Ramirez Asset Management

Our clients' success is essential to ours. #GrowWithUs For more information, visit www.ramirezam.com

International Equities: International Equities in a Trumpian World The incoming U.S. administration and its anticipated economic policies are widely perceived to be unfavorable for international equities. Perhaps, the skepticism has gone too far and many of the fears are already priced in. Read RAM’s investment insights on International Equity Markets below. #GrowWithUs

The fourth quarter prompted a downshift from the Federal Reserve in both the number and timing of future rate reductions. Resilient labor markets, steady 2%+ growth, uncertainty related to fiscal policy, and inflation metrics that appear to have shed their downward trend, all combined to push the Fed to recalibrate its assumed path to policy rate reductions. RAM is currently biased in favor of longer overall duration positioning, while maintaining a cautious approach to risk assets given the current level of risk premiums. Read RAM’s Q4 Fixed Income Market Review and Outlook below. #GrowWithUs

Ramirez Asset Management is excited to announce the entry into the private credit markets through the acquisition of the credit opportunities strategy team from hedge fund manager, Avenue Capital Group. The acquisition, which closed on October 1, 2024, includes five existing investment funds with approximately $500 million in capital commitments that will continue to be led by William Maier, Patric Lager, CFA, and Frank Madden who have joined RAM as part of the transaction. “As a credit-focused fixed income manager for some of the largest institutional investors in the U.S., we are thrilled to expand our investment offerings and expertise with our new private credit opportunities team. William, Patric and Frank share our core values of teamwork, integrity and client-focused performance, and we believe their talent and insight will benefit our clients as we continue to grow.” says Sam Ramirez Jr., President and Chief Executive Officer. For more information on the acquisition, please contact?[email protected] #GrowWithUs

Ramirez Asset Management is proud to be recognized amongst the Best Places to Work in Money Management for the second year in a row by Pensions & Investments. https://lnkd.in/ex8AkSEE #BestPlacesToWork2024 #MoneyManagement #GrowWithUs Pensions & Investments works with Best Companies Group in Harrisburg, PA to produce the Best Places to Work in Money Management lists of top companies. To participate, a firm had to have at least $100 million of discretionary income, at least 20 employees in the U.S., institutional assets under management or advisement, and be in business for at least one year and submit application with required fee. Anonymous employee survey responses accounted for 75% of the total company score and employer responses account for the remaining 25%. RAM pays a monthly subscription fee for the Pensions & Investments publication and as an award recipient, RAM has provided compensation for the rights to use award logo.

In the third quarter of 2024, as inflation numbers continued to trend downward towards the 2% level the Federal Reserve’s focus shifted to a mixed labor picture. These factors led to its first move of a 50 basis point cut at the September FOMC meeting. The commencement of the rate cut cycle resulted in an equity market rally and the continuation of tight spreads across most fixed income sectors. RAM continues to maintain a balanced approach in this environment of attractive yields and narrow risk premiums. Read RAM’s Q3 Fixed Income Market Review and Outlook below. #GrowWithUs

Our clients' success is essential to ours. #GrowWithUs For more information, visit www.ramirezam.com

Last week, Head of Client Service and Marketing, James F. Haddon, took part in the inaugural MMI Institutional Roundtable, to discuss growth strategies, sales team structure, coverage models, and strategies for success alongside Nicole Jenkins, UBS and Yaqub Ahmed, Franklin Templeton. Thank you to the Money Management Institute for the insightful program. #GrowWithUs #MMIInstitutionalRoundtable

Ramirez Asset Management was proud to be a leading sponsor of the Bank of America Merrill Lynch Hispanic-Latino Symposium in Los Angeles last week. President & CEO, Sam Ramirez Jr. Ramirez, Jr. was proud to share the history of our firm and his lessons in leadership for building on the legacy of the oldest founded Hispanic/Latino Investment Bank and diversifying it into one of the largest Latino asset management firms in the US. The Symposium had over 250 of the leading Hispanic/Latino Financial Advisors at Merrill Lynch, representing over $55B in AUM. Congratulations to Lisandra Bissett, Kenneth Correa, CFP?, and the entire Merrill Lynch team for a successful Symposium and an insightful and inspiring two-day conference. ? #MerrillHispanicLatino2024 #GrowWithUs

In the second quarter of 2024, the Federal Reserve kept their hand steady on the rudder… the market witnessed economic data transition to weaker-than-expected, an equity market rally, and persistently tight spreads for most fixed income sectors… RAM continues to maintain a balanced approach in this environment of attractive yields and narrow risk premiums. Read RAM’s Q2 Fixed Income Market Review and Outlook below. #GrowWithUs