Brown Shipley | A Quintet Private Bank’s Post

We are looking forward to being part of this weeks Investment Week Private Markets Focus event. We'll be covering insight from our recent UK Private Markets specific outlook. Details within the post #marketresearch #uk #privatemarkets

Investors are looking to pivot away from developed markets and large-caps, Mats Eltoft, head of Nordic business development and client relationships at US asset manager William Blair, tells AMWatch, in the latest article our International Managers Summer Series. “Many of the investors we engage with believe there could be a pivot soon and are actively looking at various ways to diversify their portfolios. This pivot might be driven by high valuations in developed markets and large-cap stocks, prompting investors to diversify into emerging markets and small-cap stocks as the discrepancy widens,” Eltoft says. #assetmanagement #assetmanager #financialmarkets #bankingindustry #investments #stockmarket #emergingmarkets #pensionfunds #Nordic

Yesterday, the Edinburgh Investment Trust held it's Annual General Meeting in Edinburgh. During the AGM, portfolio managers Imran Sattar and Emily Barnard discussed the drivers of performance, the current shape of the portfolio and the outlook for the Trust and the UK. You can watch a recording of the AGM here: https://lnkd.in/en2j-k67 #EdinburghInvestmentTrust #AGM #InvestmentInsights

💡 Why should you start investing now? That’s the big question we’re tackling in the 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟬𝟮𝟰 𝗠𝗮𝗻𝗮𝗴𝗲𝗿’𝘀 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲! Read it here: https://okt.to/GNEXVP This month, we turned to leading investment managers at Mercer New Zealand, Milford Asset Management, and Fisher Funds to answer key questions around our theme, ‘Invest Now’. Padraig Brown, Chief Financial Officer New Zealand at Mercer, Murray Harris SF Fin, Head of KiwiSaver & Retail at Milford, and David Boyle, General Manager KiwiSaver at Fisher Funds, share their insights on why it’s a great time to invest, offering valuable strategies and approaches for investors at every stage. Read the full article for practical tips to help you navigate the current market and uncover new opportunities. #InvestNow #NZFinance #InvestmentInsights #Investing #FinancialServices #InvestingTips

Investment Week's final Market Focus event of the year takes place this Thursday 14 November at The Ned in London and is on Private Markets! Register your free place today at the link below. #PrivateMarkets have entered an exciting new era in the UK wealth management space as innovative fund structures and platforms are opening up growth opportunities, as well as prompting discussions about the role of private assets in client portfolios. Attend to hear the views of a number of different private market providers in one place and listen to expert speakers offer their perspectives on the outlook for private markets for this year and beyond, explain their current portfolio positioning and how their funds may fit in investors' portfolios. Sessions include: 📍 UK retail appetite for private assets: Key opportunities and challenges - Mark McFee, Editorial and Insights Director at Research in Finance 📍 Capturing value in late-stage venture capital - Kevin Moss, Managing Director and Portfolio Manager, Liberty Street Advisers GAM Investments 📍 Private credit: Investing in diversified infrastructure - Albane Poulin, Head of Private Credit, Gravis 📍 Is Energy Transition Infrastructure the perfect asset class for investors? - Duncan Hale and Jack Wasserman, CFA at Schroders 📍 Real Assets: Revitalising the essential infrastructure of today and priming for tomorrow - Anish Majmudar, CFA, Head of Real Assets, M&G Investments 📍 Panel discussion: Where now for private market allocations in the UK wealth space? Anthony Leatham of Peel Hunt, Mark McFee of Research in Finance and James Lowe, CFA of Schroders https://lnkd.in/erSRhucp #privatemarkets #privateassets #realassets #investors #wealthmanagement #investmentevents #fundselectors #assetallocation #privateequity

Very happy to share this with my linked in connections and beyond - please take some time to explore bfinance's latest Global Asset Owner Survey ('Risk and Resilience'), available for download here: https://okt.to/HCU0Be My colleagues and I take a look at the decisions and hurdles facing pension funds, insurers, endowments, foundations, family offices, and various global asset owners, drawing from insights of over 300 leading investors who collectively manage more than US$7 trillion in assets. Do you agree with our perspective? Olivier Cassin Toby Goodworth Peter Hobbs Mathias Neidert Robert Doyle Duncan Higgs, CFA Kathryn Saklatvala Oliver Wade #institutionalinvestors #assetmanagement #onyourside

𝗡𝗲𝘄 𝗥𝗲𝗽𝗼𝗿𝘁: Download bfinance's biennial 𝗚𝗹𝗼𝗯𝗮𝗹 𝗔𝘀𝘀𝗲𝘁 𝗢𝘄𝗻𝗲𝗿 𝗦𝘂𝗿𝘃𝗲𝘆 ('Risk and Resilience') here: https://okt.to/DSdaL3 A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’ around the globe. This biennial study draws on the experiences and views of 𝗼𝘃𝗲𝗿 𝟯𝟬𝟬 𝘀𝗲𝗻𝗶𝗼𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀, whose institutions are responsible for stewarding assets in excess of 𝗨𝗦$𝟳 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻. Olivier Cassin Toby Goodworth Peter Hobbs Mathias Neidert Robert Doyle Duncan Higgs, CFA Kathryn Saklatvala Oliver Wade #institutionalinvestors #assetmanagement #onyourside

The Spring edition of Investment Week's flagship Funds to Watch will once again bring together the UK's top fund selectors to hear from up and coming, or evolving, funds and managers in London next month. In addition to discovering the funds that will drive future returns, fund selectors will benefit from the chance to join industry peers in generating new ideas, share challenges and opportunities and participate in enlightening discussions. The event also features a keynote speaker, industry panel discussion and a guest dinner speaker! Here are some highlights from the agenda: ▶️ How to enhance your yield with CLO structured credit with Jay Huang of CIFC Asset Management ▶️ Dynamic Duration: Building resilience in bond allocations with Jack Roberts, CFA of Atlantic House Investments ▶️ Nedgroup Investments Contrarian Value Equity Fund: distinguishing long-term winners, steering clear of losers with Brian Selmo and Nisha Thakrar, CFA at Nedgroup Investments ▶️ Not Your Grandfather’s Value: Capturing idiosyncratic US value opportunities in today’s market with Cem Inal, Chief Investment Officer at AllianceBernstein Also confirmed to present are Baillie Gifford, Capital Group, Rathbones Group Plc, Edmond de Rothschild, TIME Investments and Daiwa Asset Management Get in touch today to get access to the full agenda and to register your place https://lnkd.in/ezjbvHUs #fundstowatch #fundsselectors #fundselection #investmentevents #assetmanagement #portfoliomanagement #investorevents #fundmanager #funds #equities #bonds

In this Masterclass, our host Mark Colegate is joined by a panel of experts as they explore the current state of UK equities, opportunities for growth, and potential risks 👉 https://lnkd.in/eaVrfPwT Discover the potential effects of a new government on #EquityMarket and sector valuations, with a focus on immediate and long-term impacts, the portfolio construction techniques designed for periods of UK equity outflows and evaluate the financial health and spending patterns of UK consumers with Rathbones Asset Management, AXA Investment Managers, Raynar Portfolio Management and Amati Global Investors. #ATVMasterclass

"In uncertain times our strategy remains firm. We believe that our philosophy, of diversifying the Manager line-up across a broad range of styles from different regions and approaches, will allow performance to continue to be driven more by bottom up fundamentals than by the prevailing winds of the macro-economy, or factors such as growth or value styles being in vogue." MLC's Portfolio Manager, Global Equities Liam Wilson took a deep dive into the world of global equities with employer clients today. During the live investment webinar, Liam shared the latest trends and opportunities for global equities, and strategies within our portfolio. This quarterly webinar series features an expert MLC Asset Management panel, with May's edition providing employer clients with an economic and market update, MySuper performance and portfolio update, as well as a spotlight on Global Equities. Bob Cunneen Steve Gamerov #MLCAssetManagement #MLC #investments #superannuation