iM Global Partner

iM Global Partner and our Partner Polen Capital have launched a new actively managed, fully transparent exchange-traded fund (ETF). The new offering, Polen Capital Emerging Markets Ex-China Growth ETF (PCEM), will list on the New York Stock Exchange (NYSE) alongside three other Polen ETFs launched recently. All four ETFs help bolster our extensive suite of funds in response to client demand for accessing these strategies within an active ETF framework. Learn more here: https://lnkd.in/daVWq64z

Philippe UZAN spoke with Grégoire Favet from B SMART TV yesterday about the US Federal Reserve's rate cut cycle and the consequences for global investors. Philippe explained that the market was pricing in a 50% probability of a 50-basis point cut at this week's meeting, but he finds this difficult to reconcile with the resilience of the US economy. Philippe was joined by Geoffroy Lenoir, Co-director of Mutual funds Ofi Invest Asset Management, and Gilles Etcheberrigaray Cofounder, President and Investments Director at Elkano Asset Management . Watch the full interview here: https://lnkd.in/eqTk5Jtb

At iM Global Partner we are obsessed with finding the best entrepreneurial asset managers in the world. Our definition of ‘best’ is quite specific. We are looking for companies that we believe have teams that have successfully withstood multiple market cycles, have a time-tested investment philosophy, have a consistent and long track record, and are still ready to grow in the future. This isn’t always easy to find and not all entrepreneurial companies have these characteristics, but all of our Partners do. Once chosen, part of our job is also keeping on top of our Partners’ performance and reactions to different market cycles. Making sure, for ourselves as well as our clients, that they are doing what they promised. Fortunately, we have not been disappointed on this front either. Recently we analyzed the 31 strategies managed by our 10 different Partners and were pleased to discover that 84% of them are in the top 3 deciles for risk-adjusted performance since their respective inceptions. Well done to our Partners for this great result! *Performance Gross & Rankings as of 30 June 2024. The ranking analysis is based on: • The gross performance of 31 strategies (with AuM ranging from $0.2Bn to $50.2Bn) managed by iM Global Partner’s 10 Partners • An analyzed AuM that represents $111.2Bn, i.e. 89% of the total unprorated Partners’ AuM • Performance and rankings measured with a long-term perspective, i.e. since the respective inceptions of the analyzed funds (over 20 years for 10 out of the 31 funds and over 10 years for 13 of them) • Sharpe ratio measure for the risk-adjusted performance analysis

We’re excited to share highlights from our recent support of an inspiring jazz concert at Le Duc des Lombards! As part of our commitment through Vive le Jazz, we are dedicated to promoting young jazz musicians and making their talent accessible to a wider audience. In collaboration with Duc des Lombards, renowned for showcasing top jazz talent, we helped support an incredible evening featuring Daniel Migliosi and his quintet. This performance marked the launch of his new album "ON THE EDGE" and was a testament to the vibrant future of jazz. Check out the video from this memorable night and see why we’re passionate about supporting emerging artists. Learn more about the associations we support here: https://lnkd.in/eRfqneG

We are proud to be one of the sponsors at the Nordic Fund Selection Forum to be held in Copenhagen on 26 September. The event, hosted by Tell Media Group AB, is one of the longest-running events dedicated to fund selectors and institutional investors in the Nordic region. Andrew Beer, Managing Member of our Partner DBi will be speaking at the event on why investors should consider Managed Futures. The event is strictly for invited fund selectors and institutional investors. Contact Karl Waltré, Director - Distribution (Nordics), for more information. Learn more about the event here: https://lnkd.in/dm99enPd

"Most investors don't have adequate exposure to mid-cap and small-cap stocks" said Richard Bernstein from our Partner Richard Bernstein Advisors speaking on CNBC recently. Rich explained that there has been a natural rotation in the market from Magnificent 7 technology stocks to small and midcap companies over the last 2 months. "When profits are accelerating...investors become comparative shoppers, they say: 'If everything is going to grow why should I pay a high price for growth?'" watch the full interview here: https://lnkd.in/eD39uPcj

Régis Bégué, Co-Head of the Memnon European strategy with our Partner Zadig Asset Management, recently spoke on Radio Classique in France about the outlook for US interest rates. Regis explained that the probability had now increased that rates could be cut by half a percent instead of a quarter of a percent. Listen to the whole snippet in French below.

We are delighted to announce that we have been shortlisted for the HFM European Performance Awards for 2024. The awards are for excellence in the hedge fund industry and we were shortlisted thanks to our Managed Futures strategy which is managed by our Partner DBi. The awards ceremony will be held on October 10th at the Victoria & Albert Museum in London. Thanks With Intelligence for this recognition and Andrew Beer and Mathias Mamou-Mani from DBi for your innovative strategies. Learn more here: https://lnkd.in/ebV3eW2J #managedfutures #UCITS #Alternatives #HedgeFunds #CTAs

We are excited to announce the arrival of Cameron Trundle who joins our UK team as Assistant Vice President – Distribution (UK & Ireland). Cameron brings over five years’ experience in sales, with his most recent position being Senior Account Manager at Fundpath. Before that, Cameron supported the growth of wholesale distribution at Wisdom Tree as a Sales Analyst. Based in London, Cameron will support iM Global Partner’s sales and AUM growth in the UK, Ireland and Channel Islands, helping to accelerate the growth of our Partners through the distribution of their products. Welcome to the iMGP team Cameron!

The US economy could be in the early stages of a 10- to 20-year metamorphosis, according to our Partner Richard Bernstein Advisors. In the last few years, the trade war between the US and China - launched by President Trump and continued by Biden - has helped fuel a shift towards deglobalization. The chart below shows tariffs that the US government has put in place to discourage American consumers from buying offshore goods (such as from China). Tariffs can be a tool to protect domestic production but RBA argues that the US lacks enough productive capacity to meet demand if these foreign goods are no longer available. Therefore tariffs could have the effect of driving up prices and ushering in a period of higher secular inflation. “If deglobalization does indeed continue, then secular disinflation seems behind us,” said RBA. RBA believes that deglobalization, and the need for the US economy to regain its independence, is an attractive long-term investment theme. Investments they have identified within this theme are: energy infrastructure companies, utility infrastructure, transportation, real estate, steel and ship building. Read an article from RBa on this topic here: https://lnkd.in/ejsKfxK2