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Sep 11, 2024 | 
citywire.com | Phil Oakley |David Gutierrez |Atholl Simpson |Nicola Blackburn
Joanne Driscoll discusses how to achieve liquidity while investing in the best fixed income products available and while doing so, achieve positive returns. Discover Putnam Ultra Short Duration Income strategy here at Franklin Templeton. By clicking the “Watch the video” button above, you agree to Citywire sharing your name, company and corporate email address with the video’s sponsor.
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Sep 11, 2024 | 
citywire.com | David Gutierrez |Phil Oakley |Atholl Simpson |Nicola Blackburn
This is part one of our series on the Elite Companies global top 10.
It’s been a shaky period for high-flying technology shares, but tech titans remain hugely popular with the top fund managers tracked by Citywire Elite Companies.
Six of the current top 10 stocks globally fit this billing. Four of them are listed in the US and among the so-called Magnificent Seven stocks, and today we’re reviewing why managers are mad keen on two of them: Alphabet (US:GOOGL) and Meta (US:META).
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Sep 10, 2024 | 
citywire.com | David Gutierrez |Atholl Simpson |Nicola Blackburn |Angus Foote
Even though analysts’ geopolitical focus in recent years has been centered on China, the war in Ukraine, and the conflict between Israel and Hamas, there is one region strategically close to the United States that has the potential to become a major focus in the next ten years: Latin America, or LATAM. What is the basis for this assertion?
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Sep 10, 2024 | 
citywire.com | Selin Bucak |David Gutierrez |Atholl Simpson |Nicola Blackburn
UBS International’s Coral Gables office has added two new senior advisors. Omar Castro and Javier Villanueva joined the bank according to Katherine Lapadula, managing director and market executive of UBS Florida International. Omar Castro started his career at JP Morgan Private Bank as executive director in 2012. After 6 years at the bank, he joined Merrill Lynch where he worked as a private wealth manager until this month.
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Sep 3, 2024 | 
citywire.com | David Gutierrez |Diego Montes |Isabella Elwaw |Atholl Simpson
The Madison Group has officially joined UBS, marking an expansion of UBS’s footprint in the New York International Market. The announcement was made by Michael Sarlanis, managing director and market executive in UBS’s New York International team.
Sarlanis expressed his enthusiasm about the new addition. ‘I am pleased to announce that The Madison Group has joined UBS in the New York International Market.
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Sep 3, 2024 | 
citywire.com | Diego Montes |David Gutierrez |Atholl Simpson |Nicola Blackburn
Could you describe how you conduct your fund selection process? We have the advantage of working with an open structure, meaning we are not exclusive to any manager. We can choose to sign agreements with the fund houses we believe perform best, depending on the asset class. Since the universe of funds is vast, we’ve developed our own Fund Selector, which ranks the top funds by category and subcategory (for example, U.S. Equity Value).
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Aug 28, 2024 | 
citywire.com | David Gutierrez |Atholl Simpson |Nicola Blackburn |Angus Foote
Even though analysts’ geopolitical focus in recent years has been centered on China, the war in Ukraine, and the conflict between Israel and Hamas, there is one region strategically close to the United States that has the potential to become a major focus in the next ten years: Latin America, or LATAM. What is the basis for this assertion?
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Aug 27, 2024 | 
citywire.com | David Gutierrez |Atholl Simpson |Nicola Blackburn |Angus Foote
Joanne Driscoll speaks about the Ultra Short Duration Income Fund and how interest rates and credit spreads are its drivers. Discover Putnam Ultra Short Duration Income strategy here at Franklin Templeton. By clicking the “Watch the video” button above, you agree to Citywire sharing your name, company and corporate email address with the video’s sponsor.
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Aug 27, 2024 | 
citywire.com | David Gutierrez |Atholl Simpson |Nicola Blackburn |Angus Foote
En el mundo posterior a la gran moderación, los inversores institucionales se enfrentan a un entorno radicalmente nuevo. Es preciso reexaminar los supuestos subyacentes que han guiado muchas estrategias de inversión en los últimos 40 años.
De acuerdo con la encuesta EQuilibrium 2024 de Nuveen, la gestora de inversiones de TIAA, la mayoría de los inversores institucionales coinciden en que hemos entrado en un periodo de elevada incertidumbre macroeconómica y geopolítica.
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Aug 27, 2024 | 
citywire.com | David Gutierrez |Maddalena Liccione |Atholl Simpson |Nicola Blackburn
Aunque la democratización de los alternativos se encuentra en sus primeras fases, los inversores privados representan una reserva cada vez mayor de capital potencial. De hecho, los inversores en patrimonio privado, incluidos los gestores patrimoniales y family offices de UHNWI, muestran un interés creciente por los activos alternativos, ya que el patrimonio neto de los más ricos a nivel mundial ha aumentado en los últimos años.
