ARC Group

Trump returns to the White House 🗳️ Post-Election Update from our CIO Office With votes almost finalised, Donald Trump is set to reclaim the presidency. While this outcome may feel divisive, the US political system’s checks and balances are built to constrain presidential power. Yet, Trump's stances on key issues like tariffs, inflation, and geopolitical relations warrant close attention. For investors, policy outcomes may not differ substantially. Both parties were likely to sustain debt and imposed tariffs. Under Trump, however, inflation may rise with stricter immigration controls and heightened tariffs, though technological advances could ease the impact. Geopolitical stability remains the primary concern, especially regarding U.S. relations with China, Taiwan, and Ukraine. 📈 In the short term, expected tax cuts should boost corporate profits, benefiting sectors with a domestic focus. But with uncertainty on the horizon, investors may find it prudent to stay agile in navigating these shifts. Read or download the full CIO note here - https://lnkd.in/e76cP-TC #USelection #CIOnotes

📈 October Market Moves: Rising Yields, Dollar Strength, and Gold’s Resilience Better than expected economic data out of the United States combined with rising concerns over issuance on both sides of the Atlantic triggered a sharp rise in bond yields during October. Yields on 10-year government bonds rose approximately 50bps in both the US and UK 📊 A sell-off in equity markets over the last few days of the month resulted in negative returns in local currency terms across most of the major indices. Growth investors will have performed slightly better than their value counterparts, but dispersion between these styles was relatively low. The US dollar rebounded strongly, rising by more than 2% against the Euro and the Swiss franc and more than 3% against sterling and the Canadian dollar. Despite the US dollar strength, gold continued to head higher, rising a further 4% to end the month at approximately USD 2,750. The returns that investors can expect will depend upon reference currency with Sterling investors likely to experience flat to slightly positive performance. The ARC Indices Q3 results and October estimates are now available 📩 at https://bit.ly/4fxGpkQ. #TheARCIndices #investmentperformance #assetmanagement #privateclientindex #wealthadvisor #investmentportfolio

The latest ARC Indices Estimates have been released. Central banks steer the ship 🚢 Central bank action in September drove positive returns across most asset classes. US equity markets hit record highs, supported by falling inflation and Federal Reserve rate cuts. The People’s Bank of China’s stimulus package boosted emerging markets and commodities. Positive returns are expected across all ARC Indices categories for the quarter, though US Dollar weakness has been a headwind for Sterling, Euro, and Swiss Franc investors.

The 2024 Citywire Wealth Manager Investment Performance Awards shortlists have been announced! 🏆 At ARC, we’re proud to partner with Citywire for the Investment Performance Awards, recognising the firms that have consistently delivered outstanding risk-adjusted returns for their clients over the past three years. Find more information about the shortlists here - https://lnkd.in/eY9sWNSP The winners will be revealed on 17 October 📅 #Finance #WealthManagement #InvestmentPerformance #CitywireAwards #RiskAdjustedReturns

📊 The #ARCIndices August 2024 estimates now available. Here are the insights August brought us: For those investors enjoying a summer break from watching the markets, the headline results for August give the impression of a relatively subdued month, with the estimates for the ARC Indices being mildly positive ⛅ 💷 Sterling investors experienced currency headwinds as a weakening US Dollar damped returns. However, the headline numbers mask the fact that volatility returned to financial markets during the month as concerns about the AI boom, risks of a US recession, and the increase in interest rates by the Bank of Japan combined to trigger a global sell-off, causing the CBOE Volatility Index (‘VIX’) to reach highs not seen since March 2020. While the swift recovery of markets will be welcomed by investors, many commentators expect further volatility before the year is out 📅 How are recent market dynamics influencing your long-term wealth preservation strategies? #TheARCIndices #investmentperformance #assetmanagement #privateclientindex #wealthadvisor #investmentportfolio

🪙 Catching the Gold Bug from Graham Harrison as covered by Spear's Magazine, Portfolio Adviser and FT Adviser 📊 Key Takeaways from our Q2 2024 Commentary: - Historical Context: Gold's role from the Renaissance to today. - Modern Trends: Surging consumer demand and central bank diversification. - Investment Insights: Evaluating gold's place in diversified portfolios. Gain a deeper understanding of gold's enduring value amidst economic uncertainties and how professional investors are positioned. Read the online version here --> https://bit.ly/4fAKp52 #Investment #Gold #MarketAnalysis #EconomicTrends #AssetManagement #ARCIndices

The results to the end of June 2024 for the ARC Indices are now available. ✔️ Overall for July, the majority of investors can expect positive returns across all currencies and risk categories of the ARC Indices. The strong run of performance in the first half 2024 for the magnificent seven, and the technology sector in general, cooled off in July as earnings reports raised doubts about whether the elevated valuations can be justified. As the tech giants suffered, global small cap equities fared better with a return of 6.9% for the month compared to large cap equities of 1.3% (in USD terms). More cautious investors benefited from rising bond prices as the inflation pulse continues to subside. Listed property and infrastructure were also beneficiaries from the increasing confidence in future interest rate cuts. View the latest data in more detail here: https://lnkd.in/eRjWy_SG #TheARCIndices #investmentperformance #assetmanagement #privateclientindex #wealthadvisor #investmentportfolio

Who decides investment excellence? 🏆📊 Meet the Research team for the Citywire Wealth Manager Investment Performance Awards 2024 judging panel. Charlotte Calder, Research Manager, has been assessing industry performance awards for over 10 years. She most recently served on the Money Marketing judging panel and brings invaluable industry insight. Ben Le Tocq, Investment Analyst, specialising in precision data analytics. Our evaluation process: - Verifying product eligibility and categorisation - Conduct statistical analysis across multiple time periods - Validating shortlist data against our database of more than 350,000 real portfolio outcomes - Final appraisal in conjunction with Citywire This approach guarantees a fair, data-driven assessment reflecting genuine client experiences. 🗓️ Entrants have until 2 August to submit performance data. #InvestmentPerformance #WealthManagement #InvestmentPerformanceAwards #InvestmentExcellence

Brushstrokes of history 🖌️🎨 We're proud to support the Sarnia Arts and Crafts Club's 100-year anniversary at their Centenary Exhibition. A huge thanks to the remarkable Jill Herschel for leading the Art Workshop! Our team had an engaging evening, immersing ourselves in a century of creativity. 📍The exhibition itself runs until Saturday, 27th July at Blanchelande College, Guernsey. Experience 100 years of local artwork and get inspired! #SarniaArtsandCrafts #GuernseyArt #CommunitySponsorship #CentenaryExhibition Alex Lee Barber Claire Raines Jasmine Alberts Lora Rowe Luming Shi Stacey H.

🌟 Leadership Announcement 🌟 We are pleased to announce the promotion of Paul Wallbridge, CFA to the position of Chief Technology Officer. Paul has been part of our team for an impressive 22 years during which time he has led many key initiatives driving our technological advancement. Now it will be his day job. As CTO, Paul will spearhead our technology strategy, ensuring we continue to lead the way in providing cutting-edge solutions and services to our clients. #Leadership #Promotion #Technology #InvestmentConsulting #CTO #Innovation