Aldermore Bank’s Post

🔍Read our #FundInsight reports here: https://lnkd.in/d8ha2HJR This #InvestmentTrust research is available to all investors. Our latest report covers JPMorgan Global Growth & Income #JGGI🌐 Watch Emma Bird, CFA explain the fund’s strategy and performance📊, video in collaboration with Doceo Group Capital at Risk. Winterflood Securities is regulated by the Financial Conduct Authority #RetailInclusion #InvestorInclusion #FinancialServices

What should we all be focussing on for 2025? I have written a short article to discuss…. Interested to hear your thoughts and feeback. #mutiasset #myfolio #diversification #outlook abrdn

In the July edition of our monthly newsletter Oliver Gardey and Colm Walsh highlight our extensive recent shareholder engagement and reflect on their time at SuperReturn, taking an opportunity to take the pulse of the market 🗠. Capital at risk*. 📨 Subscribe: https://lnkd.in/ewHv9dbQ 📰 Read: https://lnkd.in/ec_xMAH9 #PrivateEquity #InvestmentTrusts #ListedPE *Investments involve risks, including the risk of capital loss. Past performance is not a reliable indicator of future results.

Autonomous Research hosted 35 financial companies as part of the 40th Bernstein Societe Generale US Strategic Decisions Conference (SDC) in New York City, earlier this month. This well attended event combines the strength of our research with the insights from CEOs and CFOs across the biggest names in the US financials space including J.P. Morgan CEO, Jamie Dimon who for the second year running won the prize for the most attended meeting! Thank you to participating companies, investors and colleagues alike who made it happen, just to name a few: Dwight Collins, Greg Regan, Brian Finneran Hayley Houghton, ACIM; Andrew Sofia. #financials #usfinancials #independentresearch #banks #globalbanks #globalinsurance #insurance #fintech #sellsideresearch #equityresearch #equityaccess #equityevent

👉 How do you chart annualised performance? ➡ In FE Analytics you can use our growth rates under the indices tab to quickly chart what 2%, 4%, 6% a year looks like against other solutions. ⬇ Below, I've taken the St. James’s Place Polaris 3 fund and charted it against 2%, 4%, 6%, 8%, 10% growth rate. I'm able to see that my solution is growing at around 8% a year since inception 🙌 #financialadvice #financialplanning #funddata #paraplanning

A Promising Start: October Results Exceed Expectations 📈💪 Our journey officially begins this November, but our one-week trial in October has given us great momentum! We set a target of 5% monthly growth, and we’re thrilled to report a 25.87% growth for October. This early success reinforces our strategy, and we're now fully focused on disciplined, high-value trades with controlled risk. Here's a snapshot of our key metrics from this trial phase: Key Performance Highlights: Net Profit: CHF 258.73 Profit Factor: 1.54 Percent Profitable: 56.25% Max Balance Drawdown: 16.48% Total Deals: 48 (56.25% winning) Winning Long Trades: 14 (51.85%) Winning Short Trades: 13 (48.15%) Our official start may be today, but the insights and confidence gained in October set a solid foundation. Looking forward to seeing where the next month takes us! #TradingJourney #Investment #Profit #FinancialSuccess #MarketPerformance #RiskManagement #WealthBuilding #TradingResults #NovemberGoals #FinancialDiscipline #Forex #Trading #CFD

Henderson European Trust plc's annual results demonstrate how the trust has delivered outperformance from its portfolio of global leaders, reporting NAV and share price total returns of 16.6% and 20.5% respectively. Read our full analysis here: https://lnkd.in/dMVwWrks Capital at risk.

WTW’s expertise and global research capabilities provide a platform to tap into niche markets that seek to offer better risk-adjusted returns and reliable cash flow. We encourage investors to consider the merits of alternative credit and the role it can play in a portfolio when deployed effectively. https://ow.ly/1e6G50TCGZX #WTWINV_US #AssetManagement

WTW’s expertise and global research capabilities provide a platform to tap into niche markets that seek to offer better risk-adjusted returns and reliable cash flow. We encourage investors to consider the merits of alternative credit and the role it can play in a portfolio when deployed effectively. https://ow.ly/wX4F50Ts2CU #WTWINV_AUS #AssetManagement

Each week, we summarize notable moves across the financial industry. Here are the latest developments.