We recently hosted a live webinar with GMO’s Small Cap Quality portfolio managers, Hassan Chowdhry and James Mendelson; they shared why small cap valuations are attractive today and how a quality approach to the asset class can generate superior risk-adjusted returns.
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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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Weekly Market Minute 🌐 🕐 (June 24, 2024) 'Storm Clouds Brewing?' 🔎 In two minutes or less, we discuss what's affecting last week's market performance. Hosted by certified investment management analyst and Asset Strategy Director of Research Rosario "Sal" Salamone, CIMA®. YouTube link to this video: ⏩ https://lnkd.in/eiC5pHUh Asset Strategy #MarketTrends #EconomicData #InterestRates
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Member - Residential Affairs Council || Member - The Last Word - Literary Society || PGDM -IMI, New Delhi || Panjab University
Hello, LinkedIn community Today, let's delve into an essential aspect of portfolio management: sector rotation. We will explore how strategic sector rotation can optimize portfolio performance and manage risk in changing market conditions. From identifying sector trends to implementing tactical asset allocation strategies, we'll uncover the keys to maximizing returns and navigating market cycles. Special thanks to Balachandran Venkataraman, CFA sir and Paterson Securities Pvt. Ltd. for their invaluable support in diving deeper into this insightful topic. #SectorRotation #PortfolioManagement #InvestmentStrategy
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Watch now | Emerging market bonds delivered strong returns in 2023, but can we expect further gains? In this edition of the Balanced Perspective, Iain Power, Portfolio Manager of the Nedgroup Investments Balanced Fund and CIO at Truffle Asset Management, joins us to explore the drivers and outlook on emerging market bonds. Watch the latest episode here: https://ow.ly/r6fR50RGZ9F The Nedgroup Investments Balanced Fund is part of our Flagship Fund Range. To learn more about our Flagship Fund Range, visit: https://ow.ly/OCs050RGZ9G #NedgroupInvestments #FlagshipFundRange #BalancedFund #InvestmentInsights #MultiAssetInvesting #AssetManagement #InvestmentPerspectives #EmergingMarkets
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Marketing and sales teams work hand-in-hand, but data saturation and information fatigue are real issues. #MMIAnnualConference moderator Beth Bruen Nardi of J.P. Morgan Asset Management and panelists Leslie (Carty) Checkman of MFS Investment Management, Wendy Strutt of PGIM, and Matthew Coldren, AIF® of Natixis Investment Managers discussed how optimizing messages will optimize results. Great discussion! #CutThroughTheNoise #MessageOptimization
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It’s a good time to re-evaluate portfolio allocations to the often-forgotten mid-cap market segment, says Dina Ting, Head of Global Index Portfolio Management. Get her take on diversifying for long-term: https://lnkd.in/gnJi3HPY.
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Come learn with Robin Thörn and Jens Olsson from SilverDome Investment Partners as they explore 🧭: ▪️Optimizing your portfolio in a trending market 📊 ▪️Strategies for effective risk management and diversification ▪️Achieving a consistent and substantial return on your investments 🏦 The recent strong run in equity markets might prompt some investors to reevaluate their strategies. Things to consider and what are the crucial do's and don'ts? Considering the current landscape, it is crucial to evaluate portfolio risk effectively. Robin Thörn, Jens Olsson, and the team at SilverDome Investment Partners boast extensive international experience overseeing some of the largest funds globally 🌎. SilverDome One was established to oversee the founder's personal savings, leveraging decades of expertise in asset management. Join the conversation on April 9 at 10:00 AM CET. Registration link 🔗 in the comments below 👇👇👇. Don't miss out on the live session, secure your registration for access to the live talk and if you can not attend, the replay and highlights 📺. #riskallocation #riskmanagement #diversification #webinar #returns #finance #assetmanagement #returnstrategy #riskcontrol #equitymarkets Søren Haestrup Chris (Christian) Elsmark Sacha Pictet Dianna Raedle Michael Rasmussen Ersoy Erkazanci Rachel Pether, CFA Andre Rizzo Pedro Brigham Ole Rossing Dan Lancellotti Michael Shamash Stijn Ceelen Sophia Crucs Laura Gane
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It’s a good time to re-evaluate portfolio allocations to the often-forgotten mid-cap market segment, says Dina Ting, Head of Global Index Portfolio Management. Get her take on diversifying for long-term: https://lnkd.in/eTRupudr.
Mid-cap stock diversification for the market environment ahead
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In this video, Adam Lewis talks to Omar Negyal, manager of the J.P. Morgan Asset Management Global Emerging Markets Trust, who discusses his outlook for the asset class, the challenges that remain and the areas he is hunting for income. ▶️ Watch the full interview on PA+ https://lnkd.in/e9NZK9bm #emergingmarkets #income #dividends #paplus
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Weekly Market Minute 🌐 🕐 (June 3, 2024) 'What a Close!' 🔎 In two minutes or less, we discuss what's affecting last week's market performance. Hosted by certified investment management analyst and Asset Strategy Director of Research Rosario "Sal" Salamone, CIMA®. YouTube link to this video: ⏩ https://lnkd.in/eNTg7h4x Asset Strategy #MarketTrends #EconomicData #InvestingInsights
