Marc Zeitoun, CFA

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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It was great to spend some time chatting with Rory Palmer, Debra Slabber, CFA and Glen Mukheibir CFP® on the current challenges faced by asset allocators. Thanks to Asset TV for giving us an opportunity to talk about our approach to managing global equity strategies. We discussed the dynamic investment process we have developed in the Systematic Equities team here at Jupiter Asset Management, and how that could be a useful core equities building block for asset allocators in navigating these uncertain times. #JupiterSystematic #GlobalEquities #OldMutual #OldMutualWealth #OMIG

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What exactly is systems thinking and how could it help address the investment world’s growing complexity? Listen to MFS’ latest All Angles podcast to discover how a systems-based perspective could unlock new opportunities for the investment industry to adapt and thrive in the face of pressing global issues. bit.ly/3XJzuPA.

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The macro economic outlook appears favorable. However, uncertainty and geopolitical risks are present. Read along as Pilar Gomez-Bravo examines how our outlook on the economy and risks are shaping portfolio positioning and where we're finding opportunities. bit.ly/3ApyYNN.

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Stargazing in 2025: Fixed income opportunities As shifting politics collides with economic realities, what might this mean for fixed income? Global Head of Fixed Income James Cielinski focuses the telescope on prospects for the new year.

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As we head into a much-anticipated US Federal Reserve meeting, there is a growing argument that the stars are aligning for bond investors. In this article, our fixed income directors outline three reasons why now could be an attractive entry point for bonds.​ ​For professional investors:​ https://bit.ly/4eobya5

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Interesting article from Douglas Appell in Pensions & Investments about the post-ZIRP, “higher for longer” interest rate environment that boils down to advocating for the pursuit of satisfactory investment outcomes that are relevant to asset owners’ actual spending needs and goals, rather than continuing the historically common practice – and expected future folly – of tethering one’s equity beta to that of an equity benchmark whose performance from today’s elevated levels is widely expected to be sluggish and insufficient to fund minimum liabilities (ie: payout rates, actuarial hurdles, spending goals, etc.).   Quoting the inimitable Ben Phillips, “In that world, the relevant benchmark becomes the client’s required cash flows.”   Fresh perspectives and new ideas are warranted. Satisfactory outcomes not benchmarks.

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In our latest "Top of Mind" article, Head of Multi-Asset Strategy @Adam Berger and Portfolio Manager @Peter Carpi discuss factors that could help small-cap stocks rebound and the search for winners in this inefficient segment of the market.

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Andrew Guillette, Broadridge's VP of Global Insights, recently discussed findings from our latest U.S. Investor Study on "MoneyLife with Chuck Jaffe." The study of 43 million investors highlighted a growing interest in self-directed investing across all age groups, identifying a trend of investors seeking greater control by maintaining both advisory and self-directed accounts. Download pages from the U.S. Investor Study 2024 here. http://spklr.io/6046vrwY #InvestmentTrends #SelfDirectedInvesting

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How does the extreme concentration in the market compare to history? Take a look at MFS' perspective on what's on the other side of market concentration peaks. bit.ly/4d5rOMQ.

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In our latest "Top of Mind" article, Head of Multi-Asset Strategy @Adam Berger and Portfolio Manager @Peter Carpi discuss factors that could help small-cap stocks rebound and the search for winners in this inefficient segment of the market.

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Looking for insights that could sharpen your investment strategy heading into 2025? Join PIMCO experts Libby Cantrill, Head of Public Policy and David Hammer, Head of Municipal Bond Portfolio Management at #SchwabIMPACT®️ on November 20 for an in-depth analysis of how U.S. presidential election results may affect policy, taxes, and municipal bonds.

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Investors prioritize outcomes, aiming for quality results while minimizing disappointments. How can we maximize our desired outcomes effectively? In the fixed income sector, the potential upside is known, and current yields offer more potential gains than in recent history. Learn about quality investing from Ben Hayward at TwentyFour Asset Management. Read more: https://bit.ly/3WRn1JB #Vontobel #FixedIncome

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We have just seen a further pullback in Fed policy expectations for 2024. What are the implications of higher for longer rates for credit investors? Read our Q2 2024 Credit Outlook for an in-depth analysis. https://ow.ly/3nlh50RfHAx

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