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Allianz Global Investors - Sustainable Investing: Five themes for 2024 “Pragmatism is the watchword as we look forward to the topics that may shape sustainable investing in the new year. Here are the five themes to watch.” #multiasset #fixedincome #investmentview #globaloutlook #bankingindustry #banking #europe #us #inflation #economicoutlook #investment #themes #sustainablefinance #banks #view #banks #guide #predictions2023 #macroeconomics #correlation #graphs #assetallocation #forecast #transition #monthlyreview #policy #greentransition  #fixedincome #duration #healthinnovation  #markets #growthmarketing #outlook2023

Understanding how money managers strategically allocate capital according to macroeconomic trends is what Robert T McGee, the Managing Director and Head of CIO Macro Strategy at Bank of America, writes about in his book "Applied Financial Macroeconomics and Investment Strategy: A Practitioner’s Guide to Tactical Asset Allocation." After reading his book one will understand in-depth about business cycles, and how to tactically allocate capital accordingly across the four main asset classes (Equities, Bonds, Commodities, and FX) and Real Estate.

Allianz Global Investors- Divergence is back. Time for multi asset? “Increasing divergence in the performance of different regions, asset classes and sectors is broadening the opportunity set for multi asset strategies. The dynamic approach inherent in such strategies can make them an essential part of investors’ toolkit in what remains an environment of high macro uncertainty.” #multiasset #fixedincome #investmentview #globaloutlook #bankingindustry #banking #europe #us #inflation #economicoutlook #investment #themes #sustainablefinance #banks #view #banks #guide #predictions2023 #macroeconomics #correlation #graphs #assetallocation #forecast #transition #monthlyreview  #policy #greentransition #fixedincome #duration #healthinnovation  #markets #growthmarketing #outlook2023

To understand equity markets and the economic power of countries, you really have to understand debt and credit. https://lnkd.in/gkWawy5w #Finance #Economics #Equities #NationalDebt #CreditRisk

🌟 New post alert! 🌟 Hey everyone, just stumbled upon this eye-opening article on Bloomberg about the significant impact of carried interest structure on wealth creation. The insights are truly mind-blowing and shed light on the magnitude of wealth generated through this mechanism. If you're interested in finance and investment, this is a must-read! Check out the full article and let's discuss in the comments. #WealthCreation #FinanceInsights #InvestmentPerspectives https://ift.tt/ADR4F6P

Another financial crisis is inevitable because the causes of the previous one haven’t been resolved. https://lnkd.in/e-pwPDJQ #Economics #Rebuttal #TempletonAssetManagement #FinanceBubble #MarkMobius #Freemarket #Macro

Shorter cycles, more #volatility and structurally higher #inflation. In his latest video John Butler assesses today’s new economic era #fixedincome #credit #highyield #investments #investmentmanagement #wealthmanagement #assetmanagement #macroeconomics Wellington Management For professional investors only. Capital at risk. Learn more: https://lnkd.in/e6a2v_xR

Another financial crisis is inevitable because the causes of the previous one haven’t been resolved. https://lnkd.in/e-pwPDJQ #Economics #Macro #Freemarket #Rebuttal #FinanceBubble #TempletonAssetManagement #MarkMobius

Join your premier association for investment professionals as we invite you to a fireside chat between Society members and Atlas Capital Advisors CIO, Ken Frier, CFA, and financial historian and author, Edward Chancellor. During this conversation, they will discuss Chancellor’s latest book, The Price of Time. The book tells the story of interest: its earliest conception likening it to a seed that multiplies itself, up to its modern incarnation as an abstraction powerful enough to influence the global economy. The story argues the importance of interest and cautions against the manipulation of it. Financial engineering, economic stagnation, and many of history's most calamitous financial crises followed periods where monetary authorities held interest rates at very low levels. But global central banks have done exactly this in our current historical moment, with some countries even pushing interest rates below zero. What are the chances that this suppression of time's price has stored up trouble yet to be realized? Frier and Chancellor will mine the book's insights and beyond during this moderated conversation. This event is brought to you by the CFA Society San Francisco Member Programming Advisory Council. Speakers: Edward Chancellor, Financial Historian, Journalist and Investment Strategist Ken Frier, CFA, Chief Investment Officer, Atlas Capital Advisors When: Tuesday, June 4th at 11:00 a.m. - 11:45 a.m. Register now at: https://bit.ly/4a28fmi #CFASocietySanFrancisco #CFASocietyMember #CFASociety

There are sure to be interesting insights from this conversation with Edward Chancellor about his masterful review of the long history of interest rates, and what that history implies for the current moment.