Brian G. Belski

Investment Specialist John Swarr, CFA, ASA analyzes the U.S. CLO primary market with $200 billion in gross supply in the first half of 2024, surpassing the entire yearly volumes of 2022 and 2023. John explains what is driving the demand and offers direction for CLO managers. #CLO #CLOMarket #InvestmentInsights #FixedIncome #DebtSecurities #FinancialMarkets #FinancialAnalysis #MarketTrends #CreditMarkets #InvestmentStrategy #investing #assetmanagement #assetmanagementinsights

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Today, Tanya Lai, MBA, CFA, IMCO’s Managing Director, Public Equities, will speak at Institutional Investor’s 2024 Allocator’s Choice Roundtable in New York City. The event brings together public pension leaders and institutional allocator peers to debate the most pressing issues in today’s political, economic and investment landscapes.   Tanya participates in the session, “Emerging Markets: Misunderstood and Misconstrued,” where she explores how institutional investors can approach emerging markets amid geopolitical uncertainty. The discussion highlights opportunities in key regions, including the impact of China’s uneven recovery, and strategies to navigate the evolving risk landscape.   Learn more: https://lnkd.in/gWBuNf5W

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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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The market is broadening beyond the Magnificent Seven, creating new value opportunities across sectors. Portfolio Manager George Cipolloni, CFA joined Yahoo Finance “Market Domination” and highlighted how utilities are benefiting, especially with the rise in AI-driven energy demand. He emphasized the need for diversification as other sectors gain momentum. Watch here: https://lnkd.in/ef5ukAwn #MarketVolatility #Utilities #AI #Investing #AssetManagement #Mag7 #ValueInvesting #Markets

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As institutional asset managers navigate today’s challenges and opportunities, operations can help create efficiencies and set the stage for future growth. Check out our recent discussion with Bill O'Toole and John Cushing to learn more. https://hubs.li/Q02G_1K40

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“It would be a wow moment for the markets,” Portfolio Manager George Cipolloni, CFA said while discussing the possibility of additional rate hikes on Reuters TV. George also shared why the markets are demonstrating fearlessness and how recent economic data will be critical in determining the Fed's next move. #Interestrates #Fed #markets #marketgrowth #PCE #assetmanagement #investing #inflation #economy

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For investors concerned with #longevity, #inflation, and #volatility risks, options-based strategies delivered via tax-efficient, transparent ETFs may be the solution. Calamos Head of ETFs Matt Kaufman, CETF® breaks this down in this ThinkAdvisor feature: https://okt.to/UlD2yf https://okt.to/N3QsGB

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The third quarter brought welcome gains across stocks and bonds, with small-caps, value stocks, and rate-sensitive sectors leading the charge. Read the full Quarterly Market Review for an in-depth analysis from our portfolio managers on the current investment landscape. https://ow.ly/BhOL50TQQiC

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We are pleased to present our Q2 2024 Market Commentary! We are also excited to introduce the author of this Q2 2024 Market Commentary: Matthew Mobilio, CFA, CFP®, Placements Louisbourg Investments new Portfolio Manager. Matthew, who holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations, now collaborates closely with the Ciccone McKay financial planning team. In Matthew’s commentary, he picks up on our ongoing discussion of interest rates, and how these rates continue to impact lending and the economy as a whole. He also takes an intriguing look at the difference in approach to monetary policies by the Bank of Canada (BoC) and the U.S. Federal Reserve. Matthew explains the rationale behind these two approaches – and what they mean for each country’s currency exchange rates, borrowing costs, financial markets and economic outlooks. Click here to read the full commentary: https://lnkd.in/dWbjh_c #cicconemckay #vancouver #financialplanning #wealthmanagement #marketcommentary #Q2 #interestrates #bankofcanada

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The third quarter brought welcome gains across stocks and bonds, with small-caps, value stocks, and rate-sensitive sectors leading the charge. Read the full Quarterly Market Review for an in-depth analysis from our portfolio managers on the current investment landscape. https://ow.ly/wpPW50TQXRe

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“In our view, the change in rates isn’t really a big deal on the way up or down for CLO equity,” said Thomas Majewski in his latest Creditflux article. Check out the highlights below and dive into the full article for a more in-depth insight: https://lnkd.in/ev87jDxt

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The MSRB today published a Municipal Market Issue Brief on recent developments regarding Build America Bonds. We are providing this information to make individual investors and market professionals aware of the developments and to help them make more informed investment decisions. Read the Issue Brief: https://lnkd.in/eyg2CkYj

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In high yield bond investing, we believe active management offers clear benefits over passive strategies given the market structure and potential mispricing of credit risk. Leveraged Finance Portfolio Risk Manager Andrew Karlsberg, CFA discusses where we see opportunity: https://lnkd.in/ewrPRruJ #highyield #investing

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Chief Investment Officer Mark Heppenstall notes April’s CPI report coming in modestly better than expected and a flat April retail sales report boosted equity and bond markets last week, with the S&P 500 and Dow Jones recording new highs and bond yields ending lower. This week, investors await FOMC minutes, Nvidia’s earnings and housing market data. #CPI #inflation #economicdata #equitymarkets #bondmarkets #bondyields #ratecuts #investorexpectations #Nvidia #AI #housingmarket #investing #assetmanagement #assetmanagementinsights

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The chart below was featured in our recent piece, "KCR’s Dividend Portfolio: An Evidence Based Approach" ↓ https://loom.ly/2XUfWVo It shows the annualized return & standard deviation of KCR's Dividend Portfolio against its selection universe. KCR's Dividend Model Portfolio has historically outperformed the top two quintiles of yield. We'd note there are simple things to avoid, like #stocks in the top 2 quartiles of yield with negative FCF, that have horrible returns and extreme volatility (group #3) In addition, we ran our model Dividend Portfolio against the Russell 1000 Value Index & found that our model produced excess returns. What you pay matters! Click the link below to subscribe to our newsletter ↓ https://loom.ly/loanBbc

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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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Read now: https://bit.ly/3NyO5r1 🇺🇸. #ActualInvestors   Investment manager Michael Taylor analyses what the past can tell us about a new US president’s impact on growth companies.

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