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Have investors missed the opportunity in the municipal bond market? 👉 https://lnkd.in/e9Sg2rWK Greg Gizzi, Head of US Fixed Income and Head of Municipal Bonds at Macquarie Asset Management, shares his outlook for municipal bond investors and if there is still time to take advantage of this historic opportunity. 

Rockefeller Asset Management is delighted to share our “Perspectives on the Year to Come”. This paper offers insights from our portfolio managers specializing in Small Cap, Global and International Equity, Fixed Income and Thematics. Each portfolio manager shares what lessons they learned in 2023, and where they see opportunities in the next 12 months. To access “Perspectives on the Year to Come”, click on the link below: https://lnkd.in/e3SWQQpF

Exploring the dynamics of financial markets! 📈 Our Asset Pricing Research Initiative, led by Directors Renato Lazo and Jan Sandoval, both Ph.D. Candidates in Finance, delves into understanding the factors shaping asset prices. 🌐 Advancing market insights for strategic asset evaluation and management. Read more: https://lnkd.in/eMpJh9M4 #FinanceResearch #AssetPricing #MarketInsights

With next-generation clients becoming more tech-savvy and time-conscious, the evolution of discretionary portfolio management (DPM) has become increasingly important, say Indosuez Wealth Management’s Omar Shokur and Delphine Di Pizio - Tiger. Read the full article: https://hubs.la/Q02CYTLm0

It's your LAST CHANCE to book your FREE PLACE to attend our bespoke webinar this Thursday, 13th June from 9am-10:20am, produced in partnership with Aegon Asset Management. Book now: https://lnkd.in/eunUFxZG Led by Mike Chappell, Angel Kansagra, Patrick Saner, CFA, George Arian Nijborg, and Andrew Putwain, during this webinar you will: 💡 Learn how insurers can navigate volatile and increasingly challenging global markets 💡 Explore the potential benefits of alternative fixed income 💡 Question how insurers should prepare for a market turn when risk assets are back in favour 💡 Evaluate rate cuts and how to manage core bond portfolios in the current environment.   #fixedincome #riskassets #investmenttrends #insuranceinvestor #insuranceassetmanagement #aegonassetmanagement #clearpathanalysis

Rockefeller Asset Management shares their Perspectives on 2024 and lessons from 2023.

View the latest developments, M&A activity and market metrics for the various sub-sectors within the asset and wealth management industry in this edition of Asset & Wealth Management Quarterly Insight. https://lnkd.in/eG6NxhWt

🚨 Last week we launched the second edition of the "Nature Target Setting Framework for Asset Managers and Asset Owners". This framework enables investors to act by providing recommended actions and methodologies to set targets on nature. It establishes a mechanism of accountability to address nature-loss in their investment and capital allocation decisions. 📈 What do INVESTORS say? Charlotte Apps, CFA, Lucian Peppelenbos and Aeneas Campbell (Chris) Hart, CFA Read the full guide here 👉https://lnkd.in/dNJ88gu9

View the latest developments, M&A activity and market metrics for the various sub-sectors within the asset and wealth management industry in this edition of Asset & Wealth Management Quarterly Insight. https://lnkd.in/dbGUFZMc

Adjusting the portfolio back to its original asset allocation is called 'Portfolio Rebalancing'. Rebalancing can be done by: 1. Adding new investment in the asset class which is underweighted OR 2. By selling a part of the over-weighted asset class and book the profit OR 3. By investing the profit amount to the under-weighted asset class Rebalancing can be done after taking into consideration your risk, goal and asset allocation.