Fixed Income Leaders Summit’s Post

Thomas W. Hulick, CEO of Strategy Asset Managers, LLC., joins InvestmentNews anchor Gregg Greenberg to discuss his bullish outlook for 2024. Find out why tech and healthcare stocks are poised to lead the market again. https://hubs.la/Q02lm-kM0 #InvestmentNews #GreggGreenberg #MarketOutlook #TechStocks #HealthcareStocks

Here is the latest Emerging Manager Monitor report for Q3 2023. It captures the ongoing or potential mandates by asset classes and the popular fields used for screening Emerging Managers. Feel free to check it out.

#WisdomWednesdays Following a successful Future Proof Retreat and the opportunity to connect with hundreds of forward-looking advisors and thought leaders, here are our five takeaways from the experience:   ◾ With meaningful shifts in the market such as the concentration of broad market indexes, it might be time to revisit active management ◾ Investors may need to de-risk asset allocation models by rebalancing – taking what’s worked and allocating to underappreciated areas of the market ◾ A high conviction sleeve in models may warrant consideration ◾ There is value beyond the magnificent seven ◾ Active ETFs are useful for any size account and offer the ability to expand diversification with fully transparent options available

🔍 Just Released: Emerging Manager Monitor As a key source of intelligence, Nasdaq eVestment allows emerging managers to dissect trends and surface opportunities relevant to their firm. Read the report for insights: http://spr.ly/6043RdsyR #EmergingManagers #EmergingManagerMonitor #InvestmentIntelligence

In this week’s report we explain why we think that the market concentration in US stocks is not a concern to us as the Tech rally is fuelled by AI and its impact on earnings. Moreover, the rest of the market (ex Tech) still sees a positive performance this year with expectations pointing to further earnings recovery as costs pressures ease and margins increase.

Position your company a thought leader in the capital markets industry! 🏆 Sponsoring a WBR Insights Capital Markets report goes beyond just branding – we give you the opportunity to actively contribute to the conversation and shape industry trends 📈 Your thought leadership contributions will: 📈 Enhance your brand reputation as a capital markets innovator 💡 Attract new customers and partners 🌟 Align your solutions with what the market is demanding Want some information on our current opportunities? Get in touch with Martin Watchorn or click here 👉 https://lnkd.in/eB4vUpEX #WBRInsights #CapitalMarkets #CapitalMarketsInsights

Explore highlights from our 2024 CIO Summit, where we introduced five key Supertrends to reflect a world in transition. We believe these pivotal shifts will shape the global economic, political and financial landscape for the next five years, and it is time for us to re-think and re-calibrate our preconceptions about how capital should be allocated, what seeds to sow for future growth, and the investments that will bear fruit in the short and long-term horizon. Watch our event replay and read our full report to learn more from our newly convened Global Advisory Council comprising experts from BlackRock, Blackstone, M&G Investments, Milken Institute, Goldman Sachs, Nomura Asset Management, Peterson Institute for International Economics and KKR as they share their views on the challenges and opportunities of investing in a multi-polar world: https://lnkd.in/gJKgd2ha?

The Rise of Tokenization: Unlocking a Trillion-Dollar Opportunity Discover the immense potential of the tokenization industry and how it can revolutionize the global economy. Learn from top consulting firms like Ernst & Young, McKinsey, and BCG as we delve into the market size and growth projections, with real estate as a prime example. Don't miss this game-changing discussion! #TokenizationOpportunity #GlobalEconomyRevolution #RealEstateTokenization #ConsultingInsights #BusinessGrowth #MarketSizeProjections #DigitalTransformation #InvestmentStrategy #FutureOfFinance #EmergingTechnologies

The Rise of Tokenization: Unlocking a Trillion-Dollar Opportunity Discover the immense potential of the tokenization industry and how it can revolutionize the global economy. Learn from top consulting firms like Ernst & Young, McKinsey, and BCG as we delve into the market size and growth projections, with real estate as a prime example. Don't miss this game-changing discussion! #TokenizationOpportunity #GlobalEconomyRevolution #RealEstateTokenization #ConsultingInsights #BusinessGrowth #MarketSizeProjections #DigitalTransformation #InvestmentStrategy #FutureOfFinance #EmergingTechnologies

Webcast: Outlook 2024 – Targeting opportunities Join us to discuss important topics for investors in the coming year : - What will be the opportunities emerging in 2024? - What will be the main themes driving markets in 2024? - How can investors retool portfolios in an era where money has a cost again? - How can active management chart a course through a complex environment? Hear ideas from our CIOs about how investors can reposition for higher-for-longer #monetarypolicy, elevated #inflation and persistent #volatility. Edouard Jozan, Head of Distribution Europe at #AllianzGlobalInvestors will be joined by - Franck Dixmier, Global CIO Fixed Income - Greg Hirt, Global CIO Multi Asset - Virginie Maisonneuve, Global CIO Equity Register today and join us on: Tuesday, 5th December 10:00am - 11.00am CET For fund distributors and/or professional investors only. #outlook2024 #capitalmarkets