2024 𝐅𝐮𝐧𝐝 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐑𝐨𝐮𝐧𝐝 𝐔𝐩 - 𝐏𝐨𝐬𝐭 3 𝐨𝐟 3 ~ 𝐈𝐬𝐫𝐚𝐞𝐥𝐢 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐚𝐥 𝐌𝐨𝐧𝐞𝐲 𝐌𝐨𝐯𝐞𝐬 𝐢𝐧 2024 ~ Did you know? Institutional investors’ AUM has grown to an impressive ~$730bn (2.7tn NIS, BOI Q3 ‘24), marking a 9% 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦 𝘴𝘪𝘯𝘤𝘦 𝘵𝘩𝘦 𝘦𝘯𝘥 𝘰𝘧 2023! It might not come as a surprise, but Israeli institutions 𝐡𝐨𝐥𝐝 𝐟𝐨𝐫𝐞𝐢𝐠𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬: 𝐅𝐨𝐫𝐞𝐢𝐠𝐧 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝𝐬 holdings rose to ~$11bn (+5% YoY). 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐀𝐬𝐬𝐞𝐭𝐬 holdings soared to ~$65bn (+12% YoY). We saw some interesting shifts this year, here are some high-level moves (First 3 Qs, 2024): 𝐎𝐮𝐭 𝐨𝐟: EUR & US High Yield India, Japan, Europe, and China Equity Asia High Yield 𝐈𝐧𝐭𝐨: Global High Yield Global Equity US Equity 𝐓𝐨𝐩 𝐀𝐥𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐢𝐧 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐅𝐮𝐧𝐝𝐬: Private Debt Real Estate Private Equity (Buyouts & Secondaries) If there’s one thing I absolutely love about the industry - it’s never boring and so will 2025 be. 𝑾𝒉𝒂𝒕 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒔𝒉𝒊𝒇𝒕𝒔 𝒅𝒐 𝒚𝒐𝒖 𝒇𝒐𝒓𝒆𝒔𝒆𝒆 𝒏𝒆𝒙𝒕 𝒚𝒆𝒂𝒓?
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If you are interested in Investing in Indian and American Equities market,Then ,There are many mid and small valuable companies in both markets,Which are good for long term investment.If invest with long term view,results will be fruitful for investors.Take advantage of present fear in the market and invest in these quality companies,whose price going through corrections.
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Market downturns, while unsettling, often present the most compelling investment opportunities. When fear and uncertainty grip the market, valuations can become significantly depressed, creating a unique chance to acquire high-quality assets at attractive prices.
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Equity Investment: Protect Your Capital & Enjoy Returns 🌟 In today’s volatile markets, simply following the trend is not enough. To succeed, your investments need to be structured to safeguard your capital while still allowing you to benefit from market growth and participate in India’s incredible growth story. 💡 Sounds too good to be true? It's not a gimmick! With the right strategies, you can minimize unnecessary risks and capture the upside of indices like Nifty and Sensex. 🔑 Join Our Workshop Topic: Structuring Capital-Protected Structures for Equity Investments Date: 20th November 2024, Wednesday Time: 4:00 PM - 5:00PM IST 🎓 Learn practical structuring techniques through Hedgenius, a comprehensive platform designed to help you manage: ✅ Equity ✅ Bonds ✅ FX ✅ Commodities ✅ Interest Rates ✅ Global Macro With Hedgenius, you get tools, training, valuation models, templates, practical strategies, warnings, and more to make informed investment decisions. 📞 For more details or to register, reply to this post or contact us at +91 9674933723 (Call/WhatsApp). Let’s make your investments smarter and safer. Looking forward to seeing you at the workshop! 🚀 #EquityInvestment #CapitalProtection #Hedgenius #RiskManagement #Investing #FinancialGrowth #Nifty #Sensex #InvestmentWorkshop
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Over the past 15 months, small-cap funds have garnered attention due to concerns about high valuations. Despite these warnings, the market has largely remained resilient. Given the unpredictability of markets, rather than trying to time them, a long-term investment approach often proves more beneficial. Focusing on consistent SIPs (Systematic Investment Plans) and regularly investing surplus funds can support wealth creation, as it mitigates the impact of short-term fluctuations. This disciplined strategy allows investors to capitalize on the power of compounding and smooth out volatility over time. Analyzing market trends through news updates and performance data can provide valuable insights for making informed decisions. While past performance isn’t a predictor of future outcomes, current trends in Indian equity markets suggest there may still be attractive opportunities for patient, informed investors. However, it’s important to remember that this is not financial advice. Investors should conduct thorough research and consult financial experts before making any decisions. A well-planned, informed approach can help navigate risks and harness potential opportunities for long-term growth.
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Equity Investment: Protect Your Capital & Enjoy Returns 🌟 In today’s volatile markets, simply following the trend is not enough. To succeed, your investments need to be structured to safeguard your capital while still allowing you to benefit from market growth and participate in India’s incredible growth story. 💡 Sounds too good to be true? It's not a gimmick! With the right strategies, you can minimize unnecessary risks and capture the upside of indices like Nifty and Sensex. 🔑 Join Our Workshop 📅 Topic: Structuring Capital-Protected Structures for Equity Investments 📅 When: This Wednesday at 4:00 PM IST 🎓 Learn practical structuring techniques through Hedgenius, a comprehensive platform designed to help you manage: ✅ Equity ✅ Bonds ✅ FX ✅ Commodities ✅ Interest Rates ✅ Global Macro With Hedgenius, you get tools, training, valuation models, templates, practical strategies, warnings, and more to make informed investment decisions. 📞 For more details or to register, reply to this post or contact us at +91 9674933723 (Call/WhatsApp). Let’s make your investments smarter and safer. Looking forward to seeing you at the workshop! 🚀 #EquityInvestment #CapitalProtection #Hedgenius #RiskManagement #Investing #FinancialGrowth #Nifty #Sensex #InvestmentWorkshop
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Our latest Investment Outlook is out and available to read > > Summary Valuations suggest that some US large cap companies are priced for very strong growth, especially for those technology giants associated with Artificial Intelligence. Other areas of the US equity market look more attractively valued. Similarities abound with the late 1990s equity bubble, after which the internet equity bubble faded and large-caps underperformed other areas, even though the economy was weak. It is noticeable that over the past few months US equities have continued to climb, but the largest Technology companies are no longer leading the market higher as other sectors have seen investor inflows. Continue reading here > > https://lnkd.in/eVVV3qcp
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We’re diving deep into the world of investment strategies with our new ‘Strategy Series’! We would analyse the world of fundamental-ratio-based buy-&-hold investment rules/strategies. We wanted to start with studying a broadbased index of the Indian market. So, in our first issue, we're studying the returns of the Nifty50 index, providing valuable insights into its performance over time. Stay tuned for expert analysis, actionable insights, and valuable strategies that can shape your investment journey! Want to receive regular insights on investments, markets, investment-rules? Sign up here: https://lnkd.in/ds3b2Nip #FidelFolio #InvestmentStrategies #MarketAnalysis #Nifty 50 #FinanceInsights #InvestingTips
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Which is better: appearing intelligent or actually being intelligent? In investing, there are two types of people: 1. The "smart" ones who seem to have it all figured out. They react to every news update, make calculated moves, and analyze every economic and political development. They adjust their equity allocation based on their predictions, reducing it during uncertain times like the Russia-Ukraine conflict, high interest rates, or when valuations are high. Now, they're reinvesting based on their prediction that interest rates will fall.Inflation is falling etc. 2. Then there are the less informed, less "smart" investors who doesn’t have the capability to analyse everyday news and its impact on markets, doesn’t have any options and simply stay invested despite market fluctuations. If we look back at the last five years since January 2019, which group do you think has made more money? Is it the ones who time the market, or the ones who stay invested without trying to predict market movements? What's your take: being intelligent or appearing intelligent? My take- When the dumb investor realises how dumb he is and invests with a plan,becomes smarter than the smartest investor #Investing #Intelligence #MarketInsights #FinancialWisdom
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This is the Principia Investment Consultants Quarterly Market Update September 2024. The quarter has been marked by several economic events that have moved markets up and down, from fears of a recession at the start of August to stock market euphoria by the end of September.
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