The first quarter of 2024 presented a positive start for our liquid strategies. While the market may seem stable, potential challenges loom on the horizon. Inflation and geopolitical tensions are factors we closely monitor, as they could disrupt the current economic climate. Michael Galanowsky, CFA Jim McCoy Lorenzo Esparza Angie Spielman Austin Ho Francois Maximilian Schramek, CFA Justin McCurdy, CFP® Matt Gibbons Patrick McDonald, CFP® Rob Wussler Laurence Rollins, CFP® Kaden J. Funk Orin Winick #financialadvisors #alternativeinvestments To read more, download our Q1'24 newsletter. https://lnkd.in/gwDNQKG2
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📣 Hey everyone! Check out this fascinating article on the current financial climate: "US recession scare fuels searing rally in bonds, yield curve flip in view" by Reuters. The insights in this piece shed light on the impact of the recent market trends and how they could potentially influence the yield curve. It's a must-read for anyone interested in finance and the economy. #FinancialNews #EconomicTrends #MarketInsights https://ift.tt/4tP5cFf
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#MintPlainFacts | The financial crisis is over, but actions taken to tide over it have left the world with new challenges. The global economy is more fragmented and complex than it was in 2008. Here’s a report chart. Read here: https://lnkd.in/dB4Xityd
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Live Webinar: Market Insights with Professor Jeremy Siegel (Wednesday | June 19, 2024 | 4:00 PM EST) Reserve Your Spot Now - Space is Limited: https://lnkd.in/g2CNRZt7 Don’t miss this opportunity to tune into an invaluable session with Professor Jeremy Siegel and Harvest ETFs President & CEO Michael Kovacs as they provide insights on the economic climate and global markets. #HarvestSiegelWebinar #ETFInsights2024 #InvestingFuture
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The current financial climate is nothing short of a 'Goldilocks' scenario: a robust year-over-year economic growth in Q4 2023, an unemployment rate comfortably below 4%, and an inflation rate that's cooling off below 3%. In this week's Commentary, we update our 'three tactical rules', look at what we believe is causing this rally, and what this means for our portfolios. https://ow.ly/TkxV50Qyq4S
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Are you feeling confused about the current financial climate? You're not alone. Investors expectations have been taken for a wild ride the last couple years as we battle interest rates, inflation, and a confusing job market. Read our newest blog on the market's realities and how you can best prepare for what might lie ahead. https://hubs.la/Q01_fThx0
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Are you feeling confused about the current financial climate? You're not alone. Investors expectations have been taken for a wild ride the last couple years as we battle interest rates, inflation, and a confusing job market. Read our newest blog on the market's realities and how you can best prepare for what might lie ahead. https://hubs.la/Q01_fFrn0
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❓ What is the outlook for Private Equity following interest rate hikes? Investors are questioning private and public valuations amidst challenging macroeconomic environments. Join our panel of experts on 12 October, 2pm for a 1 hour webinar as they provide insights into private equity opportunities in today's economic climate. ℹ Register here: https://rb.gy/p6xpm #FutureOfPrivateEquity
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Mission Soft Landing accomplished or imminent crash? The most urgent macro question that investors and companies are asking themselves is whether the global economy has landed softly or that we are heading for a crash. The answer depends on the interplay of challenges with which policymakers, companies and the rest of society are grappling, including geopolitical tensions, brakes on free trade, climate change, the energy transition, populism and political polarisation. My latest for ECR Research https://lnkd.in/e-x3SYU #softlanding #hardlanding #politicalrisk #equities #stocks #economy #politics #geopolitics
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Amid a challenging mix of volatile interest rate and inflation outlooks and an uncertain geopolitical landscape, multi-strategy #hedgefunds continue to receive capital as well as media ink. Partner Mark Kollar discusses why that is and what's happening in The Alternative Investor. Read more below and subscribe to the column here ➡️ https://lnkd.in/dvhKfG9D
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