Catherine A. Lynch, CFA

We are delighted to announce that Managed Asset Portfolios, LLC (MAP) has achieved Top Guns status for its U.S. Multi-Cap Value Strategy for Q2 2024. 🏆📈 Read press release: 👉 https://lnkd.in/eqDHD8Kp #ManagedAssetPortfolios #Investing #StockMarket #Awards #ValueStrategy #BestMoneyManagers #TopGunsManager

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Insights from CAIS and Mercer's "The State of Alternative Investments in Wealth Management" survey reveal a significant shift in portfolio strategies. 85% of financial advisors plan to boost allocations to alternative asset classes within the next year to achieve diverse portfolio goals, including enhancing returns and diversifying risk. This trend reflects a growing recognition of the benefits that alternative investments offer. Promising opportunities lie ahead as the wealth management industry adapts to meet investor needs.

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Watch as Conning's Head of Municipal Credit Research, Karel Citroen, discusses the firm's latest annual evaluation of the credit conditions of all 50 U.S. states 👉 https://lnkd.in/eMGbByKJ The firm’s 2024 State of the States report assigns a “stable” outlook to the credit quality of all 50 U.S. states, an upgrade from last year's “declining” view. State finances appear strong with healthy reserves, but #Inflation and rising costs are beginning to impact budgets, prompting the suggestion that states be judicious in spending plans.

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The conflicting trends in the bifurcated U.S. economy are sending mixed signals and creating challenges for both central bankers and investors. Hear from Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) as they discuss the potential implications for credit investors. Read the piece: https://ow.ly/OQ7K30sFGa2

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The conflicting trends in the bifurcated U.S. economy are sending mixed signals and creating challenges for both central bankers and investors. Hear from Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) as they discuss the potential implications for credit investors. Read the piece: https://ow.ly/fLs230sFH1I

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Jason Copelas, Director of Public Equities at Strategic Investment Group, was a guest panelist at the 11th Annual Mid-Atlantic Institutional Forum in Washington, D.C. The event, hosted by the Markets Group, brought together thought leaders from pension funds, endowments, foundations, hospital plans, insurance companies, sovereign wealth funds, and investment consultants. The panel engaged in stimulating discussions on various topics, including: 1.   Market Trends: Industry experts delved into the latest global equity market developments and shared their perspectives on emerging opportunities. 2.   Equity Outlook: Jason and fellow panelists explored the outlook for equities, considering factors such as economic indicators, geopolitical events, and industry-specific dynamics. 3.   Systematic vs. Fundamental Investing: The debate between systematic and fundamental investment approaches sparked lively conversations. Which strategy holds the key to success? 📚 Resource Alert: During the forum, Jason referenced a Strategic publication titled “How Many Eggs? How Many Baskets?” in response to a diversification question. The paper presents a framework for rigorously examining the ideal number of investment managers to whom capital should be allocated. Check it out in the first comment! #institutionalforum #endowments #foundations #pensionfunds #IFMidAtlantic24 #strategicinvestmentgroup #marketsgroupIF

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The U.S. Department of Labor is raising fiduciary standards for IRA rollovers. Broadridge's Decision Optimizer makes documenting the recommendation easy and efficient. With the independent expertise of the Pension Resource Institute, LLC to meet new fiduciary standards, you can utilize our best-practice frameworks or customize the workflow, attestation language and evaluation criteria as you see fit. Access robust plan benchmarking data and perform the rollover analysis in a single workflow. Do it all in a real-time advisor interface centered on investor needs. Want to know more? Let’s schedule a time to talk! http://spklr.io/6045sHDW #WealthManagement #AssetManagementInsights #fiduciary #PTE

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Our third annual survey results are here! The latest CAIS-Mercer Alternative Investment Survey revealed how alternatives appear to be shifting from optional to foundational for many of the advisors we surveyed. ✔️ 9 in 10 advisors are currently allocated to alts ✔️ 5 in 10 now allocate over 10% of client portfolios to alternatives ✔️ 9 in 10 plan to increase these allocations in the next two years Neil Blundell, Chief Investment Officer of CAIS Advisors, said it best: "We're seeing a seismic shift in demand as advisors increasingly recognize the diversification and growth potential alternative investments provide.” Read the full report: https://lnkd.in/eiN3vfr2 #alternativeinvestments #financialadvisors #wealthmanagement

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🗞️ MSR Owners Turn to Futures to Hedge Interest Rate Moves🗞️ 🔗 https://lnkd.in/gqt4T99p Michael Riddle, CEO of Eris Innovations - Creators of Eris SOFR Swap futures, and Ted Carey, CFA, Executive Director of CME Group Interest Rates detail the first-hand perspectives of advisors, clearing brokers, and industry practitioners on how holders of mortgage servicing rights (MSRs) are hedging interest rate risk today. Excerpt: 'Robert Powell, SVP for RJO Fixed Income Group (FIG), reported a recent uptick in client activity. “In the past 12 months, we’ve had at least a dozen new customers start using CME Group’s Eris SOFR Swap #futures. At least half of them are using them to hedge MSR assets, and several of them are completely new to hedging altogether.”' Curious about swap futures? Learn more at www.erisfutures.com or at https://lnkd.in/gPhs2zff. #hedging #derivatives #interestrate #riskmanagement

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Many insurers are making tactical changes in 2024 – capitalizing on opportunities to trade up in quality, lock in higher rates and extend duration – according to #EQuilibrium, our annual institutional investor study. Learn how this resonates with the TIAA General Account in this Q&A with Wen-Fu Wu. #insuranceinsights

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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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