Anders Dahlstrom

In this month’s First Eagle Alternative Credit update, Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler explains how repricing drove spread compression in 2024 and where the team is seeking relative value while keeping overall credit quality at fairly prudent levels. https://bit.ly/3DwAiiY

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Fidelity Managed Portfolios adding three new liquid alternative strategies. Ilan Kolet, institutional portfolio manager, outlines the strategy behind the addition of liquid alts and the benefits they may provide to Fidelity Managed Portfolios. Watch the full video: https://ow.ly/JSRq50RHli9 #FidelityCanada

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Curious to know how global fixed-income market opportunities have evolved over time? Tune into an engaging podcast with PIMCO’s Group CIO Dan Ivascyn and Fund Evaluation Group’s CIO Greg Dowling for a deep dive on this and other topics relevant to investors today. Listen now → https://lnkd.in/dPe3E3qY #fixedincome #marketopportunities

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Issuance of asset-backed securities (ABS) has boomed over the past year. Is this an expansion of the opportunity set, or an example of late-cycle behavior? Listen as TCW's Securitized team discuss the drivers of growth in issuance and which areas of the market they view as compelling: https://tcwgrp.com/1e3xxr

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In this week's equity highlights we focus on the results from our newest equity risk monitor, which details Russell 1000 through the lens of the Axioma US5.1 equity models. https://lnkd.in/e-YNQapy #russell1000 #equityriskmodels

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The US structured products market continues to grow, supported by investor demand and strong yet volatile markets. We assess their recent performance. A version of this article authored by Tim Mortimer was originally published by SRP. https://lnkd.in/ebMBh-xj #StructuredProducts #Investment #Research #Analysis #StressTest #Valuations #Consultancy #B2B

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⭕ Harnessing the Power of Ichigo Ichie (一期一会) In this year’s President’s Letter, I reflect on the markets, the balance between long-term resilience and short-term adaptability, and our excitement about the opportunities ahead. 📊 Link to full letter is below Orbis Investments

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What is Power-to-X and how can it fill the gaps in the renewable energy journey and help technologies extend into new sectors in the future? Read our latest digital article. #nuveeninfra

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Beryl Elites is excited to welcome Peter Boockvar, Chief Investment Officer, Bleakley Financial Group to the 6th Annual Beryl Elites Alternative Investment & Data Revolution - Thought Leadership Conference, taking place on October 28-29 in New York City. 🗓️ To Attend, Speak or Sponsor, and learn more about our October 28-29 annual conference: [REGISTER] 👉 https://lnkd.in/eurGJ-bu [Detailed AGENDA Oct 28-29] 👉https://lnkd.in/eVsyUecS ✅ For a look at our impressive lineup of past panels and speakers 💡 covering both public and private markets, visit our Beryl Elites channel, now with over 900 videos and 40,000 subscribers, including managers, allocators, investment bankers, and members of the buy- and sell-side community: 🎬[BERYL ELITES CHANEL] 👉 https://lnkd.in/eZEs-3Ri Stay up-to-date on global financial markets, receive updates on our upcoming October Conference, and be the first to know about future events by clicking “FOLLOW” on this page. #AlternativeInvestments #hedgefunds #globalmacro #pensionfunds #berylelites

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With the 2024 US presidential election on the horizon, the stakes are high for the tech sector and innovation-driven industries. Franklin Equity Group discusses how different election outcomes could shape America's tech leadership and innovation landscape. https://lnkd.in/gBPWe2qH.

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Despite the recent Non-Farm Payroll (NFP) reports being lauded as "strong" and "solid," a critical underlying metric tells a different story. The Implied Hiring Rate has actually plummeted in the last two NFP reports, exposing a glaring disconnect between surface-level praise and deeper labor market dynamics. Is this time different?

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Investors prioritize outcomes, aiming for quality results while minimizing disappointments. How can we maximize our desired outcomes effectively? In the fixed income sector, the potential upside is known, and current yields offer more potential gains than in recent history. Learn about quality investing from Ben Hayward at TwentyFour Asset Management. Read more: https://bit.ly/3WRn1JB #Vontobel #FixedIncome

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In a recent Top of the Morning podcast, Paul H., Daniel Cassidy, and I discussed our recent report assessing the likelihood of a "Roaring '20s" scenario for the US economy. We touched on what the scenario looks like, the key drivers for it to happen, how policy is a wildcard that could make the scenario more or less likely, and general investment implications if it were to happen. Listen to the podcast for all the details. #shareubs https://lnkd.in/eTrGnzCv

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[NEW REPORT] We are pleased to share the findings from the third annual CAIS-Mercer Alternative Investment Survey. The report uncovers insights from over 500 financial advisors exploring key themes such as current allocations across key alternative asset classes and expected adjustments over the next few years. Download the full report to discover the latest trends in alternative investing. bit.ly/41zyU9A #AlternativeInvestments #investing #WealthManagement #investments

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Huge news in #cta #etf land: AlphaSimplex Group went live today with their managed futures ETF, $ASMF. Important points: - ASG put factor replication of #hedgefunds on the map when Andrew Lo wrote the seminar paper in 2006 (which convinced this guy 👆 to try to commercialize it....). ASMF has, at its core, replication. - Like Man Group, ASG runs a great #mutualfund and now is jumping into the ETF pond. The ecosystem keeps growing and more and more investors will have access to "institutional quality" managed futures products in client-friendly wrapper. - Virtus Investment Partners now owns ASG and is an investment powerhouse that can drive widespread investor education, led by the exceptional Kathryn Kaminski, PhD, CAIA, who coined the term "crisis alpha." To beat the DBi drum: managed futures ETFs represent around 0.02% of the ETF world. This for a strategy that arguably has more diversification value than any other liquid alternative. This is a greenfield, transformational opportunity that already has attracted the likes of Corey Hoffstein with ReSolve Asset Management, Jerry Parker, Mt. Lucas Management (with KraneShares), Simplify to join us, our partners at iM Global Partner, and comparative veterans WisdomTree Asset Management and First Trust. Grow the pie! https://lnkd.in/epfXYHTR

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For insight on the mid-cap space, check out this video featuring Boston Partners' Tim Collard, portfolio manager of John Hancock Disciplined Value Mid Cap Fund: https://lnkd.in/eK7u6DMW Learn more about John Hancock Disciplined Value Mid Cap Fund (JVMIX): https://lnkd.in/eVN7UdjB #JohnHancockProduct #ActiveManagement

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In preparing for the upcoming SEC rules for central clearing in the US Treasury market, market participants have important decisions to make which will have an impact on the future shape of their Treasury business. At Broadridge, we're ensuring our clients adapt smoothly and remain complaint. Learn more about how to choose the right clearing access model for your firm and how we can help to ease your transition. http://spklr.io/6041s0zd #SponsoredRepo #Regulation #FinancialServices #DistributedLedgerRepo

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