Madeleine Sinclair

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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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

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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

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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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Cash has had a good run, but are expected rate cuts signaling danger ahead? Brad Rutan and Jenine Garrelick discuss what federal funds and cash yield correlation could mean for your clients and what you can do about it. Register today. bit.ly/4dOYBWI.

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Cash has had a good run, but are expected rate cuts signaling danger ahead? Brad Rutan and Jenine Garrelick discuss what federal funds and cash yield correlation could mean for your clients and what you can do about it. Register today. bit.ly/4dOYBWI.

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After April’s volatility, you won’t want to miss the latest Straight Talk. Join Brad Rutan and Equity Portfolio Manager Nevin Chitkara as they explore: - Current market environment - Importance of downside risk management - Understanding what you own bit.ly/3wkoflS.

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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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[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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[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/49Gtprx #AlternativeInvestments #investing #WealthManagement #investments

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Is your executive compensation program ready for an IPO? Discover best practices for private companies and learn why we believe "an effective pay plan can help attract and retain top talent, motivate senior leaders to achieve defined business objectives, align their interests with shareholder outcomes, and improve the company’s overall financial performance."

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In the latest edition of Research Viewpoints, Oppenheimer Asset Management’s Consulting and Alternative Investment teams share their view that while mega-cap stocks appear extended, there may be opportunities in what they find to be reasonably valued segments like large cap value, small cap equities, core fixed income, and diversifying strategies. Read about this and more in our latest edition.

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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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