolio construction and management, and hedging and trading strategies. Blaine was also a member of 361 Capital’s Board of Managers. Previously, Blaine served as Executive Vice President at Janus Capital Group (now Janus Henderson) and Portfolio Manager of the Janus Fund, Janus Balanced Fund, Janus Equity Income Fund and the Janus Triton Fund. He began his career as a financial analyst at AMG in 1989 and has three decades of financial services industry experience.
Blaine earned a B.S. in Finance from the University of Colorado and has earned the designation of Chartered Financial Analyst (CFA).
Featured Content
Weekly Research Briefing: Grab Your Passport
One door shuts and another opens. While the door to the U.S. is closing to investors and exporters, die tür in Germany blew off its hinges last week.
Weekly Research Briefing: Tariff Week
It's go time. Big time tariffs drop on Tuesday hitting Canada and Mexico at 25% and a surprise new tap on China to bring them to 20%.
Weekly Research Briefing: Cracks Forming
As thoughts of stagflation return to the financial markets, it is time to do a gut check and study what you love the most in your portfolio and what you might want to hedge or realize gains in.
Weekly Research Briefing: A Nickel For Your Thoughts?
The tariff threats continue. This weekend they were pointed to steel and aluminum as well as anyone who taxes U.S. imports. Higher prices on steel will hit the energy and construction industries. Tariffs on aluminum will hurt U.S. auto manufacturers and the beverage industry. But great news for aluminum can recyclers and scrap metal junkyards.
Weekly Research Briefing: Uncertain Trade Bridges
Are President Trump's guardrails still in place? Or have the global trade wars begun? Will the tariff threats and resulting economic volatility have a long lasting impact to the financial markets? Will anti-U.S. trade alliances be formed? Will foreign debt buyers show up at the next U.S. Treasury bond auction? Should I cancel my weekends for the next four years?
Weekly Research Briefing: A Bump In The Road
This weekend, DeepSeek, the Chinese AI startup, put out a product news release that had the same impact on the markets as throwing a spike strip onto the I-5 freeway during the morning rush hour. Two and three standard deviation moves lower were seen across the spectrum of AI/Cloud/Data Center/Power participants.
Weekly Research Briefing: A New Day
The sun rose once again this morning. It didn't care who anyone in my town voted for in November. It did its job and still filled the sky with amazing colors of red, orange, purple and blue for everyone to see. All with a great half moon overhead and the hummingbirds getting an early start on their cold breakfasts.
Weekly Research Briefing: Guardrails
Hello 2025. A new year begins with little change from where we left off before the holidays. We did get our December Fed Funds rate cut of 0.25%. Chalk the event up as hawkish given that the rising "dot plot" led to a collapse in forward rate cut expectations.
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