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Financial Market Round-Up – Jul’23

Truemind Capital

India being highlighted as a beneficiary from the shift in Global equations along with the expected highest economic growth among major economies has attracted strong flows from the FIIs lifting overall market sentiments. The recent rally in the market has made the valuations more expensive compared to historical standards.

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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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In Too Deep? The Risks From Sub-Zero Rates

Brown Advisory

They want banks to shift money away from central banks and into longer-term assets, thereby reducing rates on a broad range of securities including mortgage bonds and corporate debt. The ECB’s introduction of a negative rate in June 2014 has had no obvious impact on banks’ excess reserve accumulation. But there is a risk of backfire.

Banking 52
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Managing Liquidity in the Coronavirus Market

Brown Advisory

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

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Managing Liquidity in the Coronavirus Market

Brown Advisory

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Source: BLOOMBERG. .

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. RITHOLTZ: So you joined Global X in 2014. BERRUGA: You know, great question.

Clients 154
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Off the Beaten Trail

Brown Advisory

Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. this year, 0.3

Economy 52