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📈 Leveraging Stock Dispersion: The Core of Long-Short Equity Investing📉 For investment professionals, understanding stock dispersion is key to generating alpha in a long-short strategy. In a high-dispersion environment, where individual stock performance varies significantly, skilled managers can capitalize on these valuation gaps:   - Spotting Value Opportunities By going long on undervalued stocks and short on overvalued ones, an adept manager can achieve returns above the broader market.   - Risk Management: A balanced long-short approach helps mitigate idiosyncratic risks specific to individual stocks, providing resilience even in the face of unexpected events.   - Market-Neutral Positioning: Stock dispersion allows portfolios to be less reliant on overall market movements and more on the relative performance of selected stocks. To measure stock dispersion and optimize these strategies, tools like standard deviation of returns, interquartile range, beta, and alpha analysis are essential. These measures help assess the variability and potential opportunities within a stock selection. 🛠️📊 🔍 Before choosing your next long-short fund manager, examine their investment universe carefully. High dispersion, along with a focused sector specialization, can create favorable conditions for alpha generation—an important factor that could make a meaningful difference in portfolio performance. https://lnkd.in/e4eKwTwF #InvestmentStrategies #LongShortEquity #Alpha #RiskManagement

Global tech leaders are going nuclear! Amazon, Alphabet, and Microsoft are diving into atomic energy to power their future growth, signaling a massive shift in the energy landscape. Once the exclusive domain of governments, nuclear energy is now attracting private sector pioneers eager to secure sustainable, long-term power sources for data-driven operations. With the October earnings season underway and markets grappling with rising yields, these strategic moves underscore the broader transformation across industries. Could this be the start of a new era for private sector influence in energy? Explore our latest insights on these seismic shifts and more. https://lnkd.in/e_qsKYnc #NuclearEnergy #EnergyInnovation #TechAndEnergy #EconomicInsights #MarketAnalysis #FinancialMarkets

🌍 Recapping our recent “Global Equity Markets” lunch event in Geneva! 🌍 A special thanks to Pierre Mouton and Maximilien Mestelan for their in-depth presentation & to Alexis Peytre for organizing such a successful event! 💼📈 https://lnkd.in/ezT5ffZB

Meet our Head of Business Intelligence Amelie Janssens de Bisthoven among the speakers at the next FE fundinfo event on 5 November to discuss the future of asset management and fund distribution https://lnkd.in/eAzQBVTi

Le monde financier entre dans une nouvelle phase. Après une période de resserrement monétaire destiné à contrôler l’inflation, nous observons désormais des signes de désinflation et un ralentissement de la croissance. Dans ce contexte, les prévisions de taux d’intérêt pour les quinze prochains mois indiquent une baisse progressive partant des niveaux actuels élevés. Bien qu’elle doive être inférieure à la tendance historique, on s’attend tout de même à une croissance modérée de l’économie mondiale. Les bénéfices des entreprises devraient croître et dans ce climat, la règle d’or reste: «Don’t fight the Fed». #investisssements #finance #economie Le Temps Angel L. Sanz Lazaro CFA

📉 **Is the Yield Curve Warning Us Again?** 📊 The US yield curve is flashing signals we’ve seen before—1929, 1974, 2008. But is it the inversion we should fear, or the re-steepening that follows? With the curve steepening by 124bps and credit spreads still below average, are markets headed for another shock? In this video, we dive into what this means for investors and why focusing on higher-quality assets might be key in today’s uncertain climate. Tune in to get ahead of the curve! https://lnkd.in/echsmyKS #MarketInsights #YieldCurve #CreditRisk #Finance #InvestmentStrategy Julien Baltzinger, CFA

Retour sur l'EAM Day Geneva : Attirer de nouveaux talents et assurer sa croissance externe Nous avons eu le plaisir de voir notre Responsable Gestion de Fortune, Frédéric de Poix, intervenir lors de la 8ème édition de l'EAM Day Geneva sur un panel passionnant. Aux côtés de Julie Guittard, Senior Manager chez Michael Page, et Igal Kasavi, Founder de Kasavi Advisory, Frédéric a partagé ses perspectives sur le sujet essentiel : Comment attirer de nouveaux gérants et assurer sa croissance externe ? Sous la modération éclairée de Pierre Daelemans, plusieurs points clés ont été abordés : 🏆 Les "must-have" pour garantir une croissance externe solide dans la gestion de fortune. 💡 Les "nice-to-have" qui peuvent faire la différence pour attirer de nouveaux talents dans un environnement de plus en plus compétitif. L'échange a mis en lumière des stratégies concrètes pour répondre aux défis de l'acquisition de talents et de la croissance dans un secteur en pleine transformation. Entre innovation et continuité, les idées partagées lors de ce panel offrent de nouvelles perspectives pour évoluer dans un marché toujours plus exigeant. Ce fut un moment riche en enseignements et en réflexions pour toute la communauté du wealth management. 🚀 Un grand merci à SPHERE Swiss Financial Arena pour l'organisation impeccable de cet événement et pour cet un espace de réflexion et de partage à la communauté des gérants indépendants. #GestionDeFortune #TalentAcquisition #CroissanceExterne #EAMDayGeneva #WealthManagement #Innovation

The S&P 500 broke to new highs in September and is up 20.8% year to date. It has delivered a 16.2% annualized total return over the last 5 years, 13.5% over the last 10 years and 14.3% over the last 15 years. It is a “Supernature”, to paraphrase Marc Cerrone in his 1977 disco smash. In fact, the “Supernature” are more to be found in the constituents of the index: its top 6 market caps (Apple, Microsoft, Alphabet, Meta, Amazon and Nvidia) are only 34 years old and weigh as much as $ 2.5 trillion, on average. “And they grew up in the way that we’d never seen before” to quote Cerrone again. https://lnkd.in/eWQ59Tdq #investmentopportunities #markets #finance Pierre Mouton

The market is far more nervous than at the beginning of the year. This volatility spike highlights how technical factors can sometimes drive markets to the detriment of fundamentals. This end-of-summer period seems to be appropriate to reassess the risks we are willing to be exposed to in our portfolios and to adopt a diversified approach in terms of asset allocation. https://lnkd.in/eFVJAfSQ #risk #volatility #assetallocation #investmentopportunities Cedric Dingens

With all major equity indices comfortably up so far this year, investors are clearly enjoying good times. The flip side of this optimism is that there are more and more signs of an economic slowdown in the US, which has left investors unscathed at this point because the preferred scenario is a soft landing, not a recession. https://lnkd.in/e-UEbct9 #marketcomments #investmentopportunities Pierre Mouton