Albert Barbaro’s Post

Join Resolute Investment Managers' affiliate and American Beacon Advisors' sub-advisor SSI Investment Management for a live webinar – “Why Now for Convertible Arbitrage?” – 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/7Jqg50Tjx2T

Register to join Ninety One Portfolio Manager Elias Erickson for a live webinar on Tuesday, September 10, at 9:00 a.m. ET. He’ll provide an update on the performance of Ninety One’s International Franchise Strategy. Register now: https://ow.ly/UBEJ50Tb68z *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/M00w50Tb68y

I hope everyone has a fantastic #LaborDay2024!

From our American Beacon Advisors sub-advisor TwentyFour Asset Management LLP: “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/piJn50T80ao #FederalReserve #ratecuts

From our American Beacon Advisors sub-advisor TwentyFour Asset Management LLP: “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/7nrb50SYV3U

From our @AmericanBeacon sub-advisor @TwentyFour: “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/Hjt850SVZWW #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/FTOJ50SUYwU * 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/XtT250SUYwT

From our American Beacon Advisors sub-advisor TwentyFour Asset Management LLP: “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/rtPk50STmQb #labourmarket #financialmarkets

Resolute Investment Managers is hosting a live webinar featuring Cathie Wood of ARK Investment Management LLC on Tuesday, August 13, at 12:00 p.m. ET. She’ll be addressing ARK’s recent performance in a volatile market and provide an outlook for 2024 and beyond. Register here: https://ow.ly/8sLC50SRzwU * 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/P5BQ50SRzwW

Curious about what American Beacon Advisors sub-advisors think about the economy, inflation, Federal Reserve policy and the U.S. equity market? Read the latest Pulse Survey: https://ow.ly/v51v50SQo7b