PortfolioMetrix

📢 New edition of Thoughts & Trends is out!   In our latest newsletter, we dive deep into our investment team's perspective on the commencement of the rate-cutting cycle.   In this edition, we discuss:   1️. What the past tells us of previous rate-cutting cycles 2️. Market moves from the Federal Reserve's first to its last cut 3️. What the shift in rates means for portfolios   👇 Click below to read the full article and if you haven't done so already, please subscribe to Thought & Trends!

🏓 This week, our teams in South Africa, the UK, and Ireland took part in a Padel tournament. Though we played in different countries, it was a shared experience that brought us closer and strengthened our team spirit 🤝.   With yesterday marking #WorldMentalHealthDay, it’s a timely reminder of how important it is to care for both our mental and physical health. Our Wellbeing Team is always looking for new ways to promote healthy living, and sport is definitely one of them! 🙌   Here’s to more initiatives that keep us active, connected, and well!    #Wellbeing #TeamBonding

At PortfolioMetrix, our goal is to build strong, lasting relationships with the advisers we work with. Hearing how our partnership has made a difference in their business is incredibly rewarding. Check out the quote below to see what one of our valued partners had to say. Thank you to all our adviser partners for your trust and collaboration. We’re excited to continue supporting you in delivering the best outcomes for your clients. Phil McGovern FPFS, MPA Financial Management #ClientSuccess #FinancialAdvisers #Partnership

Building business value: Three key factors advisers should consider. There are many ways to grow the value of your firm, writes Ben Peele. Here he shares examples which have made the most difference to the advice firms PortfolioMetrix partners with...https://incm.pub/4diWlpK #financialadviser #investment #investmentmanagement #finance

That’s a wrap! A huge thank you to everyone who attended and contributed to making the Investment Forum a success. We were thrilled to introduce our new Head of Investments, Alex Funk , CFA, to the group. The event ended with a lively networking session, offering a fantastic opportunity for attendees and partners to connect, exchange ideas, and strengthen relationships. It was wonderful to see so many engaging conversations throughout the day. We look forward to welcoming you again next year! #InvestmentForum2024 #Networking #PortfolioMetrix

📢 We're launching our new LinkedIn newsletter: Thoughts & Trends. 💡   Each month, we'll dive into the latest market updates and investment insights to help you stay ahead of the curve. This month's edition focuses on Sticking To Long-Term Goals Amid Short-Term Noise, by Alex Funk , CFA.   Check out our first edition below, and don’t forget to subscribe!   #Investing #MarketTrends #ThoughtsAndTrends

We are very excited for our Investment Forum next week on 25th September! With a fantastic lineup of speakers from J.P. Morgan Asset Management, TwentyFour Asset Management LLP, PIMCO, Columbia Threadneedle Investments EMEA APAC, and M&G plc, this event will be a great opportunity for advisers to connect and learn from industry experts. The agenda includes: 👉 A PortfolioMetrix update & development roadmap from Ben Peele (PortfolioMetrix) 👉 A fireside chat on global markets with Alex Funk (PortfolioMetrix) and Hugh Gimber (J.P. Morgan Asset Management) 👉 A panel discussion on fixed income opportunities with Gordon Shannon, CFA (TwentyFour Asset Management LLP) and Nicola Mai (PIMCO) 👉 A deep dive into real assets (property & infrastructure) with Marcus Phayre-Mudge (Columbia Threadneedle Investments EMEA APAC) and Johnny Hughes (M&G plc) 👉 Insights from Alex Funk , CFA on his first 2 months at PortfolioMetrix. If you're interested in attending*, please send us a message at engagement@portfoliometrix.co.uk. *For financial advisers only.   #InvestmentForum #PortfolioMetrix #FinancialAdvisers

This week marks the 3rd PMX LEAD Symposium. Included in the agenda are Alex Funk , CFA, Brandon Zietsman CFA CAIA and Ben Peele. Alex will be sharing his insights from the UK and how they may guide advisers in future-proofing their businesses. Brandon will be addressing global challenges in healthy ageing and the impact on financial advice. Ben, off the back of his monthly 'Three Things I learnt', will be engaging with advisers on invaluable lessons they have learnt on their journeys. #LEAD #PMX #community

As much as AI has introduced a new approach to the way we work and think, storytelling remains an age old way in which we share experiences, lessons, beliefs and so much more. At this year's LEAD Symposium we are fortunate to be joined by Shannon Edwards & Daniëlle Gouws of Clarity Communications who will explore that delicate balance between being AI-driven and maintaining a human touch. Renowned storyteller, Michael Charton (Inherit South Africa), has a firmly held belief that the stories of our past, if treated respectfully, carry untapped powers of guidance, healing, and nation building. This will undoubtedly be a thought provoking experience as he shares one of his newer stories: The Messenger. #LEAD #PMX #community

As experts in their respective fields, we are thrilled to be welcoming Simon Freemantle, Emma Sadleir and Abdullah Verachia - Global Strategist to our LEAD Symposium next week. Addressing topics that cover a new era in SA politics, the role of social media in an advice world, and innovation, creativity and the art of exponentiality, they will undoubtedly provide plenty food for thought. #LEAD #PMX #community