Lee Waite

“Semiconductors are everywhere.”    Monks Investment Trust deputy manager Helen Xiong breaks down how the Trust’s exposure serves the world’s insatiable appetite for computation in #TrustMagazine.    Read the latest issue now: https://bit.ly/47vgTKc 📖. #ActualInvestors

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Q2 market highlights for advisers 📹 Catch up with our Head of Investment Solutions, James Flintoft, CFA's latest analysis as he explores the strong performance seen across markets and what we advisers could expect heading into Q3. “In the UK there's been a spate of takeover offers which has lifted the mood a little bit, internationally investors are looking at that more closely.” Start the remainder of the year on the front foot: https://lnkd.in/eUGKjFEg

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Industry insights abound in Chris Biddick's Asset Servicing Times interview where he reflects on the major issues impacting the #assetservicing and #funds industry, including the shift to T+1, the constant focus on improving resilience and operational efficiencies, and the key ingredients for staying competitive. You can read the full article here: https://lnkd.in/eu9Q2aaF #FundManager #CustodianBank #GlobalCustodian #FinancialEcosystem #InvestmentOperations

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The latest edition of #assetservicingtimes (out today) features Chris Biddick Bravura Solutions on the cover. In the full interview Chris talks about the importance of efficiency and resilience in our industry as well as the role of #blockchain and evolution of #ai #assetservicing #technology #financialservices #clientwork #pr #fintechpr #finservpr David Martin Pippa Russell #russellcommunications #russellcomms

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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

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Morning all. The latest edition of Rathbones Asset Management’s In Conversation has arrived. Watch the latest Rathbone Multi-Asset Portfolios video here: https://lnkd.in/erP8VwGV   For Professional Investors. #ProfessionalInvestorsOnly #InConversation #RathbonesAssetManagement #OutNow #RathbonesMultiAsset

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In a shifting economic landscape, companies with solid products and smart strategies thrive, while the end of cheap debt challenges others. Robert Natzler explores how our ability to invest in off-the-beaten-track businesses can be an advantage. #ActualInvestors https://lnkd.in/ee9UipHm

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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

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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

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ECP Asset Management poaches Ecofin director in UK push. ECP Asset Management has appointed Ryan Rajkumar from Ecofin as principal of distribution. Check out Beth Brearley latest article👇 https://incm.pub/4etF0Me #investment #wealthmanagement #assetmanagement #finance

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Our relationship with Northern Trust Asset Servicing, Guernsey has proven pivotal to our operations in a number of ways and we would like to briefly reflect on a few of these. Northern Trust has been our asset servicing partner since our initial public offering in 2021. We are looking forward to many more years of successful collaboration!   Partnership Highlights: - Comprehensive Support: As our administrator, Northern Trust enhances our operational efficiencies and compliance. - Trusted Custodianship: Their role as custodian ensures the safekeeping of our assets, providing our stakeholders with enhanced security and peace of mind. - Depositary Services: Acting as our depositary, Northern Trust helps to manage and mitigate risks associated with the custody and administration of our assets, including operational, legal, and counterparty risk. - Company Secretary Services: Assistance with corporate governance, regulatory compliance, maintaining statutory records, organising board meetings and ensuring adherence to local legal requirements.   Looking Forward:   This partnership bolsters our infrastructure and fortifies our commitment to maintaining rigorous standards and operational excellence. Having Northern Trust by our side as a trusted partner allows us to better focus on managing our investments across various industries effectively.   We are grateful for their continued support.   Dave Sauvarin, Chief Executive Channel Islands, Northern Trust, said: “Our 30+ years’ experience in servicing London Stock Exchange listed funds allows us to provide a resilient and flexible operational infrastructure to support the Castelnau Group’s growth strategy. We’re delighted to be their trusted partner.”   Northern Trust currently provides listed fund services to approximately 18 Guernsey-based clients with US$21+billion AuA listed on various international stock exchanges, including the London Stock Exchange    #CastelnauGroup #NorthernTrust #Partnership #OperationalExcellence #AssetServicing #Innovation #Growth

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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

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When the cameras stopped rolling, our investment managers were struck by the volume of questions submitted during their Disruption Week briefings. Our specialist teams have provided answers to your burning questions here: https://bit.ly/3VpQSr9. 💬 🌏 #ActualInvestors

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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

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“It’s not about growth or value, it’s about trying to identify the very, very small number of companies that have the potential to be truly world-beating.” Stuart Dunbar explains why we hunt for the outliers: https://lnkd.in/esXaDaYU #ActualInvestors

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Schroders Americas CEO Phil Middleton to become head of UK as James Rainbow exits. Schroders Americas CEO Phil Middleton will return to London in 2025 to head the firm’s UK business after an extended stint in the US. Check out Cristian Angeloni's latest article 👇 https://incm.pub/3UDADX1 #investing #assetmanagement #wealthmanagement #finance

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