Lear Investment Management’s Post

It's tricky to tell which way the economy is going. There are plenty of encouraging signs, but then you hear some not-so-rosy news. So what does that mean for your money? If you missed the discussion on what's happening with the markets lately, catch the replay: https://bit.ly/3LiOIUG Fidelity panelists talked about market opportunities for your cash: the buzz around  AI, and more familiar investments like fixed income. If you  watched the webinar, drop me a line on what you found most helpful below 👇

Tomorrow at 9:55 AM GMT I'll join Laura Connell, James Wise, and Alex Wood Morton on stage at Fortune Brainstorm AI to talk about investing in AI + navigating the market in Europe. We're covering all the good stuff: what to look for when you invest, how to think about the regulatory environment, how to assess competition, and more. The opportunities in Europe feel big right now, but investors need to stay sharp in a fast-changing environment. So come see me! I think this convo is going to be a good one. More info ↓ https://lnkd.in/eicq-UnA

In this episode of MainStreet Macro, ADP Chief Economist Nela Richardson dissects the 3 very real ways networks - both human and AI - impact Main Street. For more insights, go to https://www.adpri.org.

For decades, seeking knowledge online has meant googling it –but Artificial Intelligence–AI, is changing that. We’ll review a sizzling Wall Street Journal report about how the web itself is changing in the Market Intel Segment, then an update on income replacement strategies…MASTERING MONEY is on the air!!! Check out this episode! https://ow.ly/pwxa50QTYyu

Catch up on all the latest in Orr Group's April Newsletter! You can find our latest insights on AI and the economy, sign up for exciting events, and get to know more about our partners and teammates. Check it out below (and subscribe to get the next one right to your inbox).

Artificial Intelligence (AI) has taken the world by storm. It has arguably become one of the most impactful trends in not only the investment industry but also in the broader economy. Financial professionals: Join me on March 14th for a webinar with Mark Marex, CFA, Senior Director, Index Research and Development at Nasdaq, and Alex Bryan, CFA, Director, Product Management at Morningstar, where we will discuss potential ways for advisors to harness the theme of AI. Register here: ow.ly/ys2v30sAEo2 **Event for financial professionals only 

What will 2024 have in store for the programmatic industry? What buzzwords will you hear at every conference and industry event? We’ve asked the people in the know... Members of IAB Europe’s Programmatic Trading Committee! They predicted AI, sustainability and many more last year, so it’s a safe bet they will get it right for 2024. Discover their predictions: https://bit.ly/41MoTUy

As AI transforms newsrooms, how can we ensure accuracy, trust and transparency are not eroded in an evolving media landscape? This in-depth panel at Trust Conference 2024 (22nd/23rd October), hosted by the Thomson Reuters Foundation, is on my must-see list – exploring the challenges of treading the fine line between embracing efficiency and upholding strong journalistic values: https://bit.ly/4c8f7zv #TC2024

It's tricky to tell which way the economy is going. There are plenty of encouraging signs, but then you hear some not-so-rosy news. So what does that mean for your money? If you missed the discussion on what's happening with the markets lately, catch the replay: https://bit.ly/3LnhFPo Fidelity panelists talked about market opportunities for your cash: the buzz around  AI, and more familiar investments like fixed income. If you  watched the webinar, drop me a line on what you found most helpful below 👇

💡Great insights from Orlando Bravo, founder and managing partner of Thoma Bravo, on the state of private equity in the enterprise software market. Key takeaways: 📊 On the sell side: While mid-performing companies struggle to receive compelling offers, top companies remain attractive to strategics, who are less sensitive to interest rates than PEs. ⏳ Selling companies takes as much time as buying (it can take 3-5 years to build a pipeline). ❄️ The PE industry is largely frozen, with few new deals closing due to challenges in portfolio companies. 🔧 As a result, PEs are focusing on their portfolio companies' operations - cutting costs to boost margins, reassessing leadership, and aligning stakeholder interests are key priorities. 📉 Many companies are overleveraged due to slower growth creating a refinancing risk. 💸 Valuations for profitable companies remain fairly high (around 30x PER), while non-profitable ones can drop as low as 1-2x revenue. 🤖 GenAI will disrupt enterprise software companies that primarily aggregate reports/data. For those offering mission-critical products, GenAI will enhance their value proposition. #PE #Enterprisesoftware