Midwest VP Private Wealth Director RIAs @ Franklin Templeton | CIMA, Series 7, Series 63
Despite a constructive growth outlook, we believe global equity markets have moved to extended valuations. What does this imply? Franklin Templeton Investment Solutions team opines on this and takes a look at other asset classes in its latest “Asset Allocations” publication. https://lnkd.in/gyspac4G.
#nasdaq: Garrett Melson, CFA, portfolio strategist at Natixis Investment Managers Solutions, shares insights on why the soft-landing is still achievable and encourages investors to stay bullish through market volatility. In his discussion with InvestmentNews anchor Gregg Greenberg, Melson explains the factors behind his optimism. https://hubs.la/Q02JTvyP0
In today's investment landscape, where passive strategies are gaining traction, Paul Markham, GAM Investments’ Investment Director of Global Equities, stands firm on the value of active management. He advocates that, particularly in the current market environment with its focus on a handful of large-cap stocks, active management has the potential to yield more favourable outcomes for investors over the long haul. Read more here: https://ow.ly/12ps30sFHP9 #AssetManagement #ActiveManagement #GlobalEquities #InvestmentStrategy For professional investors only. Capital at risk.
In today's investment landscape, where passive strategies are gaining traction, Paul Markham, GAM Investments’ Investment Director of Global Equities, stands firm on the value of active management. He advocates that, particularly in the current market environment with its focus on a handful of large-cap stocks, active management has the potential to yield more favourable outcomes for investors over the long haul. You can read the article by clicking the link in the comments. #AssetManagement #ActiveManagement #GlobalEquities #InvestmentStrategy For professional investors only. Capital at risk.
In today's investment landscape, where passive strategies are gaining traction, Paul Markham, GAM Investments’ Investment Director of Global Equities, stands firm on the value of active management. He advocates that, particularly in the current market environment with its focus on a handful of large-cap stocks, active management has the potential to yield more favourable outcomes for investors over the long haul. Read more here: https://ow.ly/UQ4Q50SVJzT #AssetManagement #ActiveManagement #GlobalEquities #InvestmentStrategy For professional investors only. Capital at risk.
Is factor investing out of favour with European investors? LSEG (London Stock Exchange Group) From smart beta to factor investing, this style of investment strategy is garnering interest from investors. In this piece LSEG Lipper explains how factor investing indices work, what investors need to be aware of in terms of inconsistent performance and how to gain exposure via ETFs. 🔗 Read the full article on Investment IQ: https://lnkd.in/eCBNdvry #investing #assetmanagement #wealthmanagement #finance
Is factor investing out of favour with European investors? LSEG (London Stock Exchange Group) From smart beta to factor investing, this style of investment strategy is garnering interest from investors. In this piece LSEG Lipper explains how factor investing indices work, what investors need to be aware of in terms of inconsistent performance and how to gain exposure via ETFs. 🔗 Read the full article on Investment IQ: https://lnkd.in/eCBNdvry #investing #assetmanagement #wealthmanagement #finance
INVESTING MUST READS: Observers tend to focus a lot on ETF launches, but Morningstar analyzed more than 200 ETFs that closed in 2023. A higher interest rate environment made things tough for private equity in 2023 and that could continue this year, reports Bloomberg Businessweek. Check out WealthManagement.com editorial team's selection of articles for wealth advisors. http://spr.ly/6045RWqIS
Product Strategist @ BlackRock | Fundamental Equity - Listed Real Estate & Infrastructure
In their latest article, the BlackRock Fundamental Equities team shed light on the potential of constructing a portfolio free from the limitations of market benchmarks, focusing instead on the intrinsic value of individual companies by taking an unconstrained equity approach. This approach allows for a more differentiated portfolio with the potential for distinct outcomes compared to the broader market. By investing in a select group of 20-30 companies that meet rigorous criteria for long-term growth prospects, funds like the BlackRock Unconstrained Equity Fund (MAEGX) aim to give investments the time to compound returns, steering clear of short-term market noise. It's a strategy that prioritizes deep company fundamentals over daily distractions, which history suggests can account for the majority of returns over time. Learn more about unconstrained equity approach -> https://lnkd.in/eHgpSfP8. #equities #globaleconomy #usmarket #financialadvisors For Professional Investors Only
In today's investment landscape, where passive strategies are gaining traction, Paul Markham, GAM Investments’ Investment Director of Global Equities, stands firm on the value of active management. He advocates that, particularly in the current market environment with its focus on a handful of large-cap stocks, active management has the potential to yield more favourable outcomes for investors over the long haul. Read more here: https://ow.ly/JVEt30sFJWo #AssetManagement #ActiveManagement #GlobalEquities #InvestmentStrategy For professional investors only. Capital at risk.
