Alessandro Speciale’s Post

Glimpses from the Zurich Equities Masterclass lunch event at the Widder Hotel on June 19, 2024. Special thanks to all delegates, partners and our guest speaker Philipp Lienhardt for the insightful & engaging session. We’d also like to thank Chisato Haganuma and Richard Adams for their compelling presentations. MUFG Asset Management (UK) American Century Investments Please visit www.ddqinvest.com or get in touch with us at marketing@ddqinvest.com if you would like any more information regarding the presentations or future DDQ Invest events. #assetallocation #equities #assetclass

Solita Marcelli, the Chief Investment Officer of Americas at UBS Global Wealth Management, expressed her belief that the robust earnings growth within the technology sector serves as a solid justification for its valuation premium, indicating a favorable outlook for investors. Marcelli's assertion underscores the significant value proposition offered by tech companies, as their consistent and substantial earnings expansion not only validates current market valuations but also suggests continued growth potential in the future, positioning the sector as an attractive investment opportunity. #SolitaMarcelli #UBS #GlobalWealthManagement #ChiefInvestmentOfficer #TechSector #EarningsGrowth #ValuationPremium #InvestmentOutlook #MarketDynamics #HighGrowth #FinancialMetrics #InvestmentDecisions #StockValuation #MarketPerformance #LongTermGrowth #InvestmentPortfolios

As part of the move, UBS will create a new unit - dubbed GWM Solutions - that will bring various wealth offerings under one roof, according to a memo seen by #BloombergNews. #Wealth #WealthManagement #UHNWI #Investor

“We are seeing that managers are simply calling more capital than they are giving back, in part because they recognize that they have to start putting all the capital they have raised to work as investment periods continue to tick by,” says Jochen Mende, Head of Private Equity Secondaries at UBS Asset Management. Read the full roundtable at http://from.ubs/6043YtHqf #PrivateMarkets #AssetManagement #PrivateEquity #ShareUBS

Disruption and Innovation: The Driving Forces Behind Economic Growth... Disruption is more than just a buzzword—it's a fundamental force that reshapes industries and economies. UBS Asset Management dives deep into this concept in their showcase, "Changing the Status Quo," exploring how technological and commercial innovations are essential to economic productivity and growth. Discover the insights that could redefine your investment strategies. Click the link below to read UBS Asset Management's Red Thread publication and explore disruption from multiple angles: https://lnkd.in/eERcz8sV #Innovation #Disruption #Investment #Finance #EconomicGrowth

FINTRX has compiled our RIA Roundup to examine the latest happenings in the sector. Highlighting strategic M&A, notable advisor transitions, and the introduction of new firms throughout April 2024...Ping me if you'd like to see how we provide targeted actionable data on the RIA sector #RIAs #WealthManagers

“We are seeing that managers are simply calling more capital than they are giving back, in part because they recognize that they have to start putting all the capital they have raised to work as investment periods continue to tick by,” says Jochen Mende, Head of Private Equity Secondaries at UBS Asset Management. Read the full roundtable at https://bit.ly/4cSCrCB #PrivateMarkets #AssetManagement #PrivateEquity #ShareUBS

“We are seeing that managers are simply calling more capital than they are giving back, in part because they recognize that they have to start putting all the capital they have raised to work as investment periods continue to tick by,” says Jochen Mende, Head of Private Equity Secondaries at UBS Asset Management. Read the full roundtable at https://bit.ly/3xodgYY #PrivateMarkets #AssetManagement #PrivateEquity #ShareUBS

Last week, we celebrated our success in Private Markets with our Private Bankers, Private Asset Managers, and our asset management partners. We also added two partners to the platform: EQT for Private Equity and Partners Group for Infrastructure. What a great day! Thanks to all for attending. So much to celebrate and to look forward to.   Curious about our new investment opportunities? ING Private Banking is revolutionizing access to Private Markets for investors, offering an innovative approach you might not have seen before. At ING, you can now effortlessly invest in Private Equity, Private Credit, Infrastructure, and Multi-Alternatives, directly through investment strategies from leading alternative asset management firms.   Would you like to find out more? Visit our website https://lnkd.in/eJhkwBaF or contact your ING relationship manager.   Paul Baas, Michaël Hoffmann, Markus Pimpl, Philip Heeroma, Peter Beske Nielsen, Edwin van den Broek CFP®, Charlotte Boon, Rashmi Madan, Louise Nash, Andre Lennon-Smith, CFA, Yacine Boumahrat, Akua Gilfillian, Edwin R., Annemarie van Dongen, Robert Snoep, Alejandra Entrecanales, Oliver W., Margriet Looije, Jan-Hein Loves, Ronald Verhagen, Stan Leistra, Matthias Pezij, CFA, Peter Jacobs, Katja Kok, Emre Susam, Johan Kloeze RBA, Michiel Elshof, Guido van Lunteren, Youri Marsman   #LGT Capital Partners #Brookfield Oaktree Wealth Solutions #Goldman Sachs Asset Management #KKR #Blackstone #EQT #Partners Group #BlackRock #Lestrade #AFAdvisors #ING #ING Private Banking #PrivateMarkets #BeFirst #PrivateEquity #PrivateCredit #Infrastructure #Multi-Alternatives   Investing involves risks and costs. You may lose your investment or part of it.

Reposting this link to various private markets outlooks. I have been appreciating the multi-asset #perspectives these days as to the private markets-only publications to obtain holistic views of investment opportunities across the market spectrum. With the performance of #publicequity markets and the ascension in becoming one of the primary threats to public market outcomes, for us, having been heavily focused on private markets has resulted in underexposure to more #liquid and #yielding opportunities. Heavy diversification across asset class could be a path towards "de-worsification" but over diversifying in private markets including #emergingmarkets could also result in sub-beta results, especially with the US public markets' performance the past decade. I don't have a crystal ball nor a magic playbook, but I'm always looking to learn and improve the portfolio. Thank you Andrea Carnelli Dompe' (PhD) for sharing! #alternativeassets #privatemarkets #capitalmarkets #privateequity #publicequities