Nottingham Advisors Asset Management

Consumers are mindful of higher food and energy prices as inflation remains steady. Watch our June Market Wrap Recap for more 📈

In June, the U.S. economy showed mixed signals, with some indicators pointing to resilience while others suggested caution. The unemployment rate stood at 4%, a slight increase from previous months but still historically low. Read the full June Market Wrap here: https://buff.ly/3XMjNHL

Please join Timothy D. Calkins, CFA, today at 4:05 PM as he leads the #ALTSNY Private Wealth CIO Keynote Panel: Creating the Optimal Multi-Asset Portfolio for Your Investors in 2024 discussion. He will be joined by a knowledgeable group of panelists: Wayne Yi, Chief Investment Officer, Simon Quick Advisors, LLC Michael Crook, CAIA, Chief Investment Officer, Mill Creek Capital Advisors Alvina Lo, Chief Wealth Strategist, Executive Vice President, Wilmington Trust Sandip Bhagat, CFA, Chief Investment Officer, Whittier Trust Company Markets Group | CAIA Association | CFA Society New York

It has been an active week for economic markets, with several pivotal data releases making headlines. Watch our June Market Minute, hosted by Conner Gyllenhammer, CFA. He explains the recent updates on non-farm payroll numbers, the consumer price index, and the potential future interest rate cuts. #inflation #jobsreport #financialadvisors #CPI #interestrates

Please join Timothy D. Calkins, CFA, on June 17th for the #ALTSNY - Private Wealth CIO Keynote Panel: Creating the Optimal Multi-Asset Portfolio for Your Investors in 2024 Top thinkers and chief investment officers in the private wealth space share their investment and industry views about their projected macroeconomic outlook and how the democratization of alternatives factors into the evolution of the wealth management business. The panelists will aim to answer the following questions, including but not limited to: As alternatives become more accessible, what role do they play, how can the structure be evaluated, and how can the performance be accurately measured? What is the optimal structure in which these alternatives should be held, and how should clients think about this asset class holistically as part of their generational wealth plan. Moderator: Timothy D. Calkins, CFA Calkins, CFA, Co-Chief Investment Officer, Nottingham Advisors Asset Management Panelists: Wayne Yi, Chief Investment Officer, Simon Quick Advisors, LLC Michael Crook, CAIA, Chief Investment Officer, Mill Creek Capital Advisors Alvina Lo, Chief Wealth Strategist, Executive Vice President, Wilmington Trust Sandip Bhagat, CFA, Chief Investment Officer, Whittier Trust Company Markets Group | CAIA Association | CFA Society New York

Please join Timothy D. Calkins, CFA, today at 1:30 PM for the #RIA East Investment Forum presented by Institutional Investor. Tim will be moderating a knowledgeable panel of investment officers for A Look Ahead at Deploying Capital. A lot has changed over the last two years. Post-pandemic, many of the secular trends that had been in place for decades suddenly reversed: stock-bond correlations rose sharply, and prices fell, inflation rose to a 40-year high, and the fastest rate hike cycle rocked fixed income markets. Has the rulebook changed, or do we need to crack open the history books? Our panel will kick off the event by providing a forward-looking perspective on how they are positioning portfolios in a new regime, where they are looking to commit and deploy capital, and – most importantly for this audience – the role alternative investments play in a diversified portfolio moving forward. Moderator: Timothy D. Calkins, CFA, Co-Chief Investment Officer, Director of Fixed Income, Nottingham Advisors Asset Management Panel: Dylan Kremer, Chief Investment Officer, Certuity Cameron Dawson, CFA, Chief Investment Officer, NewEdge Wealth Jack Ablin, CFA, Chief Investment Officer, Cresset

Mixed economic data throughout May continued to befuddle investors looking to capitalize on near-term interest-rate cuts. The odds for a summertime reduction in the Fed Funds rate appear remote now, and the possibility for no rate cuts in 2024 remains real.  Read our May Monthly Market Wrap newsletter below. #inflation #FOMC #interestrates #investors Thomas Quealy | Larry Whistler, CFA | Matthew J. Krajna, CFA | Timothy D. Calkins, CFA | Michael Skrzypczyk, CFA | Nicholas DiRienzo, CFA | Peter Kazmierczak, CFP® | Ryan Flynn | Conner Gyllenhammer, CFA | Nicole Hendrix

Last week, headline numbers aligned with expectations, with PPI rising 2.2% and CPI rising 3.4% yearly.    #inflation #CPI #PPI #BLS   Thomas Quealy | Larry Whistler, CFA | Matthew J. Krajna, CFA | Timothy D. Calkins, CFA | Michael Skrzypczyk, CFA | Nicholas DiRienzo, CFA | Peter Kazmierczak, CFP® | Ryan Flynn | Conner Gyllenhammer, CFA | Nicole Hendrix

Headline numbers were in line with expectations, with PPI rising 2.2 percent and CPI rising 3.4 percent year over year. Watch our latest Market Minute video below: #inflation #CPI #PPI #BLS #NASDAQ #FOMC Thomas Quealy | Larry Whistler, CFA | Matthew J. Krajna, CFA | Timothy D. Calkins, CFA | Michael Skrzypczyk, CFA | Nicholas DiRienzo, CFA | Peter Kazmierczak, CFP® | Ryan Flynn | Conner Gyllenhammer, CFA | Nicole Hendrix

Panel Discussion: Fixed Income: Trends Shaping Today’s Landscape Amidst the easing inflation concerns and diminishing expectations of rate hikes, it's crucial to pinpoint optimal strategies for fixed-income investment. Is the traditional 60/40 investment approach still effective? Furthermore, what key elements should fixed-income investors take into account in this shifting economic landscape? Panelists will explore the delicate balance between risk and return in building a fixed-income portfolio, considerations in choosing fixed-income securities across sectors like government, corporate, municipal bonds, and mortgage-backed securities, and the significance of credit research and analysis in fixed-income investment. #sixtyfourty #investments #fixedincome #strategies #MarketsGroupPW Moderator: Nora Pickens, CAIA, Principal, Investments, Mill Creek Capital Advisors (PA) Panelists: Timothy D. Calkins, CFA Calkins, Co-Chief Investment Officer, Director of Fixed Income, Nottingham Advisors Asset Management (NY) Matthew Buscone, Co-Head of Portfolio Management, Breckinridge Capital Advisors  Michael Arone, Chief Investment Strategist, SPDR Americas Business, State Street Global Advisors Alec Strain, Director of Business Development, Flourish