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NEW YORK Axonic Capital, New York-based structured credit, commercial real estate and systematic fixed income specialist with $4 billion in assets under management, announced the addition of Pete Cecchini as the firm’s Director of Research. Mr. Cecchini has over two decades of experience as a market strategist and portfolio manager. Prior to joining Axonic Mr. Cecchini was Founder and Chief Strategist of AlphaOmega Advisors, an independent research and consulting firm. “We are very pleased to welcome Pete to the firm,” said Clay DeGiacinto, Chief Investment Officer and Managing Partner of Axonic. “With more than two decades of industry experience at some of the world’s leading firms, he will further bolster our investment research. Over the past 10 plus years, we have been systematically investing in all real
Navigating the Recovery Trade Is Getting a Whole Lot Trickier
Bloomberg 10 hrs ago
(Bloomberg) The easy part of the recovery trade may be over.
Global markets look to have reached a turning point in their rebound from pandemic lows. In previous phases there was an unusual cohesion of views around havens like gold and the stay-at-home trade, followed by bets on a value rotation and steepening yield curve. What comes next is much less clear.
Take the debate between value and growth. Societe Generale SA and JPMorgan Chase & Co. say value shares will keep outperforming at this stage of the market cycle. Prudential Financial Inc. and AlphaOmega Advisors LLC say the sector is due for a pullback. There is just as much as divergence over the fate of the dollar, and on the next move in Treasuries.
What Investors Have Learned One Year Since the Stock Market Bottomed nbcmiami.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from nbcmiami.com Daily Mail and Mail on Sunday newspapers.
Dizzying Valuations, IPO Craze Tick Boxes on Bubble Checklist
Jan 04 2021, 7:34 PM
January 03 2021, 2:30 AM
January 04 2021, 7:34 PM
(Bloomberg) The IPO market is manic. Stocks havenât been this expensive since the dot-com era. The Nasdaq 100 has doubled in two years, leaving its valuation bloated all while volatility remains stubbornly high.
(Bloomberg) The IPO market is manic. Stocks havenât been this expensive since the dot-com era. The Nasdaq 100 has doubled in two years, leaving its valuation bloated all while volatility remains stubbornly high.
Itâs a setup thatâs left investors sitting on fat returns from 2020, a year that defied easy explanation. Itâs also one that has a growing cohort of experts warning about a bubble.
Dizzying valuations, IPO craze tick boxes on bubble checklist businesstimes.com.sg - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from businesstimes.com.sg Daily Mail and Mail on Sunday newspapers.