Adrian Castillo, AIF’s Post

It was great speaking with so many #retirement plan advisors this week at JUBILEE, the 2024 #RPAG National Conference in Southern California. If you’d like to continue the conversation about American Beacon Advisors solutions that may help your clients, please email sales@ambeacon.com to schedule a meeting with your local Resolute Investment Managers wholesaler.

Resolute Investment Managers is hosting a live webinar – “Why Now for Convertible Arbitrage?” – with American Beacon Advisors' sub-advisor SSI Investment Management on Wednesday, September 25, at 12:00 p.m. ET / 11:00 a.m. CT. Jay Schilling and Dagney Maseda will discuss the strategic relevance of convertible arbitrage in today’s market environment. Register here: https://ow.ly/7YpN50TjwZ5

Join my teammate – Peter Ratcliffe, vice president of National Sales, DCIO – at JUBILEE, the 2024 #RPAG National Conference, September 8-10, in Southern California. He’ll be there to speak with attendees about American Beacon Advisors solutions for #retirement plan clients and to answer your questions. We hope to see you there!

Ninety One, a strategic partner of Resolute Investment Managers, will host a live webinar on Tuesday, September 10, at 9:00 a.m. ET. Register to join Portfolio Manager Elias Erickson for an update on the performance of Ninety One’s International Franchise Strategy. Register now: https://ow.ly/wimM50Tb5Wo *Compensated promotion for Ninety One by a non-client. Receipt of compensation influences our referral of prospective clients to Ninety One. For more information: https://ow.ly/RhKG50Tb5Wn

Wishing you a happy and safe #LaborDay2024!

From TwentyFour Asset Management LLP, one of our American Beacon Advisors sub-advisors: “Jerome Powell's recent speech at the Jackson Hole Economic Symposium sent a clear message to the market: ‘The time has come for policy to adjust.’ Powell highlighted that the labour market will be the key driver in determining the direction and pace of rate cuts in the coming months.” For insights on the impact and forcefulness of Powell's words, read the latest blog post from George Curtis at TwentyFour Asset Management: https://ow.ly/t5vF50T8091 #FederalReserve #ratecuts

From TwentyFour Asset Management LLP, one of our American Beacon Advisors sub-advisors: “Recent US Consumer Price Index (CPI) inflation data brought a sigh of relief to markets, showing July inflation mostly in line with expectations. Although there was a larger than expected decline in core goods inflation, there was an increase in core services inflation driven by rising shelter costs.” Keep reading for analysis of the latest data release from TwentyFour Asset Management’s Felipe Villarroel: https://ow.ly/uCyY50SYUZU

From TwentyFour Asset Management LLP, one of our American Beacon Advisors sub-advisors: “AT1s have hit the headlines, with Julius Baer announcing a call of its $300m Additional Tier 1 (AT1) instrument.” Jakub Lichwa, Portfolio Management at TwentyFour Asset Management, believes that this call is a reflection of how issuers are carefully balancing various factors - such as market practice, reputational risks, and access to debt markets - when making call decisions. The reset level is just one piece of a much larger puzzle. He shares his insights in the latest blog: https://ow.ly/KS3E50SVZXP #AT1bonds #banks

Tomorrow, August 13, at 12:00 p.m. ET, Resolute Investment Managers will host a live webinar with Cathie Wood, ARK Investment Management LLC’s CEO, chief investment officer and founder. We’ll be discussing ARK’s performance in a volatile market and why their commitment to investing in disruptive innovation has not wavered. Register ere: https://ow.ly/rvvJ50SUYxp * Compensated promotion for ARK Invest by a non-client. Receipt of compensation influences our referral of prospective clients to ARK Invest. For more information: https://ow.ly/xTcY50SUYxo

From TwentyFour Asset Management LLP, one of our American Beacon Advisors sub-advisors: “Labour market data plays a crucial role in influencing financial markets, given that it provides insights into the number of jobs being created, the average wages being paid, and the overall unemployment rate. This is evident in that the recently released labour market data has quickly changed sentiment in markets.” Eoin Walsh, Partner and Portfolio Management at TwentyFour Asset Management, provides a recap and his analysis on the events that took place since the labour market data was released, noting that these moves seemed to have been sparked by this one data point, but there are a lot of other factors at play worth considering. Read more: https://ow.ly/C2jH50STmLF #labourmarket #financialmarkets