Jason Fletcher

According to T. Rowe Price’s Fixed Income Credit Sector Views, their Sector Strategy Advisory Group has identified key investment ideas and market trends based on extensive research. This report combines fundamental analysis with quantitative insights, offering a tactical perspective on the credit markets. Download the full article to explore their latest views. https://lnkd.in/gCRzeZUN #InsuranceAUM #FixedIncome #CreditMarkets #InvestmentStrategies

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https://lnkd.in/d7r5nbwv This fall, we brought on Reams Asset Management as sub-advisor for Canoe Global Income Fund/Portfolio Class. Discover why we chose Reams and why you should consider their differentiated approach to managing core plus fixed income.

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The expertise of fund managers and active asset allocation decisions add value to our Close Managed Funds. Explore these funds and discover why we believe that picking the right manager at the right time is a specialist skill. Capital at risk. https://lnkd.in/ev57P7Nc #Funds #FundManagers #Investing

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Check out our latest Weekly Futures Momentum Model: Models Gain as FX and Fixed Income Outperform Equities Summary -Momentum models were up 0.1% over the past week, with positive performances in fixed income and FX countering negative equity returns. -Equities were down 1.9% WoW, while bonds were up 0.6%, and FX returns were +0.7%. -Equity momentum models remain the best-performing model over a three-month timeframe (+4.0%). Market Implications -Momentum models are very bearish EUR/USD and bullish USD/JPY – we remain short a EUR basket, have closed out our recent short USD/JPY position, and are on the lookout for official JPY intervention. Read full article here: https://lnkd.in/eUXMCKdp

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Bonds, particularly those with longer durations, exhibit non-linear price sensitivity to changes in yields—a phenomenon known as convexity. DWS Group's latest article delves into how this impacts investor strategies, especially in callable bond asset classes. Explore their detailed analysis and download the full research report here: https://bit.ly/3VHjUTD #insuranceAUM #DWS

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With global #listedinfrastructure (GLI) quietly benefiting from recent shifts in equity market leadership, listen to Portfolio Specialist,Nina Liu, CFA discuss why we believe now is a good time to consider the asset class today. https://lnkd.in/eJMV9nzy

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Marketing Communication. Capital at risk. For professional investors only. Emerging markets have a growing appetite for reform. Japan has soared after governance reforms, and neighbouring EM countries are following suit, writes Raheel Altaf in Portfolio Adviser https://arte.fund/jf3ocy #emergingmarkets #equities #investing

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In our latest portfolio manager video, Agile Investment Management's Daniel Janis and Noelle Corum, CFA discuss how they're positioning the IA Clarington Core Plus Bond Fund and provide an update on their view of the macroeconomic environment. https://ow.ly/jj1m50TXmZW #InvestedInYou #ActiveManagement #WealthManagement #Bonds

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Has the global rate cycle turned? And what does that mean for investors? Tom Nash, CFA, Fixed Income Portfolio Manager, recently joined Livewire Markets's Signal or Noise program this week to discuss the key global macro themes, what they mean for the fixed income market and how investors can be thinking about positioning themselves for the next twelve months. Watch the full episode http://from.ubs/6043YJKjV #bonds #fixedincome #macro

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Want to know more about Baillie Gifford? Here are some quick facts about us 👇. #ActualInvestors

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Find out about Alexandra McGuigan, CAIA's and Inclusive Asset Management's work, opportunities for allocators to have greater diversity in their portfolios, plans to launch a Woman’s Fund and much more. Listen here ⬇️ https://lnkd.in/eTds2jZF #Investing #InvestingStrategy #WomeninFinance

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What is the return on a stock investment made up of? And what is the connection between #inflation and stock market developments? In the current market outlook, Vera Fehling, DWS CIO Western Europe, provides insights into the topic. 👉 Read more here: http://dws.co/60464f3Zy

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In this short overview and accompanying video, we delve into the Fidelity Multi Asset Allocator range from five distinct perspectives: overview, process, allocation, differentiator, and track record. Lead Portfolio Manager Chris Forgan discusses the five funds and how they provide long term capital growth through diversified exposure to global financial markets.    Find out the key factors that differentiate the Allocator funds from their peers.   Watch Chris Forgan discuss: https://lnkd.in/eSiDPdir   For investment professionals only. Capital at risk. 

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Watch as Denis Cole, Emerging Markets Debt Portfolio Specialist discusses the tailwinds that may have a profound impact on emerging markets going forward. #EmergingMarketsRevival Read, watch and listen to our suite of thought leadership about the potential for #EMD and access the video transcript: https://on.pru/4bxTV6d

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Discover why UK small-cap stocks are outperforming large-caps, the impact of index composition on returns, and how active management can unlock hidden opportunities. Learn how our UK fund managers are navigating this dynamic investment landscape to capture significant growth potential. https://ow.ly/IFgg50U8TOy Jack Gater, CFA #JOHCM #Smallcaps #UKEquities

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Income-based returns are back for fixed income investors. Investors no longer need to risk equity-type drawdowns or sacrifice liquidity to achieve their investment objectives. In our view, this is an opportune time to increase fixed income allocations – read why in our latest paper: https://bit.ly/3VbenEA Capital at risk. For professional investors only.

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Senior leaders from Schroders, Fidelity International and M&G tell Financial News that fund groups must pay attention to unlisted assets in a recent round table. Here at Research in Finance we can help with UK Private Investment Markets Study (UKPIMS), a new annual, multi-stakeholder study into market understanding of, and appetite for, private equity, private credit, unlisted infrastructure, and unlisted real estate. - The study profiles target clients in the UK, exploring attitudes, needs, and barriers to investing in private markets. - Geographical coverage will be expanded in future waves. - Competitor benchmarking enables stakeholders to learn who the perceived market leaders are overall, as well as for specific asset classes. If you would like to find out more, please get in touch with Mick Hrabe or Richard Ley. You can also call us on 0207 104 2235. #privatemarkets #assetmanagement #ukmarkets

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