In our latest webcast, GMO’s Small Cap Quality portfolio managers, Hassan Chowdhry and James Mendelson, discussed why small cap valuations are attractive today and why they believe using quality is a better way of investing in the asset class. A quality lens helps to identify the truly special companies with sustainable competitive advantages and, like large cap quality, has offered protection in down markets. Learn more here: https://bit.ly/3XAmCLW
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💡 IR professionals reflect on 2023 strategy for better 2024 action in Nasdaq's 5th annual Global IR Issuer Pulse. Some useful tactics include participating in overseas roadshows and integrating ESG outreach with standard investor outreach cadence. Discover more: http://spr.ly/6040VU8rM
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In a recent paper, we examine the growing demand for multi-manager strategies among investors, who are seeking to diversify their portfolios with exposure to various non-traditional asset classes, sectors, and geographies. Read more about this topic here: https://okt.to/ZVv9fk
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Despite strong gains in equity markets, an abundance of cheap assets and appealing valuation spreads within asset classes present the best relative asset allocation opportunity we’ve seen in 35 years. In this paper, GMO’s Asset Allocation team dials into three current market dynamics and what they mean for asset allocators today. https://bit.ly/3vkOubk
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IR professionals reflect on 2023 strategy for better 2024 action in Nasdaq's 5th annual Global IR Issuer Pulse. Some useful tactics include participating in overseas roadshows and integrating ESG outreach with standard investor outreach cadence. Discover more: http://spr.ly/6049VU81b
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Empowering leaders across all businesses with technology, insights and confidence to drive greater impact and accountability through a modern view of governance, risk and compliance.
What trends have emerged from the 2024 proxy season? Join us tomorrow to learn about European investor stewardship trends and reflect on how investors are engaging with issuers in 2024.
Register for Diligent's latest webinar 'European Investor Stewardship: Examining Trends in Activism, ESG and Compensation'
learn.diligent.com
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IR professionals reflect on 2023 strategy for better 2024 action in this Nasdaq survey report. Some useful tactics include participating in overseas roadshows and integrating ESG outreach with standard investor outreach cadence. Discover more: http://spr.ly/6041Vohrt
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During a recent SABC News Market Update, Mergence Investment Managers CIO Brad Preston provided insights on various market aspects, discussing overall trends, including the concentration of US tech stocks, prospective Fed rate cuts, and the state of the Chinese economy. The segment also addressed the recent drop in Sasol's share price, with Brad offering his perspective alongside an examination of the outlook for other stocks, contributing to a well-rounded discussion on current market dynamics. #SABCNews #MarketTrends#MergenceInvestmentManagers #MarketInsights
Earlier I had a conversation with Brad Preston CIO at Mergence Investment Managers on Sasol’s interim results, market sentiment and we looked at which part of the market, investors are gravitating to. Watch here: https://lnkd.in/df_EsYMM
Markets Update I 26 February 2023
https://www.youtube.com/
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🌱 Analyzing Canopy Growth Corp's performance: 📈 Scholars delve deep into financials, 💰 trends 📊 & risks. ⚠️ CGC's growth potential 🌱 shines bright, but watch out for regulatory hurdles. 🚦 Exciting times ahead! #InvestmentAnalysis #CanopyGrowthCorp #ScholarlyResearch 🎓🔍 https://lnkd.in/gKvHHAQW
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IR professionals reflect on 2023 strategy for better 2024 action in this Nasdaq survey report. Some useful tactics include participating in overseas roadshows and integrating ESG outreach with standard investor outreach cadence. Discover more: http://spr.ly/6044VUB9I
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In the latest episode of New Focus on Wealth with Chad Burton, Chad breaks down the recent market rally, spotlighting assets like the S&P 500, emerging markets, and bonds—unveiling strategic diversification keys for a winning portfolio. Chad goes beyond the surface, unraveling the mysteries of tax loss harvesting and delving into the power of direct indexing for high-net-worth individuals. Tune in for actionable insights that could redefine your approach to wealth and investing. Click the link below to listen to the latest episode of New Focus on Wealth 🎧. Be sure to share it with a friend who could benefit from these valuable insights. https://lnkd.in/gUQVEWSn
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