BBH Investor Services’ Post

As we drive into the new year, let's dive into some contrasting perspectives on the Private Credit Landscape... ...One the one hand, the article below suggests a measured outlook for 2024, with persistent inflation and anticipated economic slowdown suggesting a cautious approach... https://lnkd.in/eVhKRTdb ....On the other side, Oliver Wyman has come out and suggesting strong robustness driven primarily by continued bank regulation (something we discuss frequently here at Allvue)... https://lnkd.in/eYDBj5Cx Feel free to reach out to our experts to discuss the divergence and how we're helping customers navigate these markets! #MarketInsights #FinancialOutlook #PrivateCredit #EquityMarkets #InvestmentStrategy

According to some of the largest financial institutions, we will likely see more dispersion, more volatility, and plenty of opportunities in 2024. In this insight, we compare and contrast the outlooks of these financial institutions to provide you with a view of where markets might go in 2024. There seems to be some consensus on what to expect from interest rates and credit markets, while some firms have starkly different views on equity markets. https://lnkd.in/eXhTwaqC For financial advisors only. IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2q hashtag #MarketOutlook #MarketResearch #IndustryInsights #InvestmentOpportunities #MarketAnalysis #marketvolatility #alternativeinvestments

According to some of the largest financial institutions, we will likely see more dispersion, more volatility, and plenty of opportunities in 2024. In this insight, we compare and contrast the outlooks of these financial institutions to provide you with a view of where markets might go in 2024. There seems to be some consensus on what to expect from interest rates and credit markets, while some firms have starkly different views on equity markets. https://lnkd.in/eXhTwaqC For financial advisors only. IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2q #MarketOutlook #MarketResearch #IndustryInsights #InvestmentOpportunities #MarketAnalysis #marketvolatility #alternativeinvestments  

Income has returned to credit due to higher-for-longer interest rates. We seek out pockets of credit where investors are better compensated for risk. Watch my colleague Devan Nathwani, Portfolio Strategist, share more in this week’s #MarketTake👉 https://1blk.co/3XLYfep

https://lnkd.in/eFWZf-yg “We are reaching a point where, no matter what your view on rates or the economy or the market is, we believe business leaders should be focusing less on where we are going and more on protecting against their businesses unique exposures, whether it be rates or currencies or some other type of risk, so that they have downside protection regardless of how markets respond to the broader macro backdrop.” Charlotte McLaughlin, president and chief executive officer of PNC Capital Markets LLC. #PNCalabama #capitalmarkets

📊 Stay up to date with all the market news 🌏 The first half of 2024 saw market turbulence due to fluctuating economic indicators, political developments, and varied corporate performance. Despite challenges, the ASX gained 4.3%. 🌐 Key events included a strong January, interest rate concerns in February, banking sector issues in March, a tech surge in April, geopolitical tensions in May, and mixed economic signals in June. 🔗 Read more below...

Although the outlook for the interest rate environment remains unclear, businesses should be prepared to take action to achieve objectives in 2024. Learn more from the PNC 2024 Capital Markets outlook, including perspectives from Interest Rate Derivatives, Fixed Income Securities, Foreign Exchange and Financial Institutions Group (FIG): https://lnkd.in/eY3sfini

The financial markets are living ecosystems in which a myriad of factors influence both the movement of prices and the emotions of #investors https://lnkd.in/e7N2zeA3

#FitchRatings #nonbank financial institutions mid-year #outlook for 2024 remains unchanged, with ‘deteriorating’ outlooks for developed market finance and leasing companies (FLCs) due to higher rates impacting asset quality and funding. Emerging market FLCs maintain ‘neutral’ outlooks, with significant divergence influenced by macroeconomic challenges and geopolitical risks. Learn More: https://ow.ly/tGjI50SpzYX

The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after the summer months (at the earliest), the “higher for longer” narrative has kept a lid on any sort of bond market rally. While falling interest rates help provide price appreciation in this higher-for-longer environment, fixed income investors are likely better served by focusing on income opportunities, which has been the traditional goal of fixed income investors. Check out this week's Weekly Market Commentary for thoughtful insights on market news! https://hubs.li/Q02HsKlw0