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Strategic Update – Q4 2023

Discipline Funds

To learn more about our investment management service please contact us here. Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower.

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Understanding Money & Investing

Discipline Funds

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Where Does Money Come From? What Backs the Value of Money?

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Market volatility: Reminder to prepare for downturns

SEI

Investments and economy. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Managing Director, Nonprofit Advisory Team, Institutional Group. Economic outlook: Soft landing or recession?

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Financial Market Round-Up – Apr’24

Truemind Capital

Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. Central Governments have given hope of meaningful rate cuts within this year.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So I actually went and worked in economics, I was an econometrician. So, so let’s talk a little bit about risk management. Absolutely.

Assets 141
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Transcript: Maria Vassalou

The Big Picture

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

Assets 161
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Transcript: David Snyderman, Magnetar Capital

The Big Picture

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. So they’d give individual asset allocation to people and they’d go invest their money. Now, I think at the end of the day, it was just too big of a risk to the economy.

Banking 141