Zainub Amir

Continued higher interest rates and limits on free cash flow generation are shaping our outlook on default rates: http://m.ct-inv.us/3UEjifI #InstitutionalInvesting

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Join FINRA on our newest initiative: Get Your Head in the Trade—a campaign to help novice, self-directed investors conquer investing FOMO and be sure an investment is right for them. Go to FINRA.org/tradesmart to explore and share resources and tools to ignite investor understanding and confidence. Learn more here: https://bit.ly/4cUPKBI

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With the 2024 U.S. Election around the corner, market volatility is on the rise! Whether Trump or Harris takes office, their policies could have a lasting impact on global financial markets. From tariffs to tax reforms, discover the key trends and sector opportunities investors should watch closely. Stay informed with Century Financial insights and analyse your portfolio for potential shifts. Check out the latest article for US election insights! #USElection #MarketImpact #InvestmentStrategies #GlobalMarkets #KhaleejTimes [Partner Content]

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We are living in a historic opportunity to invest in the global #energytransformation – with estimates suggesting that up to $82 trillion may be needed by 2030. Hear from Don Dimitrievich, Portfolio Manager, Energy Infrastructure Credit, on how investors can capitalize on this demand in our latest #Nuveenin90.

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Stress in the private-credit market is building despite default rates rising only modestly in the past two years, according to JPMorgan Chase’s asset management group. Interest coverage ratios, a common indicator of borrower stress that measures earnings against debt costs, have deteriorated as interest rates climbed to a multidecade high in August 2023, said the report published April 15. Lower coverage ratios indicate greater difficulty paying debt interest. A rapid expansion of the market for nonbank loans since the financial crisis ended in 2009 has drawn in major private-fund managers. The increasingly crowded private-credit market has led some fund sponsors to take on riskier borrowers as they chase higher returns and try to differentiate themselves, according to participants in the market.

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How is #NuveenInfrastructure’s clean energy team reducing carbon emissions while generating critical clean power globally? Read the 2023 clean energy infrastructure sustainability report, which includes a detailed overview of avoided emissions across our equity and credit strategies, how we incorporate physical climate risk considerations into our investments, as well as how we aim to protect marine life during offshore wind construction. #cleanenergy

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The TRADE sits down with Geoffrey Yu, senior market strategist at BNY Mellon, to discuss his expectations for emerging market trends in 2024, focusing on the currency landscape, and what should be front of mind for global industry players. #firesidefriday #trading #markets #em #emergingmarkets #currencies

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Rashmi Garg, CFA, Senior Portfolio Manager at Al Dhabi Capital, notched another appearance on CNBC’s Capital Connection. https://lnkd.in/egZahdpt This interview focused on key indicators we might get from the Federal Reserve at the upcoming Jackson Hole Economic Symposium. Rashmi highlighted some key takeaways: - Jackson Hole: A critical event expected to provide clarity on the upcoming rate cut cycle, though don't expect too many specifics. - Rate Cut Outlook: Acknowledgment of inflation progress with a likely 25 bps cut in September unless labor market data surprises on September 6th. - Small Caps Strategy: Small caps are set to benefit significantly from the anticipated rate cuts, making them a compelling story moving forward. Do you agree with Rashmi? What else can we expect from the Jackson Hole Economic Symposium? If you do or have any other views, please post them in the comments section below. #federalreserve #aldhabicapital #insightdiscovery #interestrates #smallcaps Alessio Cirillo Joelle Chlela-CHRP Nabil Sleiman PhD, CFA

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Here's a quick summary of the global markets for the past week from T. Rowe Price: - Stocks return part of “Trump Trade” gains - Corporate issuers active as long-term yields hit five-month high - Chinese equities declined as evidence of persistent deflation and worries about potential U.S. tariffs hurt investor confidence - Eurozone economy seems set for recovery, but industry still struggles - ECB says October rate cut was a precautionary measure https://lnkd.in/e8pSfTNv

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Here's a quick summary of the global markets for the past week from T. Rowe Price: - Market’s narrow advance continues - Inflation surprises on the downside, but so do growth signals - China: equities fell in a holiday-shortened week as data showed that deflationary pressures continued to weigh on the economy - Europe: political risk and uncertainty prevail https://lnkd.in/ez7-sNtq

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NEW: MUFG's US corporate lending arms just came back to market from an almost four month break after getting dinged by regulators. More details now available for subscribers on 9fin. If you want access to this and more on what's happening in the private credit market, contact [email protected] for more information. The latest w/ David Brooke: #privatecredit #leveragedfinance

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UBS's recent earnings report suggests the "cash sweep" issue may be stabilizing, but it's a critical reminder for financial advisors to remain vigilant. The article emphasizes the importance of clear communication with clients about where their cash is held and the associated risks. In my view, this serves as a strong call to action for advisors to proactively manage cash sweeps and maintain transparency, as client trust hinges on how well we handle these financial nuances. https://lnkd.in/dy4gGjVt

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Sagard Credit Partner and Portfolio Manager Mustafa Humayun recently joined Nasdaq Trade Talks host Jill Malandrino for a segment on Generational Trends Regarding Investments in Alternative Assets alongside representatives from Palisades Group and Percent. Here are some of Mustafa's key insights: ▪ Amidst a crowded private credit market leading to reduced spreads, we believe focusing on non-sponsored deals is essential; ▪ Maintaining a focus on cash-pay middle market investments can provide stability during periods of rising interest rates and diverse payment structures; ▪ We believe disciplined deal selection and a proactive strategy are crucial for delivering consistent returns in today's challenging market environment. Watch Mustafa’s segment on NASDAQ Trade Talks: https://lnkd.in/dxTeUy-v  

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Have you considered what kind of impact a sustained high rate environment has on the American dream? Lule D., eToro US CEO, explores this in her latest Forbes article. "a binary view of the economy leaves out the more critical and nuanced story of the hard-working Americans who yearn to be today’s and tomorrow’s innovators and small business owners. Those who neither want nor need a handout but need a policy and economic framework that makes it much easier to start new businesses, big or small." Lule D. This is an excellent piece on preserving the future of innovation in America. Check out the full article for more insights! https://lnkd.in/e_J_rh-V

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Spoke to president of Yardeni Research, Inc. and noted economist and investment strategist Edward Yardeni and learnt why he thinks the Fed’s 50 bps rate cut in September was “too much too soon” and why it should put the brakes on monetary easing for now. Mr Yardeni also explained why, despite volatility, the US economy remains resilient (it's the baby boomers!) even though the current market performance has started to resemble the 1990s-style “melt-up”.

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Here's a quick summary of the global markets for the past week from T. Rowe Price: - BoE cuts rates but cautious on more reductions - U.S.: Yields tumble as expectations for rate cuts jump - U.S.: Downside economic surprises send shares sharply lower - During a week that saw a hawkish turn from the Bank of Japan, Japan’s stock markets suffered heavy losses - China: Industrial profits accelerate https://lnkd.in/etEN45-j

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At the recent Investor Roundtable, industry leaders shared valuable insights on asset-backed securities, credit research, and market trends. Moderated by Hina Shoeb, the panel featured experts including Philippe Jodin, Amadou Loum, Dustin W., Conor O'Toole, Simon Gold, Asha Kapengut, and Christian Grane, CFA. These thought leaders engaged in an in-depth discussion on the evolving landscape of asset-backed securities and shared their perspectives on current market dynamics. #OpalGroup #ECLOSummit #MarketTrends #finance

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In my latest podcast, I sat down with Bob Long to discuss StepStone Group's strategy for building a suite of evergreen funds across various alternative asset types, including private equity, venture and growth, real assets and private credit. #investment #alternatives #alternativeinvestment #podcast

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In our team's latest structured credit market update, we share insights on recent market trends and opportunities across the securitized products landscape, with a focus on Non-Agency RMBS. #structuredcredit #ABS #MBS #liquidalternatives #alternativeinvestments

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