Mo Ramani

Baird's Fixed Income Portfolio Strategy & Analytics Manager, Kirill A Krylov, PhD, CFA, unpacks stronger-than-expected GDP data that may slow the pace of Fed cuts, alongside shifting fund flows that left 15-year MBS rebounding while Ginnies lagged. Kirill breaks down conforming loan limit projections, the pitfalls of relying too heavily on refi indices as a direct translation to prepay speeds, and the surprising strength in new home sales. He also explores how seniors carrying mortgages into retirement create unexpected prepay risk in discount pools. Click here to listen and subscribe: https://bit.ly/4gMMiww #WeAreBaird

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Equity Trustees is conducting a strategic review of its Superannuation Trustee Services business opening up the option of an exit strategy. https://lnkd.in/gRrwu_7F Mick O'Brien #aet #asx #eqt #etsl #firstguardianmasterfund #npat #shieldmasterfund

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AFP is pleased to announce a partnership with The Treasury Recruitment Company to offer Certified Treasury Professional (CTP) and Certified Corporate Financial Planning & Analysis Professional (FPAC) credits for select eligible episodes of the Treasury Career Corner Podcast. With over 375 episodes and 175,000+ downloads, the Treasury Career Corner podcast is one of the leading resources for global treasury professionals, featuring in-depth interviews with senior treasury leaders, technical advice and career-building insights. The podcast is hosted by Mike Richards, an active supporter of the CTP credential, who will be speaking at #AFP2025, taking place October 26-29, in Boston. Learn more about the partnership​: https://lnkd.in/e_y7E5Um

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Did you know that cash can be an expensive gift to give to charity when you could look to your stock portfolio instead? James Schade, CPWA® of the Synergy Schade Team of UBS Financial Services, Inc., explains why in this extended Two-minute Talk with Michelle Lovely, CFRE, senior vice president of Development and Donor Services for The Dayton Foundation. #charitablegiving #holidaytips #holidaygiving #holidayseason #charity #financialplanning #wealthmanagement _____________ James D. Schade Senior Vice President – Wealth Management Portfolio Manager – CPWA Synergy Schade Team UBS Financial Services Inc. 3601 Rigby Road Suite 500 Miamisburg, Ohio 45342 Phone: (937) 226-6506 Fax: (855) 342-5658 Jamie.schade@ubs.com https://lnkd.in/eyiUAYDU This video is for informational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. It does not constitute an offer to sell or a solicitation of an offer to buy any specific product or service. UBS does not provide legal or tax advice and we would recommend viewers to obtain appropriate independent legal, tax, and other professional advice. It is important that you evaluate this information and exercise independent judgment when making any decisions. Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this recorded material, other than personal use, without UBS’s prior written permission is strictly prohibited. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at https://lnkd.in/eXFstgvg, or ask your UBS Financial Advisor for a copy. UBS Financial Services Inc. and The Dayton Foundation are not affiliated. ©UBS 2025. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC.

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If you're investing in bank stocks, listen up. Stephen Biggar, Argus Research Product Strategy Director Of Financial Services Research, reveals to TheStreet's Caroline Woods the big bank he can’t ignore, and why the market may be underestimating it:

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