Brian Casey

With the goal of increasing platforms and opportunities to trade stocks in the U.S., the Texas Stock Exchange (TXSE) is soon to emerge as a new stage in the financial markets. Authorized in Dallas, Texas, the stock exchange hopes to level the playing field against the NASDAQ and NYSE, which continue to face headwinds involving company dissatisfaction, rising compliance costs, and newer rules like the one setting targets for board diversity at NASDAQ. To learn more, read our latest insight: Crystal Capital Partners | Plans To Launch The New Texas Stock Exchange (crystalfunds.com) For registered investment advisors only. IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2Q #Finance #StockMarket #Investing #CapitalMarkets #Trading #NASDAQ #NYSE #Innovation #TexasBusiness

3

With the goal of increasing platforms and opportunities to trade stocks in the U.S., the Texas Stock Exchange (TXSE) is soon to emerge as a new stage in the financial markets. Authorized in Dallas, Texas, the stock exchange hopes to level the playing field against the NASDAQ and NYSE, which continue to face headwinds involving company dissatisfaction, rising compliance costs, and newer rules like the one setting targets for board diversity at NASDAQ. To learn more, read our latest insight: https://lnkd.in/eKv3DbqC For registered investment advisors only. IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2Q #Finance #StockMarket #Investing #CapitalMarkets #Trading #NASDAQ #NYSE #Innovation #TexasBusiness

5

1 Comment

It was a pleasure participating in Nicsa Talk, a podcast where leaders in the asset management industry share their experiences and lessons in their career. A couple of takeaways I share are how the asset management industry is a great place to learn every day from clients, employees and the markets. And while it is good to have career goals, always be open to opportunities that you might never have thought of on your own. https://lnkd.in/gxhbnJWD

49

A thoughtful look at a timely topic in our current valuation and debt cycle.

16

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

2

What are the key factors impacting your portfolio in 2025? Join Capital Group’s Mike Gitlin and Jody Jonsson as they assess the evolving investment landscape and identify opportunities for the year ahead. bit.ly/41Xq3yj To earn 1 hour of #CEcredit for CFP and CIMA designations and receive materials, visit CapitalIdeasWebinars.com #CapitalIdeas Important disclosures: bit.ly/3PnuIlT

1

What are the key factors impacting your portfolio in 2025? Join Capital Group’s Mike Gitlin and Jody Jonsson as they assess the evolving investment landscape and identify opportunities for the year ahead. bit.ly/41Xq3yj To earn 1 hour of #CEcredit for CFP and CIMA designations and receive materials, visit CapitalIdeasWebinars.com #CapitalIdeas Important disclosures: bit.ly/3PnuIlT

1

What are the key factors impacting your portfolio in 2025? Join Capital Group’s Mike Gitlin and Jody Jonsson as they assess the evolving investment landscape and identify opportunities for the year ahead. bit.ly/4a02FlP To earn 1 hour of #CEcredit for CFP and CIMA designations and receive materials, visit CapitalIdeasWebinars.com #CapitalIdeas Important disclosures: bit.ly/4a1rIoI

3

joel guglietta, phd proprietary Labor Market Strength Index—a composite of Non-Farm Payrolls, the Unemployment Rate, the KC Fed Labor Market Conditions Index, and Jobless Claims—has taken a notable downturn in recent weeks. The value of this multi-factor indicator lies in its ability to capture broader trends. And right now, the trend has fallen to recessionary level. Popular indicators are supporting this view: the Sahm rule has been triggered, the three-month average for private payroll gains has also fallen to recessionary levels while DoubleLine CEO Jeff Gundlach unemployment rules have also been triggered, when the unemployment rate surpasses its 36-month moving average, it has historically signaled an impending recession. We increased long position in 2Y U.S. Treasuries. The decision reflects our view that softening labor markets could weigh on growth and, in turn, exert downward pressure on short-term rates. We refrain from turning outright bearish as some of our leading indicators (survey based) are pointing toward a potential US re-acceleration. These survey probably reflect the optimism around Trump policies and will have to be confirmed by real activity in the coming months. #InvestmentStrategy #MacroInsights #LaborMarket #Treasuries #RiskManagement

7

Looking for insights that could sharpen your investment strategy heading into 2025? Join PIMCO experts Libby Cantrill, Head of Public Policy and David Hammer, Head of Municipal Bond Portfolio Management at #SchwabIMPACT®️ on November 20 for an in-depth analysis of how U.S. presidential election results may affect policy, taxes, and municipal bonds.

22

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

3

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

5

The conflicting trends in the bifurcated U.S. economy are sending mixed signals and creating challenges for both central bankers and investors. Hear from Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) as they discuss the potential implications for credit investors. Read the piece: https://ow.ly/OQ7K30sFGa2

1

The conflicting trends in the bifurcated U.S. economy are sending mixed signals and creating challenges for both central bankers and investors. Hear from Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) as they discuss the potential implications for credit investors. Read the piece: https://ow.ly/fLs230sFH1I

7