NYF

Quick Thoughts: Investment Ideas - The Case For Fixed Income In 2024

Franklin templeton's josh lohmeier and western asset's mark lindbloom believe 2024 will be a good year to invest in fixed income. The case for fixed income seems strong, they say. The market is pricing in as many as four fed interest rate cuts in 2024. Both believe the economy will slow and inflation will slow.

Insurance Industry - The Inflation And Issuance Challenges

Insurance is making national headlines in 2023 as major providers retreat from writing new policies and renewal premium prices skyrocket. Insurance industry challenges pose similar upside risks to core services inflation as in the 1980s. Insurance premiums are set to rise at the fastest pace since 2002. Insurance is central to the economy since it is a critical input in production.

Weekly Report: what happened at NYF last week (1127-1201)?

When Disaster Strikes: Gauging The Investment Risk Of Natural Hazards

Investors must understand the physical risks of natural hazards to assess their financial implications. The natural hazards index and the physical hazard investment risk indicator can help investors identify mispriced securities due to natural hazard risks. Alliancebernstein and the columbia climate school have created an interactive map showing natural hazard exposures across the us.

Year In Review: 2023 ETF Predictions Report Card

Total active etf net inflows are over $100 billion for 2023. Mexico, taiwan, and brazil were some of the stand-out international equity markets in 2023, according to franklin templeton. Not even 1% of flows of equity inflows went to dividend strategies.

Weekly Report: what happened at NYF last week (1120-1124)?

Positive Muni Returns Are Not A Sure Thing. A Look At The Risks For 2024

Munis have become more attractive as an investment opportunity due to weaker inflation readings and expectations for fed rate cuts in 2024. Munis continue to be my preferred area of choice for fixed-income. Tailwinds include a cooling of inflation and the expectations for a rate cut in 2024 - but there are risks too.

The Muni Turnaround - Munis Stage Big Comeback

The tax-free municipal bond market has staged one of the best comebacks since lazarus over the past month. Slowing inflation continues to help the bond market. The backdrop of higher treasury rates made municipal bond underwriters squeamish in the pricing of deals. The last fed meeting included signs of moderating in the economy.