The first quarter of 2024 presented a positive start for our liquid strategies. While the market may seem stable, potential challenges loom on the horizon. Inflation and geopolitical tensions are factors we closely monitor, as they could disrupt the current economic climate. Michael Galanowsky, CFA Jim McCoy Lorenzo Esparza Angie Spielman Austin Ho Francois Maximilian Schramek, CFA Justin McCurdy, CFP® Matt Gibbons Patrick McDonald, CFP® Rob Wussler Laurence Rollins, CFP® Kaden J. Funk Orin Winick #financialadvisors #alternativeinvestments To read more, download our Q1'24 newsletter. https://lnkd.in/gwDNQKG2
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📣 Hey everyone! Check out this fascinating article on the current financial climate: "US recession scare fuels searing rally in bonds, yield curve flip in view" by Reuters. The insights in this piece shed light on the impact of the recent market trends and how they could potentially influence the yield curve. It's a must-read for anyone interested in finance and the economy. #FinancialNews #EconomicTrends #MarketInsights https://ift.tt/4tP5cFf
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Are you feeling confused about the current financial climate? You're not alone. Investors expectations have been taken for a wild ride the last couple years as we battle interest rates, inflation, and a confusing job market. Read our newest blog on the market's realities and how you can best prepare for what might lie ahead. https://hubs.la/Q01_fThx0
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❓ What is the outlook for Private Equity following interest rate hikes? Investors are questioning private and public valuations amidst challenging macroeconomic environments. Join our panel of experts on 12 October, 2pm for a 1 hour webinar as they provide insights into private equity opportunities in today's economic climate. ℹ Register here: https://rb.gy/p6xpm #FutureOfPrivateEquity
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#MintPlainFacts | The financial crisis is over, but actions taken to tide over it have left the world with new challenges. The global economy is more fragmented and complex than it was in 2008. Here’s a report chart. Read here: https://lnkd.in/dB4Xityd
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Live Webinar: Market Insights with Professor Jeremy Siegel (Wednesday | June 19, 2024 | 4:00 PM EST) Reserve Your Spot Now - Space is Limited: https://lnkd.in/g2CNRZt7 Don’t miss this opportunity to tune into an invaluable session with Professor Jeremy Siegel and Harvest ETFs President & CEO Michael Kovacs as they provide insights on the economic climate and global markets. #HarvestSiegelWebinar #ETFInsights2024 #InvestingFuture
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Are you feeling confused about the current financial climate? You're not alone. Investors expectations have been taken for a wild ride the last couple years as we battle interest rates, inflation, and a confusing job market. Read our newest blog on the market's realities and how you can best prepare for what might lie ahead. https://hubs.la/Q01_fFrn0
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🔍A Lens into Quantitative Strategies: Moderating Returns & Mean Reversion in 2024 The financial landscape is in flux, and as we embrace the challenges of the current higher interest rate environment, a new article suggests a reality check for the Everything Rally in 2024. Key Insights: ➩ Moderating Returns: Despite a stellar 2023, real returns are on a moderation trend, raising questions about sustainability. ➩ Super Cycle Shift: The article unpacks the implications of the ongoing downward trend in long-term real returns, signalling potential shifts in market dynamics. ➩ Vulnerabilities: Higher valuations and unexpected economic shifts make the market more vulnerable to downturns, presenting unique challenges for 2024. ➩ Historical Context: Drawing parallels with historical super-cycles, the article explores the rarity of sustaining high returns and the mean-reverting nature of real returns. Is the current financial climate signalling a need for a mean reversion reality check? Explore the nuances and potential opportunities in the full article. 🔗 Read More: https://lnkd.in/eHUEPEbA 💬 Join the Discussion: Share your thoughts on how mean reversion and volatility could shape investment strategies in 2024. Connect with the financial community and stay informed. #FinancialMarkets #StatisticalArbitrage #InvestmentStrategies #MarketRealities #MeanReversion #2024Outlook
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Mission Soft Landing accomplished or imminent crash? The most urgent macro question that investors and companies are asking themselves is whether the global economy has landed softly or that we are heading for a crash. The answer depends on the interplay of challenges with which policymakers, companies and the rest of society are grappling, including geopolitical tensions, brakes on free trade, climate change, the energy transition, populism and political polarisation. My latest for ECR Research https://lnkd.in/e-x3SYU #softlanding #hardlanding #politicalrisk #equities #stocks #economy #politics #geopolitics
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Live Webinar: Market Insights with Jeremy Siegel (Wednesday | June 19, 2024 | 4:00 PM EST) Reserve Your Spot Now - Space is Limited: https://lnkd.in/g2CNRZt7 Don’t miss this opportunity to tune into an invaluable session with Professor Jeremy Siegel and Harvest ETFs President & CEO Michael Kovacs as they provide insights on the economic climate and global markets. #HarvestSiegelWebinar #ETFInsights2024 #InvestingFuture
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