American Beacon Advisors’ Post

The impact of higher interest rates will continue to put pressure on markets and economic growth. While rates are expected to move lower, risks remain. The Multi-Asset Management Team of Scotia Global Asset Management discuss their outlook and portfolio positioning in the latest Global Asset Allocation Perspectives.

According to Mercer's 2024 Large Asset Owner Barometer, 39% of large asset owners are planning to increase their allocation to private credit. This comprehensive study, surveying 61 large asset owners from 16 countries with over $2trillion in assets, highlights significant insights into the evolving landscape of asset management. 📊 Key findings: 1️⃣ 90% of large asset owners have some allocations to alternative asset classes, with real estate (82%), private equity (78%), infrastructure (75%), and hedge funds (55%) leading the pack. 2️⃣ The primary reasons some large asset owners avoid private markets include complexity, liquidity requirements, and concerns over fair valuation. Albane Poulin, Head of Private Credit at Gravis, addresses the concerns about liquidity and valuation, noting that investors with a 5-10 year horizon do not need daily pricing. Independent third-party valuations are crucial for fairness. Anthony Curl, CIO at Gravis, points out the attractive risk-adjusted returns in sectors like real asset-backed credit, despite lower liquidity. As the investment landscape continues to evolve, the shift towards private credit and alternative asset classes showcases the dynamic strategies of leading asset owners. You can read more about Albane and Anthony's views here: https://lnkd.in/eN4i4hfT #PrivateCredit #AlternativeInvestments #MercerStudy (Professional investors only. Capital at risk. Past performance is not a guide to future performance.)

We were fortunate lastweek to catch up with Winston Sammut from Euree Asset Management to discuss both the RBA's decision, the outlook for inflation, and the varied nature and sectors that make up the overall property market. You can watch the interview below (recorded with the assistance of, and in the studios of Finance News Network). https://lnkd.in/gjn69_iY

Check out this week’s Life with Money article, which analyzes how different sectors of the stock and bond markets have performed from 2008 to 2023. Overall, the data shows large variation from year to year and supports the need for broad diversification.

The North American asset management industry is witnessing a paradox. Despite a 2023 recovery, stagnant revenues and profitability pressures persist. Yet, with global AUM hitting a record $132 trillion in mid-2024, opportunities abound. Strategic firms are thriving by tapping into new demand areas and leveraging scale. McKinsey's latest report reveals the potential for $8-10 trillion in new assets to be unlocked from banks, insurers, and high-net-worth investors. Dive into the latest insights from "Beyond the Balance Sheet: North American Asset Management 2024" here: https://lnkd.in/ebqJtcKs #AssetManagement #GrowthStrategy #InvestmentOpportunities #McKinseyInsights #AssetManagement #Finance #InvestmentTrends #McKinseyInsighs #Banking

A new white paper from Marblegate Asset Management contends that the US mid-market, the huge swath of the economy outside of the public market indexes and beneath the attention of headline numbers that have been fueling optimistic narratives, has entered an era of “acute financial and operating distress”. Christopher Faille #PDI #PrivateDebt #Economy #MidMarket #NorthAmerica

What will the #newyear bring? What could be the #topics for investors in #2024? Read here what we at Erste Asset Management GmbH think...

Read Claudia Preece's analysis on the changing - and potentially converging - role of portfolio manager and trader using the link below!

Hancock Whitney Asset Management team’s Market Report for week ending Augist 9th. #HWAMteam #smallcap #hancockwhitney #marketupdate #trustandassetmanagent #institutionaltrust #PCE #CPI #retailsales #federalreserve #fedfundsrate #inflation #recession #bondmaturities #USemployment #macroeconomics

#KnowGreater to kick start the week with OnePlatform Asset Management. A few market news we should keep an eye on: 💡 Fed Chair Powell: Rate Cut This Year Is Appropriate Federal Reserve Chair Jerome Powell has stated that a rate cut this year is deemed appropriate. However, it is unlikely to occur during the March meeting as officials want to see more data to ensure inflation reaches a sustained level of 2%. Powell emphasized the risk of premature action and stated that the Fed is unlikely to make significant changes to its interest rate projections. 💡 CSRC Takes Strict Measures Against Malicious Short Selling, Encourages Long-Term Capital Inflow China Securities Regulatory Commission (CSRC) chaired by Yi Huiman held a meeting to ensure market stability. CSRC emphasizes coordinated efforts to implement measures and crackdown on market manipulation, malicious short selling, and fraudulent activities. Experts suggest establishing a stabilization fund to restore market confidence and guide long-term capital into the market. Always stay-in-the-know to unleash the unlimited market potential with your one-stop investment partner - OnePlatform Asset Management News in Chinese: https://lnkd.in/gqnGyBAY News in Chinese: https://lnkd.in/ggPXwscq Fund products and portfolio management services are distributed and/or rendered by OnePlatform Asset Management Limited (a licensed corporation with SFC CE No. AFQ784). #OnePlatform #AGBA #OnePlatformAssetManagement #AllGreaterTogether