Howard W. Lutnick

CEO Michael Arougheti talks deployment numbers amid a slower M&A market, clarifying what he believes to be an industry-wide misperception. Hear his thoughts and more from his latest conversation on Bloomberg.

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The world is rapidly evolving, and so is the demand for energy. Companies around the world are making meaningful increases in energy-related spending to meet rapidly increasing demand for energy. Noah Hauser, CFA, Head of Listed Infrastructure Investments, covers this and more in our latest #Nuveenin90

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The U.S. administration use of #tariffs and related risk of a broadening trade war, a potential increase in budget deficits and related interest rate effects, and geopolitical events like the U.S.’s fading support for NATO, escalating Middle East conflicts and the Russia-Ukraine war could collectively cause significant upheaval in global financial markets in 2025. This may lead to a "risk-off" investor sentiment, resulting in a corresponding increase in ERP for certain geographies. While Kroll’s cost of capital recommendations were reaffirmed at the end of February, our latest client alert provides further insights into regional cost of capital trends and what may be in store for the coming months. Click here to find out more: http://ms.spr.ly/6042qtOlq #CostofCapital #Valuations #MarketRisk

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LACM’s Q2 2025 Model Views video is now available. In this edition, we discuss the impressive rebound of global equity markets, the key macro risks shaping equity performance, and Los Angeles Capital's portfolio positioning heading into the new quarter.

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In our latest Citizens Private Wealth commentary, CIO Michael Hans, CFA breaks down what shaped Q1 2025—from rising global trade tensions to a cautious U.S. consumer. • U.S. equities posted negative returns • Global Fixed income rallied as interest rates fell • International equities outperformed U.S. markets • Commodity indices closed higher Get the full market outlook: https://spr.ly/60412Zx1L

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In today’s markets, generating yield without sacrificing resilience is paramount. Group CIO Dan Ivascyn discusses how PIMCO's income approach leverages elevated starting yields and a flexible portfolio to seek attractive returns while managing risk. [10613]

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Systemic investing is an approach to deploying capital that seeks to transform entire systems for better long-term outcomes for people and the planet. The journey from traditional to systemic investing occurs in six key stages. Learn more: https://lnkd.in/eZkpn-7K

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The latest Citi GPS report—Access, Innovation and New Pathways to Progress: Private Markets—dives into the $16 trillion ecosystem of private markets and its new era of broader access, new liquidity, and rapid innovation. In this report, Canoe leaders joined the conversation to share their own experiences and expertise as a technology vendor supporting firms looking to reevaluate their growth strategies, providing a unique perspective on the current transformation of private markets. Want the full story? Download Citi's full report here: https://okt.to/IwmC1Q #AltsSmarter

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Changing risks call for flexible fixed income. Neuberger Berman's Strategic Income Fund (NSTLX) invests across sectors and aims for consistent income and attractive total returns with an investment grade risk profile. Learn how NSTLX puts the multi in multisector: http://spklr.io/6044BMUCy

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Private equity secondaries are reshaping how investors can access private markets. They offer faster exposure to seasoned portfolios, potentially shorter return horizons, and historically attractive risk-adjusted performance, all while helping investors mitigate some of the challenges of primary private equity investments. . Dive into the fundamentals, in our Private Equity Secondaries Primer on the Secondaries Institute: https://ow.ly/tlgK50WGykM

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With tariffs no longer the focus, explore key economic developments. Chief Economist Eric Lascelles looks at recent central bank actions, AI’s impact on jobs, and the outlook for U.S. bond markets. Watch the video here: http://spr.ly/6040AcLWC

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Rapidly shifting market dynamics are forcing investors to adopt a durable yet flexible investment framework more than ever before. To do this, investors need a long-term investment lens. Our capital market assumptions reflect a 10-year investment horizon, providing investors with the building blocks to develop strategic asset allocations that can withstand structural pressures. 👉 Read our capital market assumptions here: https://lnkd.in/eS_Awtrp #BNYInvestments #CapitalMarketAssumptions

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