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Outlook for Q4

Four Secular Trends That Offer Long-Term Certainty Amid Short-Term Volatility

"Putting money back to work" was the theme under which Oddo BHF AM recently presented its macroeconomic and market outlook in Madrid for the next four months. Laurent Denize, the firm’s Chief Investment Officer, led the presentation, focusing on three concepts investors should consider to capitalize on market trends: rotation, duration, and carry. Denize clarified ...

NewsMarkets

The Expert's View

Public Debt Investors Adjust Outlook on Rate Cuts

The disparity in views seen in the updated September dot plot regarding the official rates' positioning at the end of 2024 has become more turbulent this week. While the median projection suggests up to three additional rate cuts (with nine bankers projecting 4.375%), there are seven others who only see two cuts. On the extremes, ...

NewsMarkets

The Experts' View

In the U.S. Elections, the Devil Is in the Details: Deficit, Result Disputes, and Volatility Through 2025

The U.S. presidential election campaign is intensifying. Early voting has already begun, including in some of the key swing states that could be decisive. International asset managers recognize that investors worldwide are analyzing how this close race might impact markets. “As expected, Vice President Harris’s policies are quite similar to those of President Biden. This ...

NewsMarkets

Insights by Thornburg Investment Management

“This is Actually a Good Time to Be Invested in Fixed Income, But Investors Need to Be Thoughtful”

“This is actually a very good time to have a substantial allocation to fixed income after the normalization of two years ago.” These words are from Christian Hoffmann, head of fixed income and a portfolio manager for Thornburg Investment Management. Hoffmann recently sat for an interview with Funds Society to offer insights into the current ...

NewsRegulation

It Was Pleaded Guilty

TD Bank Will Pay Fines Amounting to About $3 Billion in the U.S. for Practices That Facilitated Money Laundering

The U.S. Department of Justice accused Toronto's TD Bank of fraudulent actions that enabled criminal money laundering activities and imposed fines of about $3 billion. The bank pleaded guilty to the accusations of failing to implement adequate controls for almost a decade to detect and prevent the laundering of funds from illicit activities. "TD Bank ...

NewsMarkets

According to New Horizon Aircraft

Managers Believe That Small and Micro Caps Will Benefit From the Fed’s Rate Cuts

The latest survey by New Horizon Aircraft reveals that 75% of fund managers specializing in the small and micro-cap segment believe the interest rate cut cycle initiated by the U.S. Federal Reserve (Fed) will considerably benefit the valuation of these companies. This survey included fund managers from the U.S., Canada, Europe, the Middle East, and ...

Opinion

Pictet Asset Management

Robotics: Five Reasons to Invest

Sixty years ago, the first industrial robot started work in a car assembly line in the US state of New Jersey. Shaped as a giant heavy-lifting arm, it unloaded metal car parts from a die-cast press. Today, robots are no longer confined to the factory floor, they are increasingly part of our day-to-day lives. There ...

NewsMarkets

The Analysis of Asset Managers

The Last Three Months of the Year Bring Volatility, Geopolitics, and Central Banks Into Focus

The final quarter of 2024 has started with significant tension. According to international asset managers, the coming months will be dominated by volatility and geopolitical risks. However, theoretically, the predictability of the major central banks, particularly the Fed and the ECB, should provide confidence and security for investors. What are the main outlooks for the ...

NewsBusiness

Presentation by LarrainVial in Montevideo

PineBridge: Investing in Global Equities by Focusing on Companies Rather Than Macro Factors

With the support of LarrainVial, PineBridge Investments presented its global equity fund in Montevideo, emphasizing its differentiator compared to the competition: the complete recategorization of each asset's benchmark to capture the life cycle of each company. LarrainVial aims to make a strong entry into the Uruguayan market by offering the distribution of a diverse network ...

NewsRegulation

$4 Million Fine

The SEC Accuses WisdomTree AM of Greenwashing in Three ESG ETFs

The SEC has accused New York-based investment advisor WisdomTree Asset Management of "making false statements and compliance failures related to the execution of an investment strategy marketed as ESG." According to the SEC order, from March 2020 to November 2022, WisdomTree stated in the prospectuses of three ETFs marketed with ESG criteria, and before the ...

NewsRegulation

Cybersecurity and AI Continue to ...

What Will Be the Priority Topics for the SEC Examinations in 2025?

The Securities and Exchange Commission’s Division of Examinations publishes its annual examination priorities to inform investors and registrants of potential risks in the U.S. capital markets and to highlight the examination topics it plans to focus on in the new fiscal year. This year's examinations will prioritize both perennial and emerging risk areas, such as fiduciary ...

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