Dulaney Hassan

📢 Join us at the 2024 FINRA Annual Conference for insightful guidance, best practices and valuable connections with industry pros and peers while navigating the ever-changing regulatory landscape. Check out the agenda ▶️ https://bit.ly/3wT7xtt

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New Greenwich MarketView - June Data Spotlight: U.S. Credit Trading by Kevin McPartland. E-Trading in U.S. Corporate Bonds Up 180% in Five Years. The average daily notional volume has grown notably in the past five years, from $29 billion per day in May 2019 to $43 billion in May 2024. E-trading in absolute terms is up 180% in those five years, from roughly $6.7 billion per day to $18.9 billion per day. https://lnkd.in/eyGpyrTh

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The credit market’s recent bull run could be nearing an end. While credit trends broadly improved into March, escalating geopolitical tension and inflation could pose renewed challenges to credit if rising uncertainty leads to higher funding costs. Go deeper into long-term global rating trends with #ThisMonthInCredit: https://okt.to/AuRxM6

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Jacqueline Broers, Deputy Portfolio Manager at Utilico Emerging Markets Trust provides an insight into the portfolio's performance in April. In April, UEM'S NAV total return decreased by 0.1% in April, underperforming the MSCI EM Index which increased by 1.4% in Sterling terms. Global markets were mixed in April, S&P 500 Index was down 4.2% and showed that inflation is stickier than hoped. Moving onto EM, the Turkish Index was up 9.9%, Argentina also followed suit with the Merval Index up 9.1% as investor sentiment significantly improved, amid structural reforms from the Milei government. Hong Kong Hang Seng Index and the Shanghai Composite Index were both up 7.4% and 2.1% respectively. India's Sensex Index was also up 1.2% as the country's general election started. However, Vietnam's Ho Chi Minh Index was down 5.8%, higher U.S. interest rates has put pressure on the Vietnamese Dong. Moreover, Brazil's index was down 1.7% as U.S. rate cuts resulted in repricing of the yield curve. The were no changes in the UEM's portfolio for April. Watch here ▶ https://lnkd.in/e93xG8pY #UEM #Utilico #EmergingMarkets #China #Brazil #Vietnam #HongKong #Turkiye #Argentina #India

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🌟 This Week's Impactful Crowdfunding Opportunities! 🌟 Each week, Superpowers for Good shares new impact-related offerings on FINRA-Registered crowdfunding portals. Check out this week's highlights: 📢 Social Impact: InSpira Performing Arts, founded by Kristine Smith in 2002, is raising funds on Honeycomb Credit. 📢 Minority Founder: Jacu Coffee Inc, one of the Top Ten Coffee Companies in 2024 by Food Business Review Magazine, is raising funds on Honeycomb Credit. 📢 Women Founder: BoomBoom, on a mission to help people breathe better and feel refreshed, is raising funds on Wefunder. 📢 LGBTQ Founder: Midwest Sad, founded by Samantha in April 2024, is raising funds on Honeycomb Credit. Find the full list of offerings in the comments! #SocialImpact #MinorityFounders #WomenFounders #LGBTQFounders #ImpactInvesting #Crowdfunding #InvestmentOpportunity #SocialImpact #Diversity #InclusiveInvesting #CrowdfundCommunity

🌟 This Week's Impactful Crowdfunding Opportunities! 🌟 Each week, Superpowers for Good shares new impact-related offerings on FINRA-Registered crowdfunding portals. Check out this week's highlights: 📢 Social Impact: InSpira Performing Arts, founded by Kristine Smith in 2002, is raising funds on Honeycomb Credit. 📢 Minority Founder: Jacu Coffee Inc, one of the Top Ten Coffee Companies in 2024 by Food Business Review Magazine, is raising funds on Honeycomb Credit. 📢 Women Founder: BoomBoom, on a mission to help people breathe better and feel refreshed, is raising funds on Wefunder. 📢 LGBTQ Founder: Midwest Sad, founded by Samantha in April 2024, is raising funds on Honeycomb Credit. Find the full list of offerings in the comments! #SocialImpact #MinorityFounders #WomenFounders #LGBTQFounders #ImpactInvesting #Crowdfunding #InvestmentOpportunity #SocialImpact #Diversity #InclusiveInvesting #CrowdfundCommunity

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Is your business prepared for the upcoming reduction in settlement cycles to T+1 for US Securities? With just two weeks until the change, Gavin White, CEO at 26 Degrees Global Markets explores the implications for institutions trading US Securities and how 26 Degrees is well positioned as an Australian headquartered prime broker to help our clients navigate this shift.

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Limited partners (LPs) today seek better transparency, more in-depth investment data, and faster communications from fund managers. Are you in the know? 💡 Join ILPA’s Neal Prunier and SS&C Intralinks’ Rachelle Legentus on Tuesday, June 25 for a fireside chat on best practices for general partners (GPs) to meet LPs’ expectations for data transparency and standardization. Gain insights on what LPs want and industry best practices. https://okt.to/vpIh7e

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A huge thanks to all our sponsors for making #RIAActivate New York possible!🙌 Your partnership and dedication have played a pivotal role in creating a platform for insightful discussions, valuable networking opportunities, and fostering innovation in the wealth management landscape. Find out more here: https://hubs.la/Q02t2PPQ0 #FinancialAdvisor #RIA #WealthManagement #Finance #InvestmentNews

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In celebration of #PrideMonth, Philip Gallo, Head of Risk & Compliance, shares how Schroders has championed individuality and diverse thinking amidst changing times. Watch below.

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Read key takeaways from PIMCO’s Sustainable Investing report for our latest thinking on sustainability, including integration, research and engagement: https://bit.ly/3UZTKtO

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iCapital's Chairman and CEO, Lawrence Calcano, breaks down the complexities of alternative investments and explains how iCapital's tools make it easier to integrate alts for a more diversified portfolio. Tune into the Wealth Management Invest Podcast with David Bodamer on WealthManagement.com. #alternativeinvestments #podcast #investing #wealthmanagement

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In his latest commentary, Director of Global Markets Research Mike Mullaney discusses the shifting prospects of #Fed interest rate cuts, the continued market dominance of #tech related companies, and what to make of the performance gap between #growth and #value stocks. Read his full analysis here: https://lnkd.in/eaRD9VQU

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On this episode of Beyond 60/40, Anastasia Amoroso, iCapital Chief Investment Strategist, discusses growth factors in the semiconductor space, Amy Wu Silverman, Managing Director and Equity Derivatives Strategist of RBC, shares how options market trends can indicate public sentiment, and lastly Vimal Vel, Chief Product Officer at Morningstar joins the program to talk their about recent strategic relationship with iCapital to provide an end-to-end solution for advisors. Watch here: https://lnkd.in/gmA7nNTV Leave a comment with your #alternativeinvestment questions below to be answered on a future episode.

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Take a deep dive into how PIMCO is positioning across global asset classes, the allocations they're overweighting and underweighting, and why they're focusing on quality 👉 https://lnkd.in/etSi6Kpn

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📈 Elevate Your Hedge Fund’s Strategy with Insights on FINRA 4210 Understanding FINRA 4210 can significantly impact your hedge fund's operational and financial efficiency. Discover critical strategies to ensure compliance and optimize margin management in our latest thought leadership piece. 🔗 Explore the full article https://lnkd.in/euNi__jF Delve into the essence of Rule 4210 and examine its impact on hedge funds with strategic recommendations for compliance and operational optimization. #HedgeFundManagement #FINRA4210 #FinancialLeadership #MarginOptimization

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Earlier this week at MFA Network Boston, Macro Strategist Michael Medeiros, CFA spoke on the Economic and Macro Outlook panel discussing the markets under pressure and the future of asset classes. Listen to our recent podcast where members of the macro team share their views on why the multidimensionality of macro investment approaches may help provide investors a smoother path forward amid an increasingly uncertain macro and geopolitical backdrop. https://lnkd.in/gEesPw3M

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