Rocky Kurita

One thing I value about Meradia is that I am always learning from my colleagues. This brief article by Ryan Bond, CFA, MBA, PMP reminding us about the value of collateral management is just another example of the expertise Meradia can bring to the table. #meradia

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Is the U.S. Economy Stronger Than We Think? At Yale's recent CEO Caucus, 84% of top CEOs expressed optimism, predicting a "soft landing" for the U.S. economy. Surprisingly, 81% were taken aback by the economy’s resilience, despite widespread pessimism in public polls. With inflation dropping and unemployment at historic lows, real wages are growing, and GDP surpassed expectations. CEOs agree: the economy is outperforming the gloomy forecasts. What’s your take on that? Source: https://bit.ly/47Sds0i

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In this week's equity highlights we focus on the results from our newest equity risk monitor, which details Russell 1000 through the lens of the Axioma US5.1 equity models. https://lnkd.in/e-YNQapy #russell1000 #equityriskmodels

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If you think portfolio risk management is just about diversification, think again. This article sheds light on some surprising strategies that challenge common perceptions. Here are some thought-provoking takeaways: - Did you know that reducing the number of investments in a portfolio can sometimes actually decrease risks? It's all about strategic selection. - Contrary to popular belief, actively managing risk doesn't necessarily mean more frequent trading. In fact, a hands-off approach can be a smart move. - One of the key points discussed is the importance of understanding the correlation between investments, a factor often overlooked in risk management strategies. - Asymmetric risk and the role it plays in portfolio management is explored, offering a fresh perspective on balancing risk and return. - Ever considered tail risk hedging? This article dives into this lesser-known strategy that can enhance risk management effectiveness. Share your thoughts and feelings on these unconventional risk management strategies. https://lnkd.in/ecgSpH93

For the first time in years, rising yields have made bonds a much more powerful part of the asset allocator’s toolkit. How should asset allocators be thinking about the role of fixed income in portfolios? Download the report → https://bit.ly/3yddQc3

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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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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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"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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We had a great conversation with Torsten Slok in our How Should I be Positioned podcast. We discussed the US macro environment, whether growth will slow down, the possibility of inflation re-accelerating, and how the Fed is likely to respond to these evolving conditions. We then touched on the investment implications of this environment, and the best way to be positioned for it. Listen to the podcast for all the details. #shareubs https://lnkd.in/ewQBVeeK   

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This week's highlights discuss the still-rising equity volatility according to Axioma risk models, the continued impact of the biggest US names on risk, and the reversal of the reversal of the Size factor. https://lnkd.in/eauWGNFy

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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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It was a pleasure hosting Reihan Salam, President of the Manhattan Institute, at the Red Apple Group offices recently. Reihan’s insights into policy, economics, and the future of our cities are consistently thought-provoking. As a regular contributor on platforms like CNN, Real Time with Bill Maher on HBO (Warner Bros. Discovery), and The Atlantic, he remains an essential voice in today’s policy discourse. Fun fact (aka nerd alert!): Reihan and I go way back—30 years ago, we were competitors on two of the nation’s top-ranked speech and debate teams at Stuyvesant High School and Iona Preparatory School. Those formative years sharpened our skills in public speaking and critical analysis, setting the stage for professional journeys defined by rigorous inquiry. It’s inspiring to see how those early days of debate shaped leaders and thinkers like Reihan, who now contributes so significantly to the broader discourse on public policy and governance. Recently, Reihan joined John Catsimatidis, Founder & CEO of Red Apple Group, on The Cats Roundtable on 77 WABC Radio, to discuss the current state of the U.S., with a special focus on New York. As a Brooklyn native and the son of Bangladeshi immigrants, Reihan brings a uniquely grounded and thoughtful perspective on improving New York City and State. This segment originally aired on Sunday, November 3, on New York’s #1 rated station, 77 WABC Radio, owned and operated by Red Apple Group. Reihan’s views on the path forward for New York are well worth a listen.  Interview Link:  https://lnkd.in/ecWY2Eme    Manhattan Institute: Under Reihan’s leadership, is a cornerstone in the world of public policy. Established in 1977, the Institute remains one of America’s leading think tanks. Through rigorous research and data-driven recommendations, the Institute shapes public policy debates, offering non-partisan, research-based solutions to some of the nation's most pressing challenges. Under Reihan's leadership, as cities and states grapple with post-pandemic challenges, the Institute’s research will be more essential than ever, guiding efforts to create resilient, vibrant communities. Through Reihan’s stewardship, the Manhattan Institute continues its mission with a steadfast commitment to integrity, clarity, and data over partisanship. Ultimately, Reihan and the Manhattan Institute exemplify the power of ideas, showing that dedication to facts, intellectual rigor, and principled discourse can lead to real, meaningful change. #ManhattanInstitute #PolicyLeadership #PublicPolicy #EconomicFreedom #Governance #NewYorkPolicy #ThoughtLeadership #RedAppleGroup #WABCRadio #PublicDiscourse #SpeechAndDebateLegacy #FreeMarketIdeas #ConstructiveDialogue #RedAppleGroup #JohnCatsimatidis #WABC770 #NewYork #NewYorkState #NewYorkCity

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What explains the economy’s surprising strength—and will it last? Can markets keep powering forward in the face of very real geopolitical risks? Tune in to a replay of our #MidYearOutlook webcast, where we discuss what steps investors should take to navigate the current environment: https://bit.ly/4bf0Xw0.

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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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