April 21, 2021
Q2 Investment Committee Outlook: Is the early cycle phase over? No, but headwinds are mounting. Begin to allocate to digital assets as an alternative portfolio hedge.
Continue to tilt towards cyclicals & value stocks, fade bonds, and hedge inflation risk.
Key Takeaways for Astoria’s Q2 Investment Committee Outlook
Avoid bonds like the plague
We stick with the pro-cyclical tilt we have had since June 2020 but acknowledge headwinds that are starting to appear (higher taxes, rate hikes)
Rate hikes are on the horizon in 2022 if the economy prospers as everyone expects
Massive ETF flows continue. Wow!
The boom in digital assets is only starting. Their volatility is quite large, so size it accordingly in your portfolio.
Arvest Bank to Use Black Knight s Full Suite of Servicing and Default Solutions
Technology and Analytics to Support Expansion of Servicing Operations, Increase Efficiencies Arvest will use Black Knight s MSP servicing system and its integrated default solutions to help expand its servicing operations, support regulatory compliance and enhance the customer experience Black Knight s consumer-facing Servicing Digital mobile app will help Arvest maintain customer engagement while providing its customers with detailed information about their loans and homes, and tools to help manage their housing wealth Arvest will also benefit from Black Knight analytics solutions, including the Actionable Intelligence Platform, Lien Alert and McDash mortgage performance dataset
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ATLANTA, Dec. 22, 2020 /PRNewswire/ Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), announced today that it has launched its first suite of active non-transparent ETFs. The four ETFs will leverage the unique perspective and specialized expertise of Invesco s investment professionals in a structure that retains many of the characteristics that investors find attractive in an ETF structure, including an effective arbitrage mechanism, tax efficiency
1 and intraday tradability
2. Today s announcement is more than a product launch, it is another step towards Invesco s goal to offer a range of innovative investment products that help clients pursue their desired outcomes, says Anna Paglia, Global Head of ETFs and Indexed Strategies at Invesco. Our four active non-transparent ETFs offer a bridge between traditional active and passive strategies