Capital Employed’s Post

Feeling a bit down about the market lately? In this week’s ASA Insights, Elio D'Amato, Stockopedia (Australia and New Zealand), unpacks the curious case of market pessimism among Aussie investors. Gain valuable perspectives on systematic investing, market trends, and prudent portfolio management. Read the full article now: https://lnkd.in/gG_BRj9a

In this episode of "Top Traders Unplugged," Niels Kaastrup-Larsen and I challenge the view that a small allocation is adequate for trend following investments and we discuss why investors should consider a more significant stake in trend following strategies. We also delve into some new research revealing how the impacts of economic crises can be better quantified, offering unique insights and actionable knowledge. Tune in to rethink how trend following can fit into your investment portfolio more robustly. https://lnkd.in/g4HFcRSD

19 Feb 2024 Long-Term Investors: Long-term investors are provided with a favourable entry point... Medium-Term Investors: Disinterest by medium-term investors shows a lack of clarity in the trend for them. Short-Term Traders: Short-term long players may need to wait a bit more to take entries. Read this week's quantamental outlook.

🎥 The recording of our private markets update webinar with Anna Baráth, CFA, Chief Investment Officer, and Justin Mason, Managing Director, is now available on demand. Is a bull market truly on the horizon? Watch now to find out more and discover the latest private market trends and insights for the remainder of 2024. https://lnkd.in/ecW9GyXr #privatemarkets #marketinsights #educationalcontent #bullmarket #2024outlook

Worth watching full episode linked!

Beyond the so-called “Magnificent Seven” stocks, there are plenty of opportunities hidden in the background, waiting to be lifted out of obscurity. Watch our latest video to find out how we look for and find hidden gems in a market dominated by a few big players: https://lnkd.in/eyEX3A-6 As defined in applicable securities law, this post is intended for qualified purchasers in the United States; permitted clients in Canada; institutional investors in Hong Kong; qualified institutional investors in Japan; and regulated qualified investors in Switzerland.

US growth might be higher, but there may be more value to be found in international equities--that's what Harris Associates PM David Herro thinks. Watch a recap of a recent webinar with David and Justin Hance to get their thoughts:

Great Insight

What should we be doing with our portfolios during this current state of volatility and uncertainty? Craig Fehr poses 3 important questions in this video, give me a shout if you're interested in my answers! ✔

The markets have pulled back recently in the face of interest rate and geopolitical uncertainties. Is this just a speed bump, or is the stock market’s tank running on empty? Principal and Investment Strategist Craig Fehr answers three important questions for investors in our latest Market Compass. Watch the full episode here: https://lnkd.in/gBzpUSjg