Alexander Ortiz

We are delighted to announce that Managed Asset Portfolios, LLC (MAP) has achieved Top Guns status for its U.S. Multi-Cap Value Strategy for Q2 2024. 🏆📈 Read press release: 👉 https://lnkd.in/eqDHD8Kp #ManagedAssetPortfolios #Investing #StockMarket #Awards #ValueStrategy #BestMoneyManagers #TopGunsManager

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Surely a US aggregates business is too cyclical to be a quality investment? Perhaps its time to change your perspective argues Markus Hansen from Vontobel's Quality Growth boutique in this article from Trustnet #QualityGrowth #InvestmentInsights

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All areas of commerce are benefitting from data analysis, and our industry is no different. And when it comes to hard data, Henry Schwartz is among the very best. Good, punchy interview here fresh from the OIC on many hot topics in the listed options space, including the rise of the "ProTail" customer using options strategically. #Options #OptionsStrategies #Cboe #SPX #VIX #XSP #OIC #0DTE

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📣Join us for our April Roundtable! We discuss the current market environment and portfolio positioning in light of recent economic data coupled with the kickoff of earnings season. Watch now: https://lnkd.in/ecnZCMUr #ManagedAssetPortfolios #webinar #ValueInvesting

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With the big twists and turns in the US election race, it is worth a listen to this podcast with Ambassador Bianchi on key developments, things to watch out for and the key battle ground policies. More to come on this in the coming weeks!

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Former Federal Reserve (Fed) Chair Janet Yellen likened the 2017-2019 balance sheet drawdown to "watching paint dry," a sentiment echoed in the current quantitative tightening (QT) phase since May 2022, with nearly $2 trillion reduced. With fiscal policy uncertainty ahead, should the Fed consider ending QT earlier? Discover our insights in this week’s #OnTheMindsofInvestors: https://bit.ly/4eIwyrJ

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It was great to be on “Real Vision” podcast, “Is Your Portfolio Ready for What’s Next?” with Sébastien Page, Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price. Check it out as we discuss the shifts from a too hot global economy to a slower one in the second half of 2024. In the U.S., we see the rolling deceleration effect in a somewhat bifurcated economy.  https://lnkd.in/gxHW4iPF

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It was great to be back in Boston last week, reconnecting with returning Institute members and meeting new market and investment leaders! We are excited for the events and research areas we have coming up in the next few months! #ocio #investmentsolutions #investmentmanagement #investmentconsulting

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Allocations to alts are exploding, in part thanks to asset managers making it easier for their advisor clients. Hear more from Matt Brown of CAIS in conversation with Tony Davidow in his Alternative Allocations podcast: https://lnkd.in/df7KMdFs.

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September's Federal Reserve meeting is the next chance for a rate cut, but with disinflation still on the horizon, Chairman Powell may want more time before announcing them. Check out this analysis and more from Jack Janasiewicz and Garrett Melson:

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Following the Federal Reserve's interest rate cut, historical data shows that bonds typically perform well, while stock performance is mixed and depends on the economic landing and valuations. Explore Gabriela Santos's favorite slide from our #GuideToTheMarkets: https://bit.ly/3Y5PoTk

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Working on a Dream? (5min podcast). Shifting our US equity allocation higher, taking down Europe, adding duration and levered credit. Let us explain in this podcast. #equities #bonds #creditmarkets #fedpolicy https://mgstn.ly/4154ATQ

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"In the case of a tenant’s bankruptcy, we believe that risk mitigation is different in the net lease space and, therefore, can serve as a diversifier to private credit exposures." Read more from Justin Arasin and David Grazioli on CAIA Association's blog. #realestate #privatecredit

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I had the opportunity to speak with David Brenchley on his show "Trust Issues", a Kepler Trust Intelligence Podcast. During the interview we discussed BBGI’s low-risk investment strategy, what makes BBGI unique amongst our peers, BBGI’s role in an investor’s portfolio, and our predictable, well covered and progressive dividend. We also discussed the outlook for BBGI and the sector, as sector headwinds seem to be abating. Listen here to the podcast here: https://lnkd.in/dnexbnAX #BBGI #BBGIGlobalInfrastructure #Keplertrustintelligence #KTI #DavidBrenchley #infrastructure #investmentcompany #investmenttrust #infrastructureinvestor #ftse250 #inflationlinkedincome #coreinfrastructure #inflationprotection 

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Bond covenants are critically important protection for investors. Listen as The TCW Group’s #FixedIncome team discusses the weakening of those covenants over the past several years and how that trend is having a real impact on investors and outcomes. https://tcwgrp.com/Zf8eVF

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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.

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Here’s some #ETF ideas for those looking for defensive plays to offset market volatility. VettaFi

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From rate cut hopes to market turbulence: On TCW's latest #FocusOnFixedIncome podcast, Global Rates Co-Heads Jamie Patton and Bret Barker unpack the bond market's dramatic shift this year and analyze the Treasury's critical part in economic revival efforts with host Pat Moore. Listen: https://tcwgrp.com/1rnryv

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Citywire's Ian Heath discusses US Equities with Matt Benkendorf in a follow-up to their meeting last year. Topics discussed include the #Magnificent7 and investors' changing expectations for rate cuts - click through for the video below Vontobel #QualityGrowthInvesting #USEquities

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