Frédéric Cornet’s Post

For public companies in the GCC, staying relevant, and ahead, requires more than a one-time pitch to investors, especially at a time when the flow of Initial Public Offerings (IPOs) in the region remains unprecedented. It is critical to present a genuine commitment to maintaining an open dialogue with the market and adjust your narrative based on one simple question – Is our investment case still resonating with investors?   Frédéric Cornet, Instinctif Partners’ Head of Capital Markets for the #MENA region, unpacks why a dynamic investment case is essential to attracting the right investors and achieving optimal valuation.   Discover 7 reasons why refreshing your investment story is key today. Read the full article here: 👉 https://lnkd.in/gzAEqFmu #Investment #CapitalMarkets #Valuation #Investors #InstinctifPartnersMENA

Ray Dalio made famous an investment strategy called risk parity which was created as an all-weather strategy with the objective of making money in a diverse range of market environments. The strategy’s significant underperformance of the US stock market, particularly the Magnificent 7, has inspired some investors to run for the exits. This not uncommon tale raises important questions about investment timeframes, when to stick with your fund manager, and when to cut your losses. Read our latest article at https://lnkd.in/gtg2dntw #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

Ray Dalio made famous an investment strategy called risk parity which was created as an all-weather strategy with the objective of making money in a diverse range of market environments. The strategy’s significant underperformance of the US stock market, particularly the Magnificent 7, has inspired some investors to run for the exits. This not uncommon tale raises important questions about investment timeframes, when to stick with your fund manager, and when to cut your losses. Read our latest article at https://lnkd.in/gU2x57EG #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

As a part of Pitchbook's analysis of private equity investment markets, they took a detailed look at what may play out over the coming quarters using a simple growth/inflation framework. As a much-anticipated soft landing becomes increasingly likely, investors are going to want to be prepared. Though experts may point heavily in one direction or another, we know how swiftly things can change. 12 to 18 months is a long, long time. #privateequity #investment #marketchanges #deals

It’s been a torrid couple of years for ASX smaller companies with most investors turning their backs on the asset class like the plague. Is now the right time to revisit small and micro caps whilst others remain fearful? We dive into this misunderstood asset class in search of the answers… Read our latest article at https://lnkd.in/gQabiJTK #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

It’s been a torrid couple of years for ASX smaller companies with most investors turning their backs on the asset class like the plague. Is now the right time to revisit small and micro caps whilst others remain fearful? We dive into this misunderstood asset class in search of the answers… Read our latest article at https://lnkd.in/g4a6wE_p #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

The economy of Europe's recent worst performer could catch up with the rest this year and support equities along the way. Gain insights from DWS Group Global Chief Investment Officer Björn Jesch: https://lnkd.in/gfbteZZA #equities #investing #invest #germany #closedendfunds #cef #investmentmanagement

Our latest Special Situations Investor Survey report aggregates the views of UK-based investors focused primarily on alternative investments in the mid-market. See the full report below, or check out the highlights here: https://lnkd.in/gZqd2QyU

Our newly released Special Situations Investor Survey provides insight into distressed deal activity over the past 12 months and our outlook for special situations in 2024. The report aggregates the views of UK-based investors focused primarily on alternative investments in the mid-market. Explore the highlights here: https://lnkd.in/gZqd2QyU Key contacts: Ben Hughes, Matthew Callaghan, Callum Greig and Stefan Maricic #DistressedDebt #Investing #SpecialSituations #Turnaround

Wherever there's an object of value, a secondary market emerges to provide solutions to asset holders. The more intriguing story may be how the underlying investment strategies within secondaries have evolved: https://bit.ly/3JufgBo In this month’s issue of Chronicles of an Allocator, Christie H., Director of Content and Research at CAIA, explores this fascinating evolution – read it now! #InvestmentStrategies #Investing #CAIA