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Dive into the last issue of AMSA - Asset Management Study Association's newsletter for this year! 🌍💼📊 A particular thank you to the AMSA Assets committee for all their hard work this year! Our latest newsletter is out and it’s packed with crucial updates and in-depth analyses of the market's most significant events. Here's a sneak peek: - Emerging Market Currencies Face Tough First Half of the Year 📉 Emerging market currencies have their worst first half since 2020 due to a strong US dollar and the unwinding of popular carry trades, impacting Latin American and Asian economies. - Copper Glut in China: Economic Strain Evident 🔧 China sees its largest copper surplus in four years as high prices and weak consumer demand lead to reduced purchases, highlighting the fragile state of the country’s industrial sector. - British Investment Group 3i Reaps €1.1 Billion Windfall from Dutch Retailer Action 💸 3i is set to receive nearly €1.1 billion from Action, showcasing the private equity sector's success amid favourable credit conditions. - High Ratings for Sub-Prime Mortgage Loans: A Growing Concern 🏢 Over $100 billion in commercial real estate debt, particularly single-loan deals, are misrated, drawing comparisons to pre-2008 financial crisis rating errors. - Community Opposition Threatens Biden’s Appalachian Hydrogen Hub Initiative 💧The ARCH2 hydrogen hub faces significant community resistance, reflecting challenges in implementing hydrogen energy projects and debates over blue vs. green hydrogen. 👇 See below to learn more! Follow us for more updates and insights at AMSA - Asset Management Study Association. #FinanceNews #StockMarket #Crypto #Economy #Investing #Newsletter The Assets Committee: Calvin Barlow Beau Brouwers Cristian Benciu Felix Cucoș Jayden Dames Kerem Koruk Lyuboslav Panayotov Nikola Rusinov Paolo Catani Sara Ługowska The information provided in this newsletter is for educational and entertainment purposes only. Nothing herein should be construed as financial advice.

Over the past year, both alternative asset managers and large RIAs outperformed the S&P 500, achieving gains of 64.6% and 37.7%, respectively. RIAs have directly benefited from these improved market conditions, which have boosted AUM. As these dynamics continue into Q4 2024, the outlook for continued multiple expansion and robust deal activity for alternative asset managers remains favorable. Learn more in this week's post. https://lnkd.in/gMEbyAku | #alternativeassets #RIA #wealthmanagement

The impact of higher interest rates will continue to put pressure on markets and economic growth. While rates are expected to move lower, risks remain. The Multi-Asset Management Team of Scotia Global Asset Management discuss their outlook and portfolio positioning in the latest Global Asset Allocation Perspectives.

They are not just great investors, but are great colleagues too. We’re proud to have been ranked #1 by Barron’s Best Fund Families in the Tax-Exempt Bonds category. Learn more: https://bit.ly/4cLO927 The ranking looks at one-year relative performance of fund firms that offer a diversified lineup of actively managed mutual funds and ETFs. The ranking eliminates index funds. Results are based on firms’ skill in active management. Ranking calculates returns before any 12b-1 fees are deducted. Similarly, fund loads, or sales charges are not included in the return calculations. 49 asset managers were included in Barron’s one-year ranking list for the year ending December 31, 2023. This ranking is not based on total return. The ranking is the opinion of Barron's and not Macquarie Group. No such person creating the ranking is affiliated with Macquarie Group. There can be no assurances that other providers or surveys would reach the same conclusions as this ranking.

Truly remarkable mutual fund performance by Tanaka Capital Management, which today announced that it has received a 2024 LSEG Lipper Award for the TANAKA Growth Fund (TGFRX), which ranked number one in the Multi-Cap Growth fund category for its three-year risk-adjusted performance through November 30, 2023. The Fund executed three-year performance of 71.9% through November 30, 2023. Furthermore, TANAKA Growth Fund was up 50.2% for 2023 alone through fundamental stock-picking expertise, relative to 26.3% for the S&P 500 and 43.6% for its benchmark Wilshire 2500 Index. Given how difficult the capital markets environment has been, this is a testament to the Tanaka team. https://lnkd.in/gs7zBy4s Important Note: All investment strategies and investments involve risk of loss. Nothing contained in this post should be construed as investment advice of any kind and it is for informational purposes only. #mutualfunds #stocks #investing

Anthony Kirkham CFA, Portfolio Manager at Western Asset Management, highlights how active strategies can unlock the diverse potential of APAC fixed income. Published in partnership with Franklin Templeton Investments https://lnkd.in/gSzh2g_g #activemanagement #Asia #apac

We’re proud to have been ranked #1 by Barron’s Best Fund Families in the Tax-Exempt Bonds category. Learn more: https://bit.ly/4cUFH0J The ranking looks at one-year relative performance of fund firms that offer a diversified lineup of actively managed mutual funds and ETFs. The ranking eliminates index funds. Results are based on firms’ skill in active management. Ranking calculates returns before any 12b-1 fees are deducted. Similarly, fund loads, or sales charges are not included in the return calculations. 49 asset managers were included in Barron’s one-year ranking list for the year ending December 31, 2023. This ranking is not based on total return. The ranking is the opinion of Barron's and not Macquarie Group. No such person creating the ranking is affiliated with Macquarie Group. There can be no assurances that other providers or surveys would reach the same conclusions as this ranking.

Global asset managers face declining profitability as investors shift to lower-fee products, impacted by interest rates and increasing industry consolidation. #AssetManagement #ETFs #FinancialStrategy #InvestmentTrends #MarketAnalysis

We are pleased to have worked with ICMA members to contribute to the discussion on macroprudential policies for NBFIs. The heterogeneity of the NBFI ecosystem does not allow for a “one size fits all” policy approach -  the review should be very targeted and not lead to increased regulation for the sectors which are already governed by robust regulatory frameworks and reporting obligations, particularly asset managers and investment funds. We outline a number of recommendations which we consider would facilitate a deeper understanding of the wider NBFI universe and help identify, and mitigate, any potential sources of systemic risk.

We’re proud to have been ranked #1 by Barron’s Best Fund Families in the Tax-Exempt Bonds category. Learn more: https://bit.ly/3SNSIki The ranking looks at one-year relative performance of fund firms that offer a diversified lineup of actively managed mutual funds and ETFs. The ranking eliminates index funds. Results are based on firms’ skill in active management. Ranking calculates returns before any 12b-1 fees are deducted. Similarly, fund loads, or sales charges are not included in the return calculations. 49 asset managers were included in Barron’s one-year ranking list for the year ending December 31, 2023. This ranking is not based on total return. The ranking is the opinion of Barron's and not Macquarie Group. No such person creating the ranking is affiliated with Macquarie Group. There can be no assurances that other providers or surveys would reach the same conclusions as this ranking.