Anne Kvanbeck

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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We have just seen a further pullback in Fed policy expectations for 2024. What are the implications of higher for longer rates for credit investors? Read our Q2 2024 Credit Outlook for an in-depth analysis. https://ow.ly/3nlh50RfHAx

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Find out how the new Allspring Broad Market Core Bond ETF (AFIX) could serve as a strong core component for your fixed income portfolio. https://allsprg.co/49rfCFi #ETF #AllspringETFs #ActiveETFs #FixedIncome -------------------- Important Disclosures Carefully consider a fund’s investment objectives, risks, charges, and expenses before investing. For a current prospectus and, if available, a summary prospectus, containing this and other information, visit allspringglobal.com. Read it carefully before investing. Investing involves risk, including the possible loss of principal. Allspring ETF Funds are not available for distribution outside of the United States. Allspring Funds Distributor, LLC (Member FINRA/SIPC).

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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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An excellent reminder about the benefits of multi-manager investing from Megan Roach, CFA. Multi-manager, multi-style investing is not a new idea. It’s the way institutional investors, such as defined benefit (DB) plans, have been investing for decades. DB plans would never invest all their assets with one underlying investment manager – especially across asset classes, but not even within asset classes. This is a lesson learned long ago by many large defined contribution investment committees, and a strategy that should be considered by plans of all sizes. Happy National 401(k) Day! #National401kDay #401k #definedcontribution #DC #retirement #savings

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When fundamental value creation becomes the largest driver of performance, investors may want to go where it’s always mattered most. Learn why we believe the U.S. middle market will continue to provide an attractive opportunity set versus large and mega cap managers in this new article. https://bit.ly/4cvujHe #PrivateEquity #MiddleMarket

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In today’s investing landscape, financial advisors are facing key decisions on whether to outsource investment management or use a third-party manager for their investment process and the portfolios they offer to their clients. In my latest blog post, Kara Dombroski, CIMA® and I tackle this question and dive into the benefits of outsourcing investment management for financial advisors. Here's a quick summary of the key takeaways: + Time Savings: Free up an average of 8.4 hours per week on investment management. + Improved Client Satisfaction: Strengthen relationships and increase client retention with specialized expertise. + Reduced Costs: Over 50% of advisors report decreased operating costs, with many seeing savings of 5% or more. At WisdomTree, we offer comprehensive support for advisors looking to streamline their investment processes. Whether you prefer to build your own portfolios or leverage our Model Portfolio Investment Team, we've got you covered. Advisors, check out the blog for more on how our Portfolio Solutions Program can help advisors looking to outsource their investment process.

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According to PM Nick Venditti, there are opportunities for investors to take some risk in #MunicipalBonds and pick up additional #yield. Learn more in this CNBC clip. https://allsprg.co/3YmnfHT #FixedIncome #munis

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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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Two of Allspring’s fixed income teams provide examples of how they have exploited pricing inefficiencies through thorough credit research and careful portfolio management. https://allsprg.co/3U2VouV

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Check out our latest article: Fixed Income: Time to Re-evaluateposures, Consider CLOs: https://okt.to/nTj9h6 The years 2022-2024 have certainly put fixed income and alternative credit portfolios to the test due to rising interest rates and changing expectations for cuts. @Kathryn spoke with @Mathias about what investors should be looking at right now. With high yield bond spreads approaching historic lows, he points out that leveraged loans might be very appealing and mentions an incredible “once-in-a-lifetime arbitrage opportunity” in CLO equity. #FixedIncome #Investment #onyourside

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Are your clients seeking a globally diversified bond strategy with enhanced income potential? The new Allspring Income Plus ETF (AINP) may be the right choice. PM Noah Wise explains why in this clip. https://allsprg.co/49rfCFi #ETF #AllspringETFs #ActiveETFs #FixedIncome -------------------- Important Disclosures Carefully consider a fund’s investment objectives, risks, charges, and expenses before investing. For a current prospectus and, if available, a summary prospectus, containing this and other information, visit allspringglobal.com. Read it carefully before investing. Investing involves risk, including the possible loss of principal. Allspring ETF Funds are not available for distribution outside of the United States. Allspring Funds Distributor, LLC (Member FINRA/SIPC).

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Markets have priced in a soft landing in the US. But as we all know, markets can be wrong. Pilar Gomez-Bravo, Co-CIO Fixed Income, explores three tail risks to this scenario and how we are positioning portfolios for them. bit.ly/3wS1E00.

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📣Join us for our April Roundtable! We discuss the current market environment and portfolio positioning in light of recent economic data coupled with the kickoff of earnings season. Watch now: https://lnkd.in/ecnZCMUr #ManagedAssetPortfolios #webinar #ValueInvesting

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