NewsAppointments
From AmeriCorps
The Securities and Exchange Commission announced that Nathaniel H. Benjamin has been appointed the Director of the Office of Minority and Women Inclusion (OMWI). Benjamin will join OMWI from AmeriCorps, where he is the Chief Diversity and Inclusion Officer. “I welcome Nate to the SEC in the leadership role as Director of the Office of ...
NewsMarkets
April FOMC Meeting
The Fed culminated a new FOMC meeting on Wednesday with the announcement that the market was already predicting and kept interest rates in the range of 5.25% and 5.5% in order to control inflation. “The Committee decided to maintain the target range for the federal funds rate between 5-1/4% and 5-1/2%,” the Fed said in ...
Opinion
Gabelli's column
U.S. stocks were higher in March, with the S&P 500 recording its fifth consecutive monthly gain. Demonstrating remarkable resilience, the S&P 500 surged by 10.6% in the first quarter, marking its best performance at the start of a year since 2019. Notably, despite double-digit declines from two of the largest constituents, Apple (AAPL) and Tesla ...
NewsMarkets
Thornburg Spring Due Diligence Conference, ...
Brian McMahon, Vice-Chairman and Chief Investment Strategist at Thornburg, shared his market views for 2024 at the Thornburg Spring Due Diligence Conference in Santa Fe. These are some of the take outs of his presentation, which in a nutshell highlights that the US economy is basically doing OK. This is quite an affirmation, coming from ...
NewsMarkets
Aegon AM Fund Forum 2024
Aegon Asset Management hosted a Day of presentations in Miami for Latin American and US Offshore investors. The day opened with a macro review and was followed by presentations on global bonds, high yield and dividend investing. In this article we addess the macro review and how should portfolios position themselves given the outlook for ...
NewsAlternatives
Head of Direct Lending de ...
Laura Vaughan, head of Direct Lending at Federated Hermes, has a very clear claim: “Private markets may still be classified as alternative investments, but in many ways they have matured into part of the mainstream.” In his experience, investors were attracted to its low volatility, its limitation with other asset classes and the cash income ...
NewsMarkets
Interview with Thomas Hanson, head ...
Markets are entering a very important phase with the focus on monetary policy. The US Federal Reserve is expected to cut interest rates this year. That obviously means that strategies have to adjust to the circumstances. Following this very important situation in terms of portfolio construction, Thomas Hanson, head of European high yield, Aegon AM, ...
NewsMarkets
ING Report
The US ISM services index shows that business activity and new orders are performing well, but companies are increasingly focused on trimming their workforce. The employment component of the index has dropped into contraction territory, indicating a potential risk of job losses in the coming months. However, with inflation pressures looking less worrying, the Federal ...
Opinion
Monthly Asset Allocation
The US economy’s resilience and US inflation’s resistance to swiftly return to the US Federal Reserve’s target means we remain overweight equities and neutral bonds. We retain our view that economic growth will slow later in the year, but the timeline is stretching. Corporate profits remain buoyant and the Fed is clearly indicating an aversion ...
Opinion
Insights by Thornburg IM
In the journey of life, we are constantly learning and growing. Each lesson we learn is a steppingstone toward a brighter future, with fewer mistakes and greater rewards, if we are attentive and apply those lessons. Last year, we gained a wealth of valuable insights; here are the three most significant. The first one is ...
Opinion
Gabelli's column
U.S. equities maintained their upward trajectory in February as the S&P 500 breached 5,000 for the first time. Building upon January's momentum, the S&P 500 delivered its best two-month performance to start a year since 2019. Playing a pivotal role in this sustained performance were several of the mega-cap tech companies often referred to as ...
Opinion
Gabelli's column
U.S. equities were mostly higher for the month of January, with the S&P 500 hitting a fresh all-time high for the first time since early 2022. Stocks seamlessly extended their positive momentum from Q4 into the New Year, sustained by the stellar performance of several "Magnificent 7” names, including Nvidia (NVDA), Netflix (NFLX), and Meta ...
NewsAppointments
Replaces Victor Matarranz
NewsAppointments
Effective July 8, 2024
NewsAppointments
From UBS
NewsAppointments
More than 20 years of Experience
NewsMarkets
Fitch Report
NewsMarkets
April FOMC Meeting
NewsMarkets
Cerulli Report
NewsMarkets
Capital Group Survey
NewsBusiness
Includes International Business
Fitch Report
Capital Group Survey
April FOMC Meeting
Thornburg Spring Due Diligence Conference, ...
iCapital Multi-Asset Portfolio (iMAP)
Cerulli Report
Includes International Business
For Private Distribution of Model ...
Replaces Victor Matarranz
Effective July 8, 2024
From UBS
More than 20 years of ...
Investment banking
With 43 members globally
For 2.1 billion dollars
Citi Global Wealth
Florida has 4 cities in ...
Interview with Phil Waller (JP ...
For Asia, Latam & Switzerland
Through Private Credit Funds
Analysis by FlexFunds
Cerulli Report
Cerulli Report
Help to Increase Scale for ...
With Flows, Trends, Yields and ...
Delphia y Global Predictions
From $10 Million to $12
$93 Million Fraud Scheme
Nationwide Retirement Institute® (NRI) Research
Cerulli Report
Ortec Finance Resarch
The Workforce Is Expected to ...
Por Marcelo Soba
