Jeremy Soutter

After hitting new highs multiple times in the first half of 2024, what might the rest of the year and beyond have in store for global equity markets? Chris Wallis, CEO, CIO, and Senior Portfolio Manager at Vaughan Nelson Investment Management shares his global macro outlook, what areas are offering the most value, and risks investors should consider. Natixis Investment Managers. 🔗 Read the full article on Investment IQ: https://incm.pub/3XsBUk7 #investing #assetmanagement #wealthmanagement #finance

1

We were delighted to welcome Mary-Therese Barton, Global CIO of Fixed Income, and Niall Quinn, Global Head of Institutional Business, from Pictet Asset Management to Asia, where they shared insights on the opportunities in fixed income with asset owners and investment consultants across Mainland China, Hong Kong and Singapore. Amongst the discussions, rate movements, elections and the growing importance of sustainability and AI were top of mind. Vincent Ferraton, Head of Asian Credit Research at Pictet Asset Management, also discussed the interplay between private and public credit. We look forward to continuing these discussions across the Asia region. #PictetAssetManagement #FixedIncome #Asia

21

Hear from Atrium Senior Portfolio Manager – Co-head of Multi Asset, Brendan Paul and Head of Client Investment Solutions, David Dix, as they discuss Alternatives. In this short video, they explore: ▶ What is an alternative investment? And the importance they play in Risk Targeted Investing. ▶ What is driving the returns ▶ What investments are adding value to the portfolio? ▶ What is the right type of percentage allocation to alternatives? https://lnkd.in/gDYsuSWi

18

steven hay shares insights on strategic asset allocation in Baillie Gifford's Managed Fund and outlines three questions to ask your growth manager. Watch here: https://bit.ly/4gDvzuk. #ActualInvestors

12

The private capital landscape is seeing some exciting shifts, especially when it comes to giving fund managers more flexibility. Take the recent partnership between Investec and Ares Management—an approach designed to support fund managers with much-needed subscription line facilities in the UK, Europe, and beyond. This sort of collaboration shows how innovative finance can help meet the increasing demand for liquidity, particularly in the mid-market. For fund managers, having the right financial guidance can be invaluable. The structuring them in a way that aligns with growth ambitions and gives managers the confidence to act quickly when opportunities arise. That’s where strategic advisory comes in, helping to craft bespoke financial solutions that serve immediate needs while supporting long-term stability. It’s clear that as market demands evolve, so too must our financial solutions. With tailored advice, fund managers are better placed to secure sustainable growth in a way that makes sense for their strategy. https://lnkd.in/ek3TkgwR

2

Read the report: https://ow.ly/JBYR50SR22q > Upward momentum in the UK market continues to accelerate, driven by improving macro and strong company results > Despite the positive turn, absolute valuations remain exceptionally low, suggesting space for significant further upside Learn more about JOHCM UK Equity Income https://ow.ly/na0X50SR22r Clive Beagles James Lowen #JOHCM #UKEquityIncome

12

The Bankers Investment Trust PLC(BNKR) invests in four regions across the globe. In this video, fund manager Alex Crooke discusses the recent changes made to the trust’s portfolio and his outlook for each region. Click here to watch the video: https://bit.ly/413I2CQ #JanusHendersonInvestmentTrusts #JHI #InvestmentTrusts #MarketingCommunication For UK investors only. Capital at risk.

3

Watch the recording of our recent multi-asset webinar where portfolio managers Simon Nichols and Alison El-Araby discuss why they believe multi-asset is best placed to benefit from the changing world around us and what this means for the positioning of Newton’s Multi-Asset fund range. Learn more: https://bit.ly/4fIQNqO

7

🌐 We are pleased to share insights from a recent Calastone webinar featuring Edward Glyn and Mark Baker, delving into our latest global fund flows report. Dominic de Lisle has distilled the most compelling highlights from the discussion in his latest blog 📊 #bearmarket #equities #fixedincome #mutualfunds #fundflows

13

Our Managed Portfolio Service offers advised clients access to multi asset class portfolios in four distinct strategies. Explore how we can work with you to decide a strategy which aims for the best risk-adjusted returns. Capital at risk. https://lnkd.in/eyh-NMKn #Portfolio #PortfolioManager #MultiAsset #Investing

2

Just in: Pemberton Asset Management aims to raise €4bn for mid-market credit fund Set to complete in October this year, the fund would be Pemberton’s fourth vintage debt fund targeting mid-market investments, with the potential to reach €5bn in total fund size, reports Bloomberg. Pemberton’s typical mid-market strategy targets senior secured tranche for businesses with under €75mn EBITDA. In parallel, the firm is also raising its second generation senior loan fund, expected to close 1Q25 with a target of €3-3.5bn, specialising in senior secured investments. The moves follow a partnership announced with Abu Dhabi Investment Authority (ADIA) to create a niche lending business — NAV fund financing, in order to back private equity sponsors. Strong moves in the market riding the private credit wave, LPs show tremendous interest in investing and deploying capital in this space. Follow to keep updated in private credit and alternative investment. #privatecredit #privateequity #investmentbanking #fundraising #financing

169

Starlight Global Growth Fund, Portfolio Manager James Thomson, provides an update. “While markets are choppy at the moment, don't let the noise drown out the true message. We don't think we're on the cusp of a prolonged bear market. In fact, the long term future looks bright and we've been buying,” said James in the update. James highlights two of his favourite consumer stocks which are thriving during a global cost of living crisis. Top contributors this year include a familiar favourite and a new position in a stock that James has wanted to buy for years and finally stepped into this summer: https://lnkd.in/gJKfNkrf The Starlight Global Growth Fund seeks reliable and repeatable growth from high-quality global companies that can outperform in a variety of economic environments. YTD and over 1 year the Fund’s Series F is up 19.3% and 31.7% respectively, as of September 30, 2024. Learn more: https://lnkd.in/gpsVvnrb Starlight Global Growth Fund is sub-advised by Rathbones Asset Management   #StarlightDiversifiedEquities #StarlightGlobalGrowth #GrowthInvesting #Growth James Thomson

17

#Schroders Head of #FixedIncome Kellie Wood features in this Adviser Voice article, talking about the opportunities in Fixed income. For investors seeking stability and income, the expected moderation in inflation may work in their favour. Read more here: https://okt.to/jXlJYn #investing

9

We are delighted to share that our Guardian and Fusion, trend-informed, tactically-traded portfolios have delivered outstanding results in Q1.   • Across all risk levels, all of the Fusion portfolio returns and Sharpe ratios, measuring risk-adjusted returns, were in the first quartile for Q1. • Across all risk levels, all of the Guardian portfolios had returns and Sharpe ratios in the upper 2 quartiles for Q1.   Our trend-informed portfolios are 100% invested when market conditions are favourable, but will be reduced in times of market stress.   We remain committed to reducing volatility and maximum drawdowns over whole business cycles, aiming to protect and grow capital growth. Guardian portfolios: https://lnkd.in/eTjbRZDN Fusion portfolios: https://lnkd.in/emBmr54t #DFM #MPS #IFA #WealthManagement #Investing #CrossingPoint

15

1 Comment

Have you seen it? Our Five-Year Performance Review 2024 is now available. The document provides a comprehensive overview of the performance of UK retail structured products that matured in 2023 and the preceding four years. Take a look https://bit.ly/3yqOLL6 #StructuredProducts #Investment #FinancialAdvisers #IFA

1

Have you explored our Managed Account Portfolios yet? 💲 At Collective Wealth Advisers, we’re proud to partner with leading portfolio managers, Innova Asset Management . Together, we help you navigate your investment journey with a trusted, research-driven approach. Why Choose Our Managed Portfolios? Our team has worked closely with Innova's experts to offer our clients a world-class investment management solution — portfolios designed to work ✨with human behaviour✨ helping you stay on track by balancing rational risk limits and avoiding unnecessary risks. With our risk management framework and a focus on helping you achieve your financial goals, our clients can confidently invest knowing their portfolio is built for stability, diversification, and consistency. Learn more about our Managed Portfolios: https://lnkd.in/g3ASwvgZ #InnovaAssetManagement #WealthManagement #BrisbaneFinancialAdvisers #SmartInvesting #PortfolioManagement

4

1 Comment

Read the latest update from our direct lending team to understand how they are able to source deals unavailable elsewhere, and how this can help deliver long-term performance. Learn more: https://lnkd.in/emUXhcgH Professional investors only. Capital at risk. #privatecredit #privatedebt #directlending #privatemarkets

22

2 Comments