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Click here to read this on StonyFinLab.org
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Interesting Resources We Found for You
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1. Are Bond Investors Ready for a U.S. Industrial Revolution? (Wellington Management): [Click here]
Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.
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2. What a Second Trump Terms Means for You (ING): [Click here]
Trump’s victory means there are more ‘known unknowns’ than even that other Donald, Mr Rumsfeld, could ever get his head around. But I’m going to try to cut through the bluster and the electioneering promises to sketch where we’re headed next. One thing’s for sure: an emboldened Donald Trump is not good news for Europe.
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3. Short Duration Q3 2024 Recap, Portfolio Actions & Outlook (MetLife IM): [Click here]
With high volatility, geopolitical dynamics, the Presidential election and Federal Reserve’s course of action keeping the market on the fence, MetLife Investment Management recaps the third quarter for short duration bonds and shares our year-end outlook, sector by sector.
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4. Economic, Investment and Portfolio Construction Implications of the 2024 Election (Nuveen): [Click here]
Explore post-elections insights from Nuveen specialists on the economic impact of the change to Congress and the presidency and their potential policies.
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5. Markets Got Trumped: What Investors Need to Know (Global Market Strategy): [Click here]
Trump has won the presidency, and though full Congressional control may not be known for a couple of days, the result is highly investable. Below is an update (as of 9:30 am on November 6) of where we stand and what investors can take away.
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Join CFA Institute and Bloomberg experts Marko Papic, Nathan Dean and Alex Roever as they share strategic insights on managing portfolios in the post-election period. The webinar is on November 21, 2024
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The 11th Annual Central States Institutional Forum is the region's leading conference for pension funds, insurance companies, foundations & endowments, hospital plans, sovereign wealth funds and consultants from throughout the region. The conference is on November 21, 2024
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Thanks to our members and volunteers (Wenjin Feng and Yuelin Peng) for contributions to this newsletter.
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