Heather Lloyd’s Post

This week is busy but with assorted engagements and I love that variation 🤹♀️ Great to spend time with Shanta Nathan today discussing asset management themes and how to navigate a potentially volatile year ahead. There's a lot of discussion on these topics currently as folk look forward through 2024 - if you'd like to discuss please DM. Have a great week 😀 #salesandmarketing #distribution #investmentmanagement

Here's a reminder: Everything you need for financial success is already inside you. 💼✨ Let Gresham Asset Management be the catalyst to unleash your potential. 🚀💪 #EmpowerYourWealth #GreshamAssetManagement #FinancialEmpowerment

Citywire Take Two CEOs: You just can’t get this at home. In this episode, executives at UBS Asset Management and J.P. Morgan Asset Management discuss why coming to the office is so important. https://bit.ly/4doWcSa #citywire #assetmanagement

Let's get to know more about Faith Asset Management and our CEO/Founder Kimalee Williams! 🏘️🧡 Stay tuned for the next part of Kimalee's story! 👀 #FaithAssetManagement #FAM #FAMily #PropertyConsulting #OurStory #OriginStory #HartfordCT #Connecticut

“We recognise that curves have moved a long way and we have therefore become more tolerant of interest rate duration, but in our view it’s not the time to extend credit spread duration given how tight spreads are.” In this article, Chris Bowie (Partner, Portfolio Management) at TwentyFour Asset Management LLP explains how he is thinking about duration within his portfolios and why, despite becoming more tolerant of duration, he is retaining his yield curve steepening bias. Read more link: https://bit.ly/4aYM54Y

Vice President at O'Shaughnessy Asset Management, Jamie Catherwood talks about Jim O’Shaughnessy's “What works on Wall Street” book and the catalyst it had for pursuing a career in the finance industry, quantitative investing factors and characteristics, tax efficient investing, and much more. Listen to this fascinating episode here ⬇️ https://lnkd.in/eM3sEtxf #InvestingMatters | #InvestorEducation | #InvestingStrategies

We have been hosting our Asset Management Luncheons for 15 years and the first one of 2024 with Davis Polk & Wardwell LLP, Dimitri Mastrocola, Brian Davis, and Allison Rosner was eye-opening as we explored the benefits of a diverse workforce within private equity. Here are our top 5 takeaways. #mlaglobal #assestmanagement #privateequity

Key takeaways from last week's Asset Management Luncheon! #mlaglobal #davispolk #privateequity #diversity #privatemarkets

Is a Recession or Correction on the Horizon? Economic uncertainty has many of us wondering if we're headed for a recession or just a market correction. While no one can predict the future with absolute certainty, it's wise to stay prepared. If you currently have money in CD accounts or money market funds, you may want to consider diversifying your portfolio. These vehicles are safe, but in times of economic change, they might not offer the growth potential you need. Now could be the perfect time to explore other opportunities in the market. I have access to several investment options that could help you not only protect your assets but also position yourself for potential growth. Let's connect and discuss how you can make your money work harder for you in these uncertain times. #FinancialPlanning #InvestmentOptions #MarketOpportunities #DiversifyYourPortfolio #WealthManagement #EconomicOutlook #RecessionPlanning #SmartInvesting #MoneyMatters #FinancialAdvice

Stansberry Asset Management (SAM) stands out as a leading private wealth firm dedicated to delivering exceptional client services. Our team, comprised of seasoned professionals in investing, financial planning, and client relationships, ensures tailored solutions for each client's unique financial journey.📈 🔎Come discover financial prosperity with SAM! #WealthManagement #AssetManagement #FinancialPlanning #RetirementPlanning