Timothy Arcuri

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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Check out the Q2 2024 Business Cycle Update from my colleagues on Fidelity's Asset Allocation Research Team: https://bit.ly/4dgaMeP Many major economies, including the U.S., remained in the late-cycle expansion phase and registered hints of stabilization and even reacceleration in some areas. Expectations of monetary easing have contributed to improving global financial conditions, and worldwide manufacturing activity has firmed. China remained an outlier, as it continued to ease policy in hopes of reaccelerating from its growth slump.

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AllianceBernstein Private Credit Outlook: Keep Calm and Diversify. Interest rates are falling but growth is holding up. Still, we see ways to proactively shore up private allocations https://lnkd.in/eAcFiiHx

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Semiconductor supply chain security is complex and extends beyond the location of manufacturing facilities. Moving semiconductor chip production to the U.S. from Taiwan might seem like an ideal solution to protect against looming threats from China. However, the semiconductor chip manufacturing process involves multiple international stakeholders. As the Chinese race to advance their semiconductor manufacturing capabilities, the U.S. is "friendshoring," strengthening supply chain security through closer cooperation with allies. The tariff rate on semiconductors will increase from 25% to 50% by 2025. China's policies in the legacy semiconductor sector have led to growing market share and rapid capacity expansion, which risks driving out investment by market-driven firms. However, challenges remain, especially concerning cybersecurity threats, which are becoming increasingly sophisticated and require collaborative international efforts to mitigate. Learn more in our latest insight: https://lnkd.in/ea7cte7t For registered investment advisors only. Important Disclosure: https://lnkd.in/e3VJtU2Q #SemiconductorSecurity #SupplyChain #Manufacturing #TechPolicy #USChinaRelations #InternationalTrade #Cybersecurity #Semiconductors #Friendshoring #TechIndustry #MarketTrends #GlobalEconomy #Tariffs #TechInnovation #SupplyChainSecurity #TechManufacturing #USManufacturing #ChinaTech #LegacySemiconductors #MarketInvestment #GlobalCooperation #TechSupplyChain

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After April’s volatility, you won’t want to miss the latest Straight Talk. Join Brad Rutan and Equity Portfolio Manager Nevin Chitkara as they explore: - Current market environment - Importance of downside risk management - Understanding what you own bit.ly/3wkoflS.

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