AsianInvestor’s Post

💡 From the shadows to the spotlight: the decade for emerging markets is here In this session at Funds to Watch, Michael Bourke, Fund Manager at M&G Investments will discuss the long-term bull case for investing in emerging market equities and why he believes investing here should have a cornerstone place in your portfolio. He will highlight why returns have historically been disappointing and why all the signs now seem to point towards the future being rewarding for the patient investor. Register to join us here: https://bit.ly/49De21M #fundstowatch #funds #investment #fundselectors #assetallocation #portfoliomanagement #assetmanagement #ukfunds #investmentprofessionals #investmentweekevents

Join Andrew Surrey, Active Lead and Perry Marsden, National Active Investment Specialist at Vanguard, as they deliver a session titled 'Are Emerging Markets the next decade’s winner? How the World’s largest buyer of active has smoothed the journey to outperformance' at this week's Global Equities Market Focus. In this session Andrew and Perry will discuss why you should check how you are getting your exposure to EM equities for the coming decade. Limited spaces remain. Register now to hear from Andrew, Perry and a diverse group of fund managers: https://incm.pub/3Tituuq #fundmanagement #funds #globalequities #investmentmanagement #portfolio #equity #investmentweek

Check out this insightful blog post addressing the common dilemma faced by young investors - "I am 20 years old; should I choose Nifty Next 50 or Nifty Midcap 150 index fund?" The article provides detailed analysis and recommendations for young investors looking to kickstart their investment journey. Visit the link to read the full post: https://lnkd.in/g9XkXqc2.

Peter Edwards, Victor Smorgon Group's Executive Chair features in the Financial Review's Fundie Q&A today, discussing the Victor Smorgon Partners Global Multi-Strategy Fund and the stocks fuelling the Fund's 22.6% return this financial year. The Fund invests thematically across Gold, Automation, Decarbonisation and Emerging Markets, with these themes being driven by de-dollarisation, geopolitical realignment, and critical mineral supply deficits. These are secular trends which the Fund anticipates will drive outsized returns. Joseph Sitch Cameron Judd Ben Salter Joshua Antico Nick Joel Stella Green

Peter Edwards, Victor Smorgon Group's Executive Chair features in the Financial Review's Fundie Q&A today, discussing the Victor Smorgon Partners Global Multi-Strategy Fund and the stocks fuelling the Fund's 22.6% return this financial year. The Fund invests thematically across Gold, Automation, Decarbonisation and Emerging Markets, with these themes being driven by de-dollarisation, geopolitical realignment, and critical mineral supply deficits. These are secular trends which the Fund anticipates will drive outsized returns. Joseph Sitch Cameron Judd Ben Salter Joshua Antico Nick Joel Stella Green

All the best for 2024 everyone! If you like to have a quick recap on emerging and frontier equity markets in 2023, you should have a look at our latest Monthly Report. And if you like to get this information directly into your mailbox on a monthly basis, please subscribe through the link below. It's super easy! #equities #emergingmarkets #frontiermarkets #valueinvesting #responsibleinvesting #marketingcommunication

As ETFs are increasingly included in investment portfolios, we will continue to see index providers and ETFs issuers work together to deliver strategies to meet demand and investor needs.

Is now the time for International Equties? Please check out the upcoming webinar with our subadvisor - Altrinsic Global Advisors! #internationalequities #northsquareinvesments #altrinsicglobaladvisors

As increasing numbers of managers launch forays into private assets for the first time, this panel discussion at the Private Markets Summit in May will look at the risks to be managed and challenges to consider when integrating with traditional discretionary portfolios. ❔ What are Private Markets and why should you invest? ❔ How are Private Markets assets valued and appraised? ❔ What are the key questions wealth managers need to be asking fund providers? Joining this panel discussion will be Guido Lombardi, CFA, head of research, investment solutions at DWS Group and more to be revealed soon. For more information and to register, visit the website: https://lnkd.in/gjwz7XCm #privatemarkets #investment #investors #funds #fundstrategies #privateequity #investmentweekevents

Weekly Market Minute 🌐 🕐 (July 8, 2024) 'The Amazing Nasdaq!' 🔎 In two minutes or less, we discuss what's affecting last week's market performance. Hosted by certified investment management analyst and Asset Strategy Director of Research Rosario "Sal" Salamone, CIMA®. YouTube link to this video: ⏩ https://lnkd.in/e-yn5NjN Asset Strategy #MarketTrends #EconomicData #TechStocks