Paving The Way To The Pact of The Future’s Post

🌱 In the 2024 proxy season, support for shareholder proposals, including those challenging corporate ESG efforts, is expected to stay below the 2021 peak of activism. Learn about this and more in our 2024 proxy preview.

Amid mounting geopolitical tensions, the impending turbulence of the US elections, and the uncertainty of interest rates, the asset management industry finds itself navigating a series of unknowns. Tomorrow I will be moderating the 'Blow Wind, Blow: The Sails of Asset Management' panel at the Milken Institute's Global Conference which will look at the impact of macroeconomic uncertainty on pricing, valuations, and profitability, and how asset managers are adapting their strategies in the face of disruption. Central to our discussion will be the question: do private markets hold the key to navigating it all? We'll be diving deep into this critical topic, specifically analyzing which asset classes within private markets – be it private equity, direct lending, infrastructure, or real estate – deliver the most attractive risk-adjusted returns for long-term investors There's a lot to unpack here and I am looking forward to sharing the stage with industry leaders and fellow panelists Eric Aboaf, Eric Adler, Cheryl Alston, Daniel Garant, and Donald R Mullen Jr at 2:30 pm (PDT) tomorrow. https://lnkd.in/ez24kMpQ #MlGlobal #IONAnalytics #assetmanagement #privatemarkets

In Private wealth and the embrace of an ‘alternatives culture', Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP shares his perspective on closing the gap between institutional investors and private wealth in alternatives. Read it via Preqin: https://bit.ly/3WVzPyp

#WMTV On Location 🎥 Michael Batnick, CFA, managing partner, Ritholtz Wealth Management, emphasizes the importance of being prepared for a world with lower cash returns and strategically reallocating assets to avoid being caught off guard by the changing financial climate. Watch the video below >>

Our President and CEO, John Koudounis, highlights his vision for sustainable investing – a strategy that isn't just about the products we put forth. It's about the people, power and conviction behind everything we do. Watch the video from the Economist Impact SE Europe Events – #EconNYSummit: https://okt.to/LeK84C More on #SROI and Calamos sustainable equities: https://okt.to/pG0JqP

Investors may feel they have more to worry about than usual, with global concerns from climate change to geopolitical stability and local issues like growth and corruption our minds, but the antidote is simpler than one might expect. #investing #equities #diversification #financialmarkets #globalinsights

In the upcoming episode of SPOT & FORWARD, we sit down with Johannes Mueller, CFA, Chief Economist and Global Head of Research at DWS Investments, at Deutsche Bank in Luxembourg. With 30 years at DWS, Johannes shares his expert insights on the economic landscape for 2025. From the impact of the U.S. elections and potential policy shifts under a second Trump term, to inflation trends, the outlook for Europe, and market expectations across equities and fixed income – this is an essential discussion for anyone looking to navigate the year ahead. Stay tuned for a deep dive into the key economic themes shaping the future. Stay tuned!! #EconomicOutlook #Trump2025 #Marketstability #USEconomy #EurozoneEconomy #InflationControl #RecessionRisk Nathalie Bausch Jürgen Bentlage Oliver Bolinski Ernano Molino Aleksandra Gesellchen Franck Luxembourger Antonio LAQUINTANA DWS Group 🎥Fabio Bottani 📸📹Andre Mitin

The 2024 proxy season was an incredibly active time for US companies and investors, with high-profile proxy contests, a large volume of shareholder proposals and fairly consistent support for environmental and social proposals year-over-year. Read this http://spr.ly/60409Wiku early proxy season report for: - Definitive investor voting and insights - ESG and anti-ESG trends - Universal Proxy Card’s impact on investor activism #ESG #AnnualMeetings

The 2024 proxy season was an incredibly active time for US companies and investors, with high-profile proxy contests, a large volume of shareholder proposals and fairly consistent support for environmental and social proposals year-over-year. Read this http://spr.ly/60409Wmtj early proxy season report for: - Definitive investor voting and insights - ESG and anti-ESG trends - Universal Proxy Card’s impact on investor activism #ESG #AnnualMeetings

As 2024 began, MSCI’s chief research officer, Ashley Lester and the #MSCIResearch team identified five key themes that would be top of mind for global investors. Over the first half of the year, some of these have unfolded as one might expect, but there have been some surprises along the way, including inflation proving more stubborn than expected. As investors reassess how to manage portfolios in light of these and other ongoing challenges, Ashley and team explore how these themes have evolved — and what markets may bring for the rest of 2024. http://ms.spr.ly/6046lSP34