Nilay Samir

Is your LISP holding you back? Here's why it matters!  Choosing the right LISP can make all the difference in delivering value to your clients.    "Local IFAs are increasingly choosing DFMs that use passive ETFs to limit the total expense ratio across their portfolios,” says Charles Brits, Head of Distribution at Wealthport. “If your LISP does not allow for ETFs alongside unit trusts, then your choice of DFM is potentially restricted.    A flexible LISP partner means more options, lower costs and a better client experience – with the added benefit of administrative and compliance efficiency. Are you getting the most out of your platform?    Read more here: https://lnkd.in/dDUx4wnE

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Weekly Comment Podcast 🎙️ This week’s host, Head of Managed Portfolio Service, Simon Doherty discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, CFA, and Equity Research Analyst Jaroslaw (Jarek) Pominkiewicz, CFA, CAIA. Among the topics discussed – latest global equities movements following the post US-election gains, lates UK economic data, US inflation increasing for the first time in six months, and much more. Listen now: https://lnkd.in/ek3Kjt79 #QuilterCheviot #QCWeeklyComment Capital at risk.

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Want to know more about Baillie Gifford? Here are some quick facts about us 👇. #ActualInvestors

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As interest rates are expected to stay higher for longer, so should the relative attractiveness of cash in investment portfolios. Our investment team make the case for maintaining an allocation to cash given current market dynamics Find out more: https://lnkd.in/eCMiwyTA

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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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Discover why UK small-cap stocks are outperforming large-caps, the impact of index composition on returns, and how active management can unlock hidden opportunities. Learn how our UK fund managers are navigating this dynamic investment landscape to capture significant growth potential. https://ow.ly/IFgg50U8TOy Jack Gater, CFA #JOHCM #Smallcaps #UKEquities

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With a high percentage of revenues from companies in the FTSE100 being derived from outside of the UK, portfolio manager, Jo Rands provides an insight into how UK Large Cap equities provide international exposure, at historically low valuations. Watch the full Citywire Wealth Manager interview with the team here: https://bit.ly/3CBJm5V (Marketing)

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Barclay's Private Markets Annual Report for 2024 is here! The report is a collaboration with PitchBook and looks at how private investors are shaping the industry. The highlights include: - Why private markets are attracting a growing number of private clients. - Key strategies for manoeuvring the space. - Insights from experts at BlackRocks - The role private markets can play in an investment portfolio. Get the full details here: https://heyor.ca/pWDFjL #Investment #SilverlightExpertNetwork #PrivateMarket #PrivateEquity

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Insights into the investment world! 🗣️ Maven's Bill Nixon sits down with Giovanni Amodeo from ION Analytics, as part of their Influencers fireside chat series, to discuss the UK private equity sector. The discussion covers a wide range of topics, including the evolution of Maven, strategies for identifying successful investment niches, and the impact of market dynamics such as Brexit and interest rates on investment opportunities. 📈 Watch the full interview here 👇 https://hubs.ly/Q02CMV-w0 #Interview #Investment #privateequity

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Yesterday's budget was an attempt to break the UK's fiscal dilemma to increase investment and break a cycle of low growth and high debt. We evaluate "Reeves' Keys" to break the fiscal dilemma in this report by our economics team Caspian Conran, Nick Forrest, and Maddy Binns. #UKEconomy #BudgetReaction #BudgetAnalysis

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In CG Asset Management's Macro Snapshot for November 2024, Portfolio Manager, Emma Moriarty highlights:   ·      Trump’s victory resolves uncertainty but raises fiscal questions: Will it mean aggressive tariffs or a more moderate approach? ·      US fiscal policies could either fuel inflation or boost productivity, impacting interest rates and bond investors differently. ·      UK Budget highlights debt concerns—Britain may be closer to its debt limit than the US.   CGAM maintains cautious positions: short-duration UK gilts, longer-duration US TIPS, and capped risk asset exposure.   Please see in full below.   #MarketOutlook #InvestmentStrategy #USElection #UKBudget   

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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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Webinar: portfolio update and market outlook Thursday 5 September, 9.15am BST Did August’s market whipsaw give investors pause for thought? In our next webinar, Fund Managers Alex Lennard and Duncan MacInnes CFA will join Rory McIvor to discuss how recent market events have impacted the Ruffer portfolio. What can we learn from investors’ reactions? Has Ruffer’s thinking changed as a result? If you would like to submit a question prior to the webinar, please email [email protected]. Register here: https://lnkd.in/grc_kD-R #webinar #Ruffer #protectandgrow

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How can Long Term Asset Funds (LTAFs) transform the UK's investment landscape? LTAFs are unlocking UK pension fund capital to invest in long-term assets like private equity, real estate, and infrastructure. This boosts private markets, supports national infrastructure, and offers sustainable returns. Learn more from our Investment Funds and Regulatory teams: https://lnkd.in/e4s3fmq4

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Advisory Research Portfolio Managers Matt Swaim and Chris Harvey see a very specific opportunity set in the smaller end of the market. Learn how the investment team seeks to add alpha and absolute return to portfolios through a distinctive, company specific approach...

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This week’s host, Investment Manager, Andrew Cartwright discusses the ups and downs of the past week with Chris Beckett, Head of Equity Research. Among the topics discussed – recent election news, interest rates and what markets will focus on next. Listen here: https://bit.ly/3WWn3Qs #QCWeeklyComment #QuilterCheviot Capital at risk

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