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Did you know that 83.33% of Large-Cap mutual funds in India underperformed the S&P BSE 100 in the last year? 🤯 That's a reminder that staying on top of financial news and events is key to making informed investment decisions. But who has time to sift through everything? That's where our upcoming AI solution, NewsGenie, comes in 😉. It helps you track and analyze financial news as it happens, giving you that extra edge! For now, how do you keep up with the fast-paced world of finance? Let's share some ideas in the comments! P.S. Do you follow NewsGenie for the latest market insights and investment tips?

Bridgewise, the financial investment intelligence platform for global securities, and Rakuten Securities have announced a strategic partnership to launch AI-powered financial investment analysis solutions for the Japan market. From spring 2025, this partnership will include the provision of Bridgewise’s AI-powered investment intelligence services to over 11 million Rakuten Securities customers, with further innovative features set to be rolled out later in the year. The Bridgewise platform analyzes fundamental data and rating as well as investment recommendations on over 90% of global equities and funds, including ETFs, stocks, and mutual funds. Since its founding in 2019, Bridgewise is now available in more than 25 languages and across 15 markets and has a coverage of more than 50,000 global financial instruments. 👉 Subscribe to our weekly LinkedIn newsletter, the "Japan FinTech Observer", here: https://lnkd.in/gNjUuSxG https://lnkd.in/gqt-jrxq

Just as there are countless investment options available, selecting the right broker can be quite challenging. Understanding your investing style and goals is crucial for making informed decisions. We analysed data from our Sharesight user base to identify the most popular brokers for FY23/24. Our research focused on brokers with the highest trade volumes, revealing that CMC Markets ANZ emerged as the top choice, followed by pearler and CommSec. For the third consecutive year, CMC has topped the rankings among Sharesight users in Australia, reinforcing its status as a trusted broker. One of the primary reasons Australian investors favour CMC is its expansive global market support, which includes $0 brokerage fees for international trades in certain regions. CMC’s integration with the Sharesight API also plays a crucial role in its popularity. “The API lets us seamlessly integrate Sharesight’s features into our platform, allowing us to quickly enhance the overall customer experience." Andy Rogers, Director of Stockbroking at CMC Markets. Pearler has also ranked the second-most popular broker for the first time since 2022. Like CMC, Pearler utilises the Sharesight API, allowing investors to efficiently monitor their long-term portfolio performance. This change in the investment landscape shows the increasing importance of user-friendly technology and global access in meeting investors' needs. With that in mind, which brokers do you use? https://lnkd.in/gct5Ys5S

#BeyondTheCurve #GenAI is poised to change the very model of retail client management https://lnkd.in/edM4_Ypc Investing clients are running towards two opposite spectrum - Passive Index and Private Capital (hence Barbell) - as the middle offers middling returns for high cost. Basically, the cost of tailored investment solution is too high unless the invested sum is high enough (Qualified investors only). But all jumping into 'Beta only' investment vehicles robs the vast majority of (retail) investors of 'alpha'. This exclusion adds up due to compounding effect, effectively creating a 2-tier market. The current set of innovations (also mentioned in this article - Apollo/State Street, KKR/Capital Group, etc - are very interesting and offer retail investors the opportunity to juice their returns. It also offers the Private Credit firms access to much deeper pool of capital. Finally, it propels up Private Credit to higher volume. All good and interesting first steps. But to scale, it needs to go beyond distribution - it needs to address '#InvestmentManagement at scale' The ideal investment vehicle for this new public-alt asset hybrid already exists - Separately Managed Accounts. However. they are not scalable. #GenAI offers a potential solution. 'Self-Directed #InvestmentManagement' with #GenAI tool, mass-customization of investment processing and reporting, and #ContextAware Intelligent Client Interface. Thats what is missing - the right investment vehicle.

Incore Invest’s founder Nicolai Chamizo had the pleasure of sitting down with @IBSIntelligence to share his thoughts on where the Fintech investment landscape is heading in 2024 and beyond. While the road has been bumpy post-pandemic, the Fintech industry is on track for a resurgence—just not in the same way we’ve seen before. As Nicolai mentioned in the interview, it’s no longer business as usual. Investors are looking beyond hype and are focusing on long-term profitability, compliance and sustainable growth. Whether it’s through the rise of embedded finance or the careful application of AI, Fintechs that prioritise these elements will stand out. 💡 The question isn’t if Fintech will recover—it’s when. At Incore Invest we’re confident that with the right strategy, we’re poised for a brighter and more resilient future in this space. #FinTech #Investment #VentureCapital #AI #Growth https://lnkd.in/dcKtu6E

Structured notes are attractive “because they may be able to add diversity without potentially adding risk. They allow advisors to customize potential outcomes for their clients based on their risk/return profile and can be a valuable way to stabilize portfolios in volatile times -> Jim Davison, certified financial planner and financial advisor with Assante Financial Management Ltd. in Halifax Article: https://lnkd.in/esrfARRY You can use IVM Markets AI to go in seconds from thematic ask -> AI curated list of stocks/index -> AI explained why the stocks/index fit & AI powered stock research -> optimizing 48,000 variations of structured products in seconds to find those with twice the upside at a quarter of the risk. find the most optimal idea in IVM AI before you take it to final auction with your issuers or your multi issuer platform. https://ivmmarkets.com/ #AlternativeInvestments #SaaS #Alternatives #RIA #B2B #AI #structuredproducts

Wondering which asset classes are ranking as top growth sectors?  Surprisingly, technology isn’t one of them. PWC’s 2024 Mid-Year Report bears this out. The private equity landscape is shifting with energy transition, private credit, infrastructure, and insurance emerging as the top growth sectors, leaving technology behind. But why? - Larger AI deals are being dominated by public companies like Big Tech - Many are still at the nascent VC stage, making the less accessible  - The AI revolution may be too expansive for PE alone While the spotlight moves away from shiny new AI capabilities, sectors like energy and infrastructure, long ignored by both PE and federal funding, are gaining attention due to the urgent demands of climate change. PE firms see these areas as ripe for investment and growth. At Cloud Equity Group, we are working with cloud-based managed services providers which help non-tech companies keep their operations up and running, so the companies can focus on what they do best. Do you think technology will eventually make its way back to the forefront or has the faddish appeal of AI for PE investors already run its course? https://lnkd.in/dKyeYGjV

European private equity markets are showing signs of recovery, according to a new report by Invest Europe and consultant Arthur D. Little.

This week, the PermCap team shared an article from the Financial Times, "Where the value investing strategy still works," with clients and partners. In this insightful piece, author Daniel Rasmussen discusses how the value factor has performed better in the developed ex-US markets than here in the United States. Click here to read the full article: https://lnkd.in/eMGkR5QP Follow along as we continue sharing updates and some of our favorite articles. #PermCap #InvestmentOffice #OCIO #MFO

2024 has been pivotal for private markets. Great to talk to Traders Magazine about digital evolution and how firms can leverage present opportunities to create long term success. Link below. ⬇ https://lnkd.in/ecnrR-f3 #globacap #digitization #privatemarkets Globacap