Markets Group’s Post

We are delighted to share a first look at the agenda for this year's Future of Investment Festival, brought to you by Investment Week, Professional Adviser and Professional Pensions. Taking place on 5 June in London, the Future of Investment Festival will help fund selectors, financial advisers and pension professionals navigate a rapidly-changing investment landscape and stay ahead of the major structural trends set to shape the industry. Highlights from the agenda include: 💡 CEO panel: how asset management leaders are navigating an age of disruption 💡 The role of investors in protecting the natural world for future generations 💡 Capturing artificial intelligence to future-proof portfolios 💡 Beyond a good story: What to look for when selecting a thematic fund 💡 Investing in the climate transition – taking old industries into the new world 💡 Making food affordable and sustainable 💡 Panel: the future of fund selection View the agenda today and register your place: https://lnkd.in/e_WSRMhX Thank you to our sponsors EdenTree Investment Management, J. Safra Sarasin, Morningstar, Redington, Royal London Asset Management and UBP - Union Bancaire Privée #futureofinvestment#futureofinvestmentfestival #investmentevent #fundselection #assetmanagement #esg #sustainability #sustainableinvesting #ai #investors #nextgeneration #climate #artificialintelligence

🌍 Global events can significantly impact investment landscapes. Let's take a look at how historical events have shaped investor strategies: 🌟 Market Resilience: Understanding how markets have recovered post-major events. 🌟 Strategic Adaptation: How to adjust your portfolio in response to global shifts. 🌟 Long-Term Perspective: Maintaining focus on your investment goals amidst global changes. Learn how to navigate the complexities of global events with Mainstar Trust. https://loom.ly/Fz6N1U4 #GlobalInvesting #MarketInsights #MainstarTrus

Martin Gerber at Connor, Clark & Lunn Financial Group (CC&L) and Andrew Sweeney at PH&N Institutional, will discuss secular forces emerging within the global economy, and implications for financial markets and portfolio strategy. More specifically, over the last 30+ years, geopolitical forces, labor market trends, the globalization of the world economy, and resulting business strategies were very positive for asset price returns. Changes in all of these areas will likely have implications for asset returns during the next cycle. This backdrop presents both challenges and opportunities. There are some important considerations for investors as they evaluate their portfolio strategic positioning. Against a volatile and uncertain backdrop, alternative asset classes and greater added value from active management, particularly in less efficient segments that offer increased opportunity, might be important tools to meet investment objectives. The PIAC Fall Investment Conference is less than two weeks away! Shaping up to be one of our best attended conferences ever, the event features three days of networking with more than 100 representatives of pension funds across the country. The conference provides the perfect environment to establish new relationships, collectively discover innovative solutions to challenges in the sector and learn from the experts on a range of pension topics and emerging trends. Click here to view the full program and register (Members Only): https://lnkd.in/etWXwaU #PIACPensions

The 2024 economic and geopolitical landscape promises to be a dynamically evolving environment - retirement #plansponsors will need to navigate uncertainty throughout the year. Learn more about the key themes for corporate DB plans to consider in 2024: https://aon.io/3S6DllH #Wealth #CorporateDB #DefinedBenefit

Thinking of taking your investment strategy global?🌐 How can international investments help diversify and potentially enhance your investment portfolio? 🚀 📊𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧: International investments spread your risk across different economies and markets, which can help protect your portfolio against local market volatility. 📈𝐆𝐫𝐨𝐰𝐭𝐡 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬: Emerging and developed markets outside the U.S. offer growth opportunities that might not be available domestically, especially in sectors like technology, energy, and consumer goods. 💱𝐂𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞: Investing in foreign markets can also offer potential gains from currency fluctuations, adding another layer of diversification to your portfolio. 𝐑𝐢𝐬𝐤𝐬 𝐭𝐨 𝐂𝐨𝐧𝐬𝐢𝐝𝐞𝐫: 📉𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗶𝘀𝗸 International markets can be more volatile. Political, economic, and currency risks are important considerations when investing abroad. ⛔𝗜𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗔𝗰𝗰𝗲𝘀𝘀: It might be more challenging to obtain reliable information about foreign investments. Partnering with a knowledgeable advisor who understands international markets can be invaluable. 👜𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: International investments should be part of a broader diversified investment strategy tailored to your risk tolerance and financial goals. Be sure to make investment decisions that align with your life's goals and objectives. 💬 𝐂𝐨𝐧𝐭𝐚𝐜𝐭 𝐔𝐬: https://lnkd.in/eQrstYwt We believe in the power of a well-rounded, diversified portfolio that includes thoughtfully selected international investments. Our team is here to guide you through understanding global markets and identifying opportunities that align with your investment strategy. #WealthBuildingWednesday #InternationalInvestments #GlobalDiversification

Thinking of taking your investment strategy global?🌐 How can international investments help diversify and potentially enhance your investment portfolio? 🚀 📊𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧: International investments spread your risk across different economies and markets, which can help protect your portfolio against local market volatility. 📈𝐆𝐫𝐨𝐰𝐭𝐡 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬: Emerging and developed markets outside the U.S. offer growth opportunities that might not be available domestically, especially in sectors like technology, energy, and consumer goods. 💱𝐂𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞: Investing in foreign markets can also offer potential gains from currency fluctuations, adding another layer of diversification to your portfolio. 𝐑𝐢𝐬𝐤𝐬 𝐭𝐨 𝐂𝐨𝐧𝐬𝐢𝐝𝐞𝐫: 📉𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗶𝘀𝗸 International markets can be more volatile. Political, economic, and currency risks are important considerations when investing abroad. ⛔𝗜𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗔𝗰𝗰𝗲𝘀𝘀: It might be more challenging to obtain reliable information about foreign investments. Partnering with a knowledgeable advisor who understands international markets can be invaluable. 👜𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: International investments should be part of a broader diversified investment strategy tailored to your risk tolerance and financial goals. Be sure to make investment decisions that align with your life's goals and objectives. 💬 𝐂𝐨𝐧𝐭𝐚𝐜𝐭 𝐔𝐬: https://lnkd.in/gv2vydi4 We believe in the power of a well-rounded, diversified portfolio that includes thoughtfully selected international investments. Our team is here to guide you through understanding global markets and identifying opportunities that align with your investment strategy. #WealthBuildingWednesday #InternationalInvestments #GlobalDiversification

Are net-zero targets holding back UK asset owners from investing in impact within emerging markets? And when it comes to these markets, is a passive or active investment approach more effective? These are just a few of the key questions explored in this (very!) insightful research.

Hear firsthand about our groundbreaking Impact Lens research on investing in emerging markets, and the attitudes of asset owners and pension funds. Join Pensions for Purpose and Ninety One for an in-person afternoon roundtable on real-world impact in emerging markets, on 26 September, at 15:00, in London. Register your interest: [email protected] #ImpactLens #EmergingMarkets #PensionsforPurpose https://ow.ly/2Frv50Tg7zC

Interested in Emerging Markets and Impact investing? Come and join us on the 26th September, where we'll be hosting some of the UK's largest asset owners, alongside Pensions for Purpose, to debate and discuss the investment opportunity #emergingmarkets #impact

According to Bain & Company, there is nearly $300T in global assets under management, and about half of that is with individual investors. And yet… that same group represents under 20% of AUM in alternative investments. Why is that? And how can we change that? Alto is committed to providing education, tools and services that enable individual investors to gain exposure to alternative investments with their retirement funds in our widely recognized self-directed IRA, recognized in Investopedia, Fortune, and Forbes. Read the piece from Bain in the comments below.