Arnerich Massena, Inc’s Post

What does rising share price volatility on your earnings release days mean for your investor relations strategy? Some thoughts from Accellency here...

What does higher volatility mean for your investor relations strategy?   👀 New analysis undertaken by Reuters https://lnkd.in/e7ryz94h suggests that listed companies are seeing bigger share price moves on the days of their results.   💡The reasons? First - active management is increasingly dominated by hedge funds with shorter holding periods. Second – more volumes moving off-exchange into dark pools. 📣 We see 5 implications for your IR strategy:   1️⃣ Be prepared for bigger share price moves, whether newsflow is good or bad 2️⃣ Accept that not every share price move can be explained, as visibility declines 3️⃣ Market reactions to results are more unpredictable – pre-earnings positioning matters as much as how you perform vs. consensus 4️⃣ Competition is fierce for investment from long-only active managers 5️⃣ Positively engage with hedge funds – they are ever more important to your share price and liquidity Higher volatility adds to the catalogue of problems faced by listed companies – we look at 8 big challenges ➡ https://lnkd.in/dxybF-Ek A clear equity story which succinctly describes what you do and the main reasons to invest in your business is a powerful way to take control of your narrative and mitigate these challenges. #InvestorRelations #Accuracy #EarningsSeason #FinancialDisclosure #EquityStory  

What does higher volatility mean for your financial communications? See our latest post 👇

There a number of interpretations to the asset class, "alternative investments.” With clear structure, we define these investments types across each of these four categories: Real Assets, Hedge Funds, Structured Products, and Private Equity and Private Credit. Each of these four categories have sub-asset classes per investor strategy. Like or comment for further information.

Are alternative investments right for you or your clients? Diversifying portfolios with exclusive real estate strategies and other alternatives, like private equity, commodities, hedge funds, or venture capital, can offer unique opportunities for growth and protection against market volatility. These assets provide returns that aren't tied to traditional stocks and bonds, helping to balance risk and improve long-term outcomes. Explore how alternative investments can be a powerful tool in building resilient, well-rounded portfolios. Let’s discuss how to take you or your client's financial strategies to the next level! #AlternativeInvestments #AdvisorNews #realestatestrategies #floridafinancialadvisors

Arnerich Massena, Inc is pleased to announce the publication of a new white paper: Seeking Asymmetry: What the Hedge & Diversifying asset class brings to a portfolio. The white paper examines the benefits of the Hedge & Diversifying asset class, how it fits into a portfolio, and why investors should consider incorporating it into a long-term asset allocation strategy. “Hedge fund managers look for opportunities for asymmetric return,” explains Co-CEO and Chief Investment Officer Bryan Shipley, CFA, CAIA. “Which means they are seeking avenues for higher potential return with limited volatility. Capital preservation is a key outcome, and they typically actively manage for contingencies on the downside.” Learn more and download the paper at https://lnkd.in/gaZXfXv6 #hedgefunds #assetallocation

What's the difference between the two graphs below? The first graph shows the cumulative fund flows and AUM of the ARK Inovation ETF since 2014, which exploded in popularity in the US ETF market, and the second graph shows the cumulative fund flows and AUM of the Vanguard S&P 500, which tracks the S&P 500, the leading US index, over the same period. Looking at these graphs, it is clear that there is a "behavioral gap" in investor behavior, and I wonder if investing in an Market index with accumulation is the most Wise investment.

🚀 New Article Alert! 🚀 Diversification is more than just spreading your investments across different stocks and bonds—it's about protecting your portfolio from all angles. My latest piece on ETF Central dives deep into the power of true diversification in ETF investing, beyond just asset allocation. In this article, I explore how diversifying across issuers, custodians, fund managers, and strategies can enhance your portfolio’s resilience and open up opportunities for greater returns. Why stick to the big names when innovative products from experienced, yet smaller, issuers might offer even more? Curious about the untapped potential in your investment strategy? Don't miss out—check out the full article now! 📈👇 https://lnkd.in/esBcSAyd #ETF #CapitalMarkets #ETFCapitalMarketsAdvisorsLLC #Diversification #Investing #PortfolioManagement

Notably, inverse ETFs like SARK (Inverse Cathie) have been introduced, effectively betting against the performance of the ARK Innovation ETF (ARKK). These inverse ETFs are structured to gain when ARKK loses value, providing a direct counterpoint to ARK's investment thesis. The existence of such funds underscores a broader market sentiment that is cautious, if not outright bearish, about the prospects of the disruptive innovation sectors championed by Wood. This development in the ETF landscape reflects a growing demand for investment products that offer a hedge against specific investment strategies, particularly in volatile market environments. Our article below provides a brief overview of Cathie Wood's ARK Innovation ETF (NYSEARCA: ARKK) performance and volatility. #inversecathie ##InvestmentAnalysis #ARKKETF #RiskManagement

Let's take a look at some of Dimensional Fund Advisor's 2023 "hot topics" and how they relate to what we saw across investment plans and in the markets. #investmentstrategies https://lnkd.in/e7zyDjb4