We are happy to announce more fixed-income team accomplishments gaining recognition. High Yield Bond and Strategic Income Strategies have been named to the PSN Top Guns List of best performing strategies for Q3 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers. “Congratulations to the entire PMAM team for once again receiving PSN’s Top Guns award, a designation that recognizes top performers among peers. To be continuously recognized is a testament to the quality and dedication of our professionals, underscoring the team’s proven ability to effectively navigate the rapidly changing investment landscape and deliver value-added performance for our clients.”– Mark Heppenstall, CFA, Chief Investment Officer Check out the full announcement here: https://lnkd.in/edshK5Sv #fixedincome #assetmanagement #bonds #investing #highyield #strategicincome #markets #team
Penn Mutual Asset Management, LLC
Financial Services
Conshohocken, Pennsylvania 1,482 followers
About us
Penn Mutual Asset Management, LLC, a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company (Penn Mutual), is focused on risk-based institutional asset management, advisory and fund operating services. We are dedicated to creating value through a prudent, thoughtful, and rigorous investment decision-making process. We tailor our proven approach to help generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client's strategy and goals. We are asset, liability and risk specialists committed to applying our diverse expertise, delivering tailored investment strategies and solutions, and balancing our repeatable, value-driven approach with seasoned investment judgment to drive performance and create value. With almost $40 billion in assets under management as of November 30, 2024, Penn Mutual Asset Management is dedicated to delivering exceptional client service, exceeding client expectations and earning trusted relationships by executing on our core asset management competencies, which include total return-based investing, advisory services and expertise in alternative asset investing. For more information, visit our website at: http://www.pennmutualam.com For timely perspectives on the economy, markets and investing, visit and sign-up for our blog at: http://www.pennmutualam.com For important information, visit: https://www.pennmutualam.com/misc/social-media-disclaimer This material is not intended to be relied upon as a forecast, research or investment advice, and it is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
- Website
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https://www.pennmutualam.com
External link for Penn Mutual Asset Management, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Conshohocken, Pennsylvania
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Asset, Liability & Risk Specialists, Risk-based Institutional Asset Management, Advisory and Fund Operation Services, Alternative Assets, Fixed-Income Investments, Balanced Income, and Asset Management
Locations
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Primary
Get directions
161 Washington St
Conshohocken, Pennsylvania 19428, US
Employees at Penn Mutual Asset Management, LLC
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Trevor Williams
Managing Director, Portfolio Manager at Penn Mutual Asset Management
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Keith Huckerby
Penn Mutual Asset Management, LLC
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George Cipolloni, CFA
Portfolio Manager at Penn Mutual Asset Management, LLC
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Ryan Boyd
Director of Trading Operations at Penn Mutual Asset Management, LLC
Updates
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As 2024 comes to a close, we wanted to share our most viewed Chart of the Week blog posts of the year, each highlighting impactful investment trends and market activity within the financial markets. We hope you enjoy them, once again! Read Best of 2024 here: https://lnkd.in/eTc7xJE7 #investing #markets #fixedincome #equities #Bonds #assetmanagement #assetmanagementinsights
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Portfolio Manager Zhiwei Ren explores the transformative impact of rule-based investing strategies, including ETFs and CTAs, on market volatility. He explains that as these funds attract momentum-driven flows, their self-reinforcing cycles may amplify strong markets and exacerbate weak ones. Read today’s Chart of the Week: https://lnkd.in/d4YzUXPU #ETFs #CTAs #marketvolatility #investmentstrategies #portfoliomanagement #leveragedETFs #volatilityselling #activemanagement #assetmanagement #markettrends #markets
The Growth of Rule-Based Investing | Penn Mutual Asset Management, LLC
pennmutualam.com
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Chief Investment Officer Mark Heppenstall joined Bloomberg Daybreak Asia to share his insights on the final Fed meeting of 2024 and what’s ahead for interest rates in the new year. #markets #assetmanagementinsights #FederalReserve #ratecuts #bondmarket #assetmanagement #investing #inflation #interestrates #monetarypolicy
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Portfolio Manager Zhiwei Ren shares his insights with Reuters on inflation and the Treasury yield outlook ahead of this week’s Federal Reserve meeting and potential interest rate cut. Read the full article here: https://lnkd.in/eES7_Fj4 #markets #federalreserve #assetmanagement #inflation #ratecut #Treasurymarket #marketaction #treasuryyields #interestrates #labormarket
Fed caution, inflation risks propel US Treasury yield forecasts higher again
reuters.com
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Chief Investment Officer Mark Heppenstall examines how the bond market is challenging the Federal Reserve’s narrative on inflation. With key data releases and the final Fed meeting of the year this week, all eyes are on how policymakers navigate persistent inflation and rising bond yields. #investing #bondmarket #FederalReserve #inflation #economicoutlook #inflationdata #markets #assetmanagement #PCE #interestrates #markets Read today’s Monday Morning Perspectives: https://lnkd.in/e6TdTU3Q
Bond Market not Cooperating with the Fed | Penn Mutual Asset Management, LLC
pennmutualam.com
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Investment Analyst Michael Cook highlights the outperformance of lower-quality high-yield credits in a risk-on environment, driven by expectations of Fed rate cuts. While much of the high-yield market has rallied, selective opportunities in certain credits may still offer good relative value for disciplined investors. Read today’s Chart of the Week: https://lnkd.in/dq_mqCyD #highyield #creditmarkets #investmentstrategy #bondinvesting #riskmanagement #FederalReserve #Fedpolicy #marketinsights #fixedincome #creditspreads #CCCcredits #assetmanagement #interestrates #yields
Full Steam Ahead | Penn Mutual Asset Management, LLC
pennmutualam.com
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Chief Investment Officer Mark Heppenstall returns to Fox Business Network's "Mornings with Maria" tomorrow at 6:10 AM ET. Mark will discuss the latest market action ahead of key inflation data that is likely to influence the Federal Reserve’s final decision on rates for the year. Watch live: https://lnkd.in/gAUsSG8t #markets #inflation #marketoutlook #Treasuries #assetmanagement #assetmanagementinsights #investing #economy #economicdata #interestrates
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