Recognize that it is not a bad thing when you walk into a board room or a meeting room and you are the only woman because you will stand out, especially when you have the confidence in your technical knowledge and skills.. energy while creating thousands of jobs in local communities across the Blast from the past: Are we watching the return of 1970s-style stagflation? In our 2022 Asset Allocation Outlook, we expect markets to focus on central bank efforts to tame inflation look at 5 post-pandemic essentials for 2022. EU officials are currently preparing for a worst-case scenario of a total Russian gas cut-off with plans in progress aiming to reduce gas demand by 15%. The Five Star Movement, part of the ruling coalition, refused to support a policy proposal spearheaded by Prime Minister Mario Draghi. Investments involve risks including possible loss of principal. Any form of gas rationingdemand destructionwould have negative implications for industrial output and economic activity, and be damaging to European growth. Can Ukraines economy withstand another conflict with Russia? Karen and her team work across the firms fixed income and equity platforms to develop and distribute investment and hedging solutions for all client segments.She is also responsible for managing the distribution of cross asset solutions for Asian pensions and sovereign wealth funds. She encourages women to embrace the fact that they are different. Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. Multi-Asset Strategists Nick Samouilhan and Adam Berger present a source-based investment playbook that asset allocators can follow as they seek to neutralize the looming threat of higher inflation. solar power project to date and the first of its kind. renewable electricity, while avoiding the emission of over 250,000 Ukraine crisis: Understanding the broader picture, Financial Market Review: Fourth quarter 2021, LDI in 2022: Nine questions corporate plan sponsors are asking.

Polling data suggests that a right and center-right coalition would likely win a new election. In recent weeks, however, rising uncertainties are tempering our bearish view on German Bunds. Where the reference currency is different from the reporting currency, foreign exchange movements will directly impact the value of the holdings. I was blown away by the power of mentoring in that environment, said Fang, who is also an active mentor within her firm. Reporters May Contact:Kerrie McHugh, Bank of America Merrill The CASS team leverages Bank of America Merrill Lynch s entire platform, coordinating the vast resources of the firm to provide integrated solutions for financial institutions and corporate clients, from origination to structuring, execution and distribution. Be proud of being a woman. solar distribution to the next level by creating a blueprint for future services. relationships with approximately 5,700 retail banking offices and Based on 130 job boards, duplications excluded, Energy & power renewable (biofuel, commercial and residential solar and wind) and oil & gas, Specialty finance corporate receivables, prime consumer, small business with focus on FinTech platforms, Asset managers liquid and illiquid financial assets secured financing, GP level financing, hybrid financing secured by assets and LP commitments, Transportation asset-backed financings, sidecar structuring, and capital raises for new or expanding lessors, Healthcare structured equity and credit financing for drug / royalty interests, Prior experience required with a financial institution focusing on infrastructure transactions, Experience spanning multiple infrastructure sectors, Strong verbal and written communication skills, Strong problem solving skills and the ability to influence others while building strong partnerships, Existing relationships with infrastructure focused funds and asset owners, Strong credit analysis and assessment capabilities, Exposure to financial accounting and reporting in the infrastructure industry and thorough knowledge of applicable accounting standards, Candidate must have prior experience leading staff and building teams, Be responsible and accountable for leading the infrastructure structured financing effort across sectors for which there are not already established capabilities, Leverage infrastructure industry contacts to originate new transaction opportunities, Build out a comprehensive infrastructure platform with diverse asset types, Lead internal efforts to meet credit, risk, and other internal partner requirements, Manage relationships with issuers and investors in the sector. The ECB is developing an anti-fragmentation tool designed to prevent peripheral bond spreads from widening excessively (judgments on its likely efficacy vary). and Texas. Bank of America is one of the world's largest financial institutions, Office has offered a conditional commitment for partial guarantee of a In order to make an open architecture, third-party manager selection programme available to our clients, we partner with SEI to select who they consider to be the best manager blends to reflect your risk/return profile. We will, therefore, monitor for signs that growth fears are rising, or that ECB policymakers hawkish inclinations are fading, as a signal to replace our German Bunds underweight with a neutral stance. This creates a lot of opportunities for Fang and her team to think outside the box and get innovative. approximately 4 million small business owners through a suite of The first stage of the SolarStrong project is already underway at Hickam Investments involve risks including possible loss of principal. under a declaration of trust. To meet the demand for energy over the coming winter, Europe aims to reach 80% of storage capacity by the end of October. The information on this site refers to services or products which are not available in certain locations, or which, in any relevant location, may have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. This job was posted on Tue Jul 17 2018 and expired on Tue Jul 17 2018. Director- Cross Asset Solutions & Strategies. In addition to demonstrating the strength of Avoiding Leadership Burnout: How We Can Pass the Torch to the Next Generati Intuition: How to Cultivate Your Instincts as Part of Your Skill Set, On Changes After 15 Years: Nicki Gilmour: CEO And Founder, The Glass Hammer. Gas is an important energy source for Europe, making up 22% of energy consumption. SEIs size and scale means that any investment decisions are supported by in-depth risk analysis and exposure management, whilst benefiting from lower costs than achievable via publicly available share classes. First, there may ultimately be less impetus for the ECB to tighten policy. We believe the information provided here is reliable but should not be assumed to be accurate or complete. We believe sustainable investing approaches can increase donor appeal, enhance positive impact, and add return potential to an investment portfolio. She spoke about Bank of Americas partnership with the Vital Voices program, which provides one-on-one mentoring opportunities for female entrepreneurs from all over the world. Lynch, 1.646.855.3375kerrie.mchugh@bankofamerica.com, Internet Explorer presents a security risk. As I explore in my 2022 Outlook, the geopolitical backdrop is becoming increasingly unpredictable and dangerous.

They apply skill in fundamental, macro, quantitative, and technical analysis, and they tap into the broad resources of Wellington Management, including specialists in equities, bonds, currencies, and commodities. We create macro frameworks that help identify potential opportunities at a given point in time, and then we explore those opportunities from multiple angles. When The potential election of Italian Euroskeptic parties in snap elections that look set to occur in coming months is one reason we expect the euro to depreciate further against the U.S. dollar. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation. This is not to be construed as investment advice or a recommendation to buy or sell any security. residences on as many as 124 U.S. military bases in 33 states. With Bund yields on the move, too, the all-in yield on Italian government debt has moved even more aggressively, with 10-year yields close to a 3.6%, a worrying level (Exhibit 1). The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. To other senior female leaders, Fang urges everyone to mentor more and guide the next generation of leaders. The views and strategies described may not be suitable for all investors. Championed as a transition fuel source during Europes shift to decarbonization, gas is set to play a key role until renewable energy production is sufficient. In recent months, the war in Ukraine has resulted in decreased gas supplies from Russia, creating serious gas shortage concerns in Europe. It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested. Communities at Hickam Air Force Base in Honolulu, Hawaii. Lead with Clarity: How to Change Up Your Perceptual Lens, Beyond Pride Month: LGBTQ+ Inclusion Is About Every Single Day, Mary Cassai: Senior Vice President, Perioperative Services, NewYork-Presbyterian Hospital. Truth Check-In: Is Your DEI Performative or Genuine? J.P. Morgan Asset Management isnt responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name. The market is also relatively insulated from the de-rating dynamic that has hurt more highly valued stocks this year. We provide an entrepreneurial environment, encouraging our investment professionals to seek out new directions for research and new strategies to help meet our clients needs. But for peripheral nations, debt sustainability could become troublesome as all-in yields on their sovereign bonds rise with core rates, even absent wider spreads. Small to Mid-market 401(k) Plan Solutions, Principles for Successful Long-Term Investing, Retirement Plan Tools & Resources Overview. How will European markets navigate slowing growth and a hawkish ECB? CMS, AMS and SIS are multi-asset portfolio programmes designed to provide a broad range of risk solutions and support you in achieving your long-term investment goals. The company provides unmatched convenience in the United Renewables Group, is acting as lead lender; and BofA Merrill will Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions. We are slightly underweight German Bunds, expecting further hawkish shifts at the European Central Bank; meanwhile we will be monitoring the possibility that European growth could present a risk to this trade.

2,000 military family homes. in three months, the first being Project The ECB has been eager to seize the opportunity to end the past decades negative interest rate environment, which has never been popular with the public or the regions banks. Many women that I coach and mentor have this notion that emulating the behavior of a man will help them go farther in their career, when in fact, that may not be true, said Fang. Given that the banking industry is going through a major transformation as a result of the new regulatory environment post financial crisis, our business model is changing very rapidly, said Fang, and a major focus for our team right now is to figure out how to optimize our balance sheet in a way that creates a win-win situation for the clients and our firm.. innovative, easy-to-use online products and services. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 ordownloadit from this site. We therefore draw a contrast between the ECB and other DM central banks, such as the Fed, that seem committed to moving policy rates into restrictive territory in defense of their inflation targets. to execution, in partnership with the companys Global Investment

Because I was trilingual, I was fortunate enough to be transferred to the London office to work on our cross-border structured products business and then eventually relocated to New York, explained Fang. We offer a broad range of multi-asset investment strategies many of which are global or regional in focus. We are pleased to add Project SolarStrong to our growing business of This information is entirely qualified by reference to the terms and conditions of the specific service, if any, provided by the relevant HSBC company. The spread between 10-year Italian and German government bond yields around 2.3% has widened significantly year-to-date, in part reflecting the political situation. Please note that HSBC Private Banking does not provide Legal and Tax Advice. NEW YORK--(BUSINESS WIRE)--Reaffirming its status as the go-to bank for financing distributed solar serving individual consumers, small- and middle-market businesses and If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. Welcome to The Glass Hammers Celebration of Asian Heritage Month! Funds which try to hedge to a reference currency can mitigate the direct impact of currency movements but cannot completely isolate the indirect effects of foreign exchange movements, Where investment decisions are made by an individual or a very small team, the potential loss of any one individual represents a significant risk to the ongoing viability of the fund, Passive Index funds are designed to track the reference index before fees and expenses. Affiliates: Are Not FDIC Insured * May Lose Value * Are Not Bank veterans who sacrifice so much for our country.. INFORMATION REGARDING COMMINGLED FUNDS: For additional information regarding the Commingled Pension Trust Funds of JPMorgan Chase Bank, N.A., please contact your J.P. Morgan Asset Management representative. Our multi-asset investors bring deep experience to every strategy they manage. platform and coordinate the vast resources of the firm from origination Listening to what you have to say about services matters to us. For more Bank of America news, visit the Bank Political risk may include potential for currency controls which would disrupt efficient financial markets, Limited transparency is typically a feature of both hedge funds and funds of funds. And indeed, we are not convinced that the ECB has the same inclination as the Fed to tighten policy beyond neutral into restrictive territory. Copyright 2022 JPMorgan Chase & Co., All rights reserved, Log in for exclusive access and a personalized experience, View saved content and presentation slides.

You should carefully consider the investment objectives, risk, charges, and expenses of the fund before investing. In our view, this increased focus on growth concerns may reduce the propensity of German Bunds to sell off on further hawkish developments from the ECB. For the region, then, we regard this ECB tightening cycle more as the cessation of a tailwind than as the beginning of a stiff headwind.

And if a global recession were to materialize, German Bunds would likely underperform U.S. Treasuries, which would have farther to fall as developed market (DM) bond yields dropped toward zero. However, over the last couple weeks, that bearishness seems to be increasingly offset by bond-bullish growth fears: that higher inflation and higher near-term policy rates will drive the economy into recession. Regarding the stock market, we are neutral on European stocks vs. their global peers.