Kate Licina

Find out what's on our investment team's radar as we head into the second half of 2024. Join portfolio managers Caroline Randall and David Hoag as they discuss the forces shaping equity and bond markets at our webinar. Important disclosures: https://bit.ly/2JzEDWl .

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Group CIO Dan Ivascyn discusses the value in active fixed income now. See how we’re positioning in today’s markets→ https://bit.ly/3VKBG7n #fixedincome #activemanagement

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The Parnassus Core Equity Fund quarterly webinar is now available. Watch to get the latest Q1 updates from Portfolio Managers Ben Allen, Todd Ahlsten, and Andrew Choi. https://bit.ly/44eNmmt #Investing #ActiveManagement

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“With over eight in 10 financial advisors expecting to increase allocations to alts by 2025, structured notes appear poised to increase in popularity, as found by the CAIS-Mercer Survey. Advisors can be well-positioned to reap the potential benefits of these strategies by doing research and understanding how they may fit into certain client portfolios." Read the latest insights on structured investment trends shared by Marc Premselaar: https://lnkd.in/geHjni5b #structuredinvestments #trends #financialadvisor

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Noah Wise believes today's fixed income investors should consider being hyper diversified – across the curve, sectors, and interest rate structures. Learn more (interview starts at 3-minute mark). #FixedIncome #RidingTheCurve

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Have you seen our latest Wealth Planning Trends? The services financial professionals offer clients have become more commoditized, which can make it harder to stand out from the crowd. Our wealth strategists developed this resource to help advisors differentiate themselves from peers and provide on-going value beyond asset allocations and portfolio management. To see what's inside, visit here▶ https://bit.ly/44y7YX0 #JHI #JanusHenderson #BrighterFutureTogether #US #WealthManagement #PracticeManagement Investing involves risk #InvestingInvolvesRisk

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Bond covenants are critically important protection for investors. Listen as The TCW Group Group’s #FixedIncome team discusses the weakening of those covenants over the past several years and how that trend is having a real impact on investors and outcomes.

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Watch Group CIO Dan Ivascyn and Global Economic Advisor Rich Clarida discuss how PIMCO applies its deep understanding of global economic and market dynamics to create portfolios designed to uncover opportunities and manage risks for investors. Read our latest outlook → https://bit.ly/3XVLAFM #fixedincome #activemanagement

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Is it a matter of ‘when’ and not ‘if’ the gap between active and passive fixed income ETF closes? Until our first #activeETFs launched, there weren’t as many available. But we’re changing that to give clients more choice. Learn more here: https://bit.ly/44yonKX .

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With yields in most fixed income sectors at levels rarely seen in the last 20 years, learn why we believe it represents an attractive opportunity for long-term investors→ https://bit.ly/3UZSqIy

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From rate cut hopes to market turbulence: On TCW's latest #FocusOnFixedIncome podcast, Global Rates Co-Heads Jamie Patton and Bret Barker unpack the bond market's dramatic shift this year and analyze the Treasury's critical part in economic revival efforts with host Pat Moore. Listen: https://tcwgrp.com/1rnryv

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⭐ New episode of the Rainmaker Podcast - Franklin Templeton on Leveraging Strengths: Key Sales Strategies with Jonathan Kingery, CFP®, AIF® In this insightful episode, Jonathan shares his expertise with host Gui Costin on utilizing strength-based leadership to forge winning sales strategies. Whether you’re a budding salesperson or a seasoned executive, Jonathan’s approach will provide you with the tools to not only meet, but exceed your goals in the dynamic world of investment sales. 🔑 Key Insights: - How to identify and play to your strengths in a sales role. - Strategies for effective leadership and team management. - Insightful tips on using CRM systems to maximize client relationships. 🎬 See the clip below on focusing on your strengths, rather than making your weaknesses better: https://hubs.ly/Q02t9s_J0 Jonathan’s journey from an advisor to a top executive is nothing short of inspiring. Tune in to discover how to harness your personal strengths for professional success and lead your team to new heights! 🎙️ Listen now and transform your sales strategy to achieve remarkable results: https://hubs.ly/Q02t98T10

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KAR’s Portfolio Manager and Senior Research Analyst, Julie Kutasov, divulges the hurdles investors face with small-cap investments, and how selectivity can be the key to entering the space, with Karen DeMasters of Financial Advisor Magazine.   #SmallCaps #Investing #HighQuality

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In this video observations and expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, takes a look at the technical factors impacting the market. Access the full #Observations and Expectations video collection: https://bit.ly/4cEOYsG

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Despite an April dip, stock performance is up on a trailing 12-month basis. Our latest quant update breaks it down: http://m.ct-inv.us/3xcit61 #InstitutionalInvesting

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My colleague, Doug, recently appeared on the Family Office Exchange podcast. In the episode he discusses his advice for asset allocation and active versus passive investments, and shares valuable tools for understanding portfolio exposure. Listen here: https://ow.ly/UnmR30sEva1

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‘’… giving advisers all the tools they need to work with their client, we think will raise the probability of clients understanding these assets…” Lawrence Calcano, Chairman & CEO of iCapital, explains why alternative investments are gaining popularity to help investors achieve their long-term goals. In this episode, Matt Heine chats to Lawrence about his experiences of growing iCapital from a small team to a global company with over 1,200 employees by having a strong culture, a clear vision, and a commitment to innovation and client success. Lawrence describes how alternative investments, such as private equity, private credit, hedge funds, and real estate, are becoming more prevalent amongst advisors and their clients. He eagerly discusses bringing this to Australia through the partnership with Netwealth, enabling Netwealth's clients to access iCapital's curated selection of alternative investments, educational program and operational support. Listen now: See link in comments

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Tune in to the latest episode of #BetweenMeetings with Matt Heine where iCapital Chairman and CEO, Lawrence Calcano, shares how iCapital's operating system increases access to alternative investments as well as the latest partnership between iCapital and Netwealth - See Wealth Differently (ASX:NWL).    Listen here: https://lnkd.in/efzqmVSw   #podcast #alternativeinvestments #fintech

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