Portfolio Manager George Cipolloni, CFA joined BNN Bloomberg's The Open to unpack what the latest Fed outlook could mean for investors. He also shared insights on the rotation from growth to value stocks and highlighted potential opportunities in small and mid-cap stocks amid continued uncertainty. ? Watch the full interview here: https://lnkd.in/eGpHSNKK ? #markets #assetmanagement #Fed #valueinvesting #uncertainty #smallcaps #bondmarket
Penn Mutual Asset Management, LLC
金èžæœåŠ¡
Conshohocken，Pennsylvania 1,525 ä½å…³æ³¨è€…
关于我们
Penn Mutual Asset Management, LLC, a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company (Penn Mutual), is focused on risk-based institutional asset management, advisory and fund operating services. We are dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process. We tailor our proven approach to help generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client's strategy and goals. We are asset, liability and risk specialists committed to applying our diverse expertise, delivering tailored investment strategies and solutions and balancing our repeatable, value-driven approach with seasoned investment judgment to drive performance and create value. With over $40 billion in assets under management as of January 31, 2025, Penn Mutual Asset Management is dedicated to delivering exceptional client service, exceeding client expectations and earning trusted relationships by executing on our core asset management competencies, which include total return-based investing, advisory services and expertise in alternative asset investing. For more information, visit our website at: https://www.pennmutualam.com For timely perspectives on the economy, markets and investing, visit and sign-up for our blog at: https://www.pennmutualam.com For important information, visit: https://www.pennmutualam.com/misc/social-media-disclaimer This material is not intended to be relied upon as a forecast, research or investment advice, and it is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
- 网站
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https://www.pennmutualam.com
Penn Mutual Asset Management, LLC的外部链接
- 所属行业
- 金èžæœåŠ¡
- 规模
- 11-50 人
- 总部
- Conshohocken，Pennsylvania
- 类型
- ç§äººæŒè‚¡
- 创立
- 1989
- 领域
- Asset, Liability & Risk Specialistsã€Risk-based Institutional Asset Managementã€Advisory and Fund Operation Servicesã€Alternative Assetsã€Fixed-Income Investmentsã€Balanced Incomeå’ŒAsset Management
地点
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主è¦
获å–路线
161 Washington St
US，Pennsylvania，Conshohocken，19428
Penn Mutual Asset Management, LLC员工
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Trevor Williams
Managing Director, Portfolio Manager at Penn Mutual Asset Management
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Keith Huckerby
Penn Mutual Asset Management, LLC
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George Cipolloni, CFA
Portfolio Manager at Penn Mutual Asset Management, LLC
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Ryan Boyd
Director of Trading Operations at Penn Mutual Asset Management, LLC
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Portfolio Manager George Cipolloni, CFA joins Yahoo Finance! “Wealth†live tomorrow at 11:00 AM ET. He will weigh in on recent market swings, how investors are positioning against inflation and what he is watching as we enter Q2. Watch George live here: https://lnkd.in/gURiWRup? #assetmanagement #inflation #markets #investmentinsights #economicoutlook #marketstrategy
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Investment Analyst Afton England Schikore examines the rapid growth of data center-backed structured products, with 2025 issuance already nearing 2024’s full-year total. While demand remains strong amid record-low vacancy rates and surging AI-driven investment, investors must weigh risks tied to power grid constraints, speculative builds and the evolving nature of technology infrastructure. Read today’s Chart of the Week: https://lnkd.in/eW6HWK8s #datacenters #structuredproducts #CMBS #ABS #AI #creditmarkets #infrastructure #securitization #powergrid #assetmanagement
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Chief Investment Officer Mark Heppenstall returns to Fox Business Network live tomorrow at 6:10 AM ET with Maria Bartiromo to discuss easing recession fears and sticky inflation this week and what next week’s job report means for Fed policy. Watch live here: https://lnkd.in/gAUsSG8t #markets #FederalReserve #assetmanagement #jobsreport #inflation #creditmarkets #marketoutlook #economicdata #investorsentiment #recessionoutlook
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Chief Investment Officer Mark Heppenstall analyzes the market rebound as equity markets climb on reports that upcoming tariffs may be more targeted than expected. With large cap tech leading the move higher and rising Treasury yields, this week’s PCE data will be closely watched for signs of inflation remaining sticky in the economy. Read today’s Monday Morning Perspectives: https://lnkd.in/dreUvvF3? #assetmanagement #markets #FederalReserve #tariffs #Treasuryyields #PCE #inflation #investoroutlook #inflation #largecap #tech #economy
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Portfolio Manager George Cipolloni, CFA joined Reuters “Market Talk†to discuss the decline in consumer sentiment and?spending amidst market volatility. He also notes shifts from growth to value stocks and current inflation expectations indicate growing economic concerns. Watch the full interview here: https://lnkd.in/eqNagbvu ? #markets #assetmanagement #inflation #investing #valuestocks #marketvolatility
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Portfolio Manager James G. Faunce, CFA examines the resilience of investment-grade corporate bond spreads as markets react to policy uncertainty and shifting rate expectations. While equities have faced pressure, investment-grade bonds have remained relatively stable with robust demand and attractive yields. Read today’s Chart of the Week: https://lnkd.in/euaJX6Ti #fixedincome #Fed #assetmanagement #coporatebonds #markets #economicpolicy #interestrates #economy #investing #equities
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Portfolio Manager Scott Ellis, CFA analyzes last week’s market rebound, noting that uncertainty about U.S. growth?remains while markets recover. With inflation concerns persisting and key economic data ahead, including an important Fed meeting, investors will be watching for signs of stability. Read today’s Monday Morning Perspectives here: https://lnkd.in/eMc6Qtfn #markets #assetmanagement #inflation #FederalReserve #uncertainity #economicdata #growth #FOMC #interestrates #economicdata
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Portfolio Manager George Cipolloni, CFA joined Schwab Network “Morning Trade Live†with Oliver Renick to break down market volatility, investor reactions to headlines and shifts from high-growth to stability-focused sectors. He highlighted opportunities in small-caps and industries benefiting from sustained capital expenditures. Watch the full interview here: https://lnkd.in/enTKPRdj #markets #assetmanagement #investing #economy #marketvolatility #smallcaps #tariffs
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Investment Specialist Jennifer Haaz analyzes the U.S. personal savings rate, which ticked up to 4.6% in January but remains historically low. With economic uncertainty rising and equity markets under pressure, the coming months will reveal whether consumers continue to spend or begin to rebuild their savings. Read today’s Chart of the Week: https://lnkd.in/eNJ6q3VS #economy #markets #savings #consumerbehavior #consumerconfidence #assetmanagement #investing #investorsentiment