Jen Albert

Amid tightening spreads and market shifts, we discuss the complexities of the securitized sector and exploring opportunities in undervalued areas like commercial real estate and asset-backed securities.

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Troy A. Gayeski, CFA, Chief Market Strategist at FS Investments, dives deep into the current state of private credit in this insightful strategy note. He challenges the notion that the market is oversaturated with capital and highlights the benefits of democratizing access to alternative investments, which have typically been reserved for mega institutions. Read more to understand why some opportunities in the private credit space may appear too good to be true—but are, in fact, just true. #PrivateDebt #PrivateCredit

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🚨 San Diego City Employees' Retirement System is winding down their search for non-U.S. equity managers. The four emerging market equity managers recommended include Franklin Templeton, PGIM, Lazard, and Driehaus. Funding will be provided by the termination of two existing managers. 👉 For more information, read the full article here: https://hubs.ly/Q02y7_dz0 #FundraisingNews #NewSearch #EmergingMarketManagers

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Securitized credit continues to be an underrepresented asset class within retail investors’ fixed income portfolios even though it has tended to earn a premium to corporate credit. In our latest whitepaper, we explore possible drivers of the outperformance and the potential benefits of an allocation to securitized credit. Learn more: https://lnkd.in/exwKVRQq

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The fix-and-flip market is thriving despite broader lending uncertainties, driven by a decade-long fascination with fix-and-flip investments, says Alex Bogumil of Capital Fundings, LLC. https://hubs.la/Q02G4ctk0 #FixAndFlip #RealEstateInvesting #PropertyRenovation

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Great to join CNBC last week to talk about my thoughts on interest rates and the Fed’s path forward given the potential implications on tariffs, immigration, and fiscal stimulus. The market is pricing more Fed rate cuts in December, but chair Jerome Powell has stated that he is not “in a rush” and hence a pause in December is a possibility if the economic data warrants it. Watch the clip here: https://lnkd.in/gH3HVqxt

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With the arrival of T+1, the behind-the-scenes process of settling trades of stocks, bonds, and ETFs just got faster. In Mitchell Sinkler & Starr’s July Investment Insights, Phillip Beckner, CFA, CAIA explains the benefits for investors: https://lnkd.in/eyA2FcqH #investing #settlement #T+1 #markets #stocks #bonds #ETFs

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This article summarizes market practices, examining how cash and equity compensation is treated under different termination scenarios, including the typical cash severance practices and equity termination treatment for CEOs within the S&P / TSX 60 index companies.    Read more in our blog linked below https://lnkd.in/erzgWaQn

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Our Portfolio Manager, Sam LaBell, appeared on BNN Bloomberg with andrew bell to discuss how high, sticky inflation is good for commodities, provided the economy continues to hold up.* "Ultimately, we think we're entering a nice stable period for oil," Sam said. That stability in the price of oil will allow Canadian oil sands companies to generate high free cash flows, he said, adding that most of the oil sands companies have hit their debt targets, so they're able to return those high cash flows to shareholders.   He also questioned the copper rally and explained why Rogers Communications Inc. (NYSE: RCI, TSX: RCI.b) is his top pick in a struggling communications services industry.   https://lnkd.in/gC2PNRHN #marketstrategy #investing #wealthmanagement #financialadvisors #stocks #equities #oilsands #oilandgas #copper *Sam Labell is an Advising Representative with Veritas Asset Management Inc., an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer registered in the provinces of Ontario and Manitoba. The opinions and statements expressed by Sam in his appearance are his personal views and do not necessarily reflect those of the Veritas Group of Companies. They are effective as at the date of the broadcast only and may be subject to change.

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The #PrincipalExchange2024 agenda has been released and it’s time to select your breakout sessions. Please join me for a valuable discussion on growth opportunities within the Small and Midsize Business market. Can’t wait to see everyone in San Diego! #WeArePrincipal

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The Treasury Department just announced the latest Series I bond rates, and here's what caught my attention: Starting November 1st, new purchases will earn 3.11% through April 2025. A few key details worth noting: - The rate combines a 1.90% variable portion (tied to inflation) with a 1.20% fixed portion - This is a shift from the previous 4.28% rate we saw in May For existing I bondholders, rate adjustments depend on your original purchase date - While rates have evolved from their historic highs, the fixed rate component continues to generate discussion among those focused on long-term wealth building. #Investing #WealthBuilding #FinancialEducation #Treasury #IBonds #PersonalFinance #MoneyTips

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The conflicting trends in the bifurcated U.S. economy are sending mixed signals and creating challenges for both central bankers and investors. Hear from Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) as they discuss the potential implications for credit investors. Read the piece: https://ow.ly/OQ7K30sFGa2

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The conflicting trends in the bifurcated U.S. economy are sending mixed signals and creating challenges for both central bankers and investors. Hear from Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) as they discuss the potential implications for credit investors. Read the piece: https://ow.ly/fLs230sFH1I

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Despite the Fed’s quantitative tightening and announced tapering, system liquidity remains surprisingly robust. How, you might ask? Check out our latest blog at https://lnkd.in/eR_b7EV2 to learn more. #Finance #Economy #Investment #Liquidity #FederalReserve

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We appreciate all of the insights that Jake Oubina and John Covert brought to our Piper Sandler 2024 Infrastructure Finance Summit. #2024InfrastructureFinanceSummit

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NOW AVAILABLE! NEW PRIMARY RESEARCH | The latest results of the 2024 Hedge Fund survey are in and you can access the complimentary research report now! This "Dynamo Frontline Insight Report," co-produced with dakota and ProFundCom, reveals how hedge funds are gearing up for significant changes amidst geopolitical conflicts and economic recessions. READ ALL THE FINDINGS TODAY. #SurveyResults #HedgeFund #PrimaryResearch #ALTSresearch #alternativeinvestments #fintechtrends #DynamoFrontlineInsight

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The securitized market accounts for over 20% of the entire US bond market, making it as substantial as the corporate credit market itself. As an active manager, we focus on under-appreciated sectors. Today, we're zeroing in on structured credit, a $4 trillion opportunity set that may be ripe for alpha generation (source: Bloomberg). Zachary Aronson explores the segments of non-agency commercial mortgages and asset-backed securities, where amidst market challenges and price dislocation, potential pockets of value that offer above-market yields at below-market prices can be found. Click here to view more: https://lnkd.in/eGfdGx9Q

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