What are the trends and opportunities in today's market? CIM's Garett Bjorkman, Managing Director, Portfolio Oversight, explains in a recent interview with RIA Channel at the CAIS Alternative Investment Summit. "There is an adjustment back to reality as a function of long-term interest rates going back to historical norms after being at historic long-term lows. That is obviously having an impact on valuations and how people are thinking about risk-free rates. Watch the full interview: https://lnkd.in/ggS9mB6W #cim #cimgroup
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Driving business development in investment management with expertise in alternative strategies
Viewpoint Investment Partners' CIO, Scott Smith, CFA, spoke with Richardson Wealth's Francis Sabourin, BA, Pl. Fin., RIS, and they covered: * The current stage of the economic cycle and the outlook for commodities in the near term, and as part of a multi-decade super-cycle * How the risk profile of the traditional 60/40 portfolio is changing * How commodities can protect portfolios when correlations between equities and bonds turn positive The playback is now available on the CAASA - Canadian Association of Alternative Strategies & Assets website. Their conversation distilled the great amount of information currently available about commodities. Please check it out!
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Sales & Distribution @ Nippon India Mutual Funds || Corporate Finance Analyst (C.F.A ) & Mutual Fund Advisor || Workshop Presenter || MBA (Finance) || NISM Certified || NISM Certificate In Investment Advisor ||
Thrilled to share that I recently had the opportunity to attend the insightful webinar "Registered Investment Advisors: A Comprehensive Insight into the Profession" on January 12th, 2024 Here are some key takeaways that resonated with me: 🔷 The RIA landscape: Understanding the different types of (Registered Investment Advisors) RIAs, their regulatory framework, and the ethical standards they uphold was crucial. 🔷 Client-centric approach: The emphasis on putting client needs first and building long-term relationships was refreshing and highlighted the true value proposition of RIAs. 🔷 Investment strategies: Insights into various investment philosophies and portfolio construction techniques were eye-opening, showcasing the diverse approaches RIAs utilize to meet client goals. #RIA #InvestmentAdvisor #FinancialPlanning #WealthManagement #nism #NationalInstituteofSecuritiesMarket
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Myself and Paul Griffith discuss some interesting trends in foreign direct investment and where we are seeing companies globally expand to #knowhowknowyou #FDI #globalisation
In the latest in our 'Meet the Expert' series, Joanne McEnteggart and Paul Griffith discussed key trends in the world of foreign direct investment (FDI). #oneiqeq #meettheexpert #foreigndirectinvestment #FDI
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Victor Mupunga, CFA, Head of Research at Private Clients by Old Mutual Wealth, reflects on the impact of the Budget Speech on investment portfolios across sectors, geographies and markets. He also talks to Private Clients’ investment portfolio strategy and how it is best positioned to take advantage of market movements. For more #Budget2024 commentary, click here: https://lnkd.in/dMF6YDAY #Budget2024 #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning
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In the latest in our 'Meet the Expert' series, Joanne McEnteggart and Paul Griffith discussed key trends in the world of foreign direct investment (FDI). #oneiqeq #meettheexpert #foreigndirectinvestment #FDI
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Excited to share our latest 'Meet the Expert' series, where Joanne McEnteggart and Paul Griffith dive into the world of Foreign Direct Investment (FDI). Join the conversation and stay informed on the latest developments in this dynamic field. #oneiqeq #fdi #ireland #investment #meettheexperts
In the latest in our 'Meet the Expert' series, Joanne McEnteggart and Paul Griffith discussed key trends in the world of foreign direct investment (FDI). #oneiqeq #meettheexpert #foreigndirectinvestment #FDI
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Slowing growth and a more cautious consumer will weigh on corporate earnings. Altaf Kassam, CFA, EMEA Head of Investment Strategy & Research, calls for a selective approach to equity investments in 2024. https://lnkd.in/gDmqV33y #2024Outlook #marketoutlook #Shareworthy
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We are very glad to consider Altaf Kassam, CFA one of our estimated specialists for our very own #20minutescoffeewith educational project from 2021; #learningfromthebest #mpo #20minutes #project #financialintelligence #financialeducation #mieliprivateoffice #mfo #familyoffice #mpoexchanges #mpolab #mpoeducational #mpothinktank #macroeconomics #marketanalysis #marketcommentary
Slowing growth and a more cautious consumer will weigh on corporate earnings. Altaf Kassam, CFA, EMEA Head of Investment Strategy & Research, calls for a selective approach to equity investments in 2024. https://lnkd.in/gDmqV33y #2024Outlook #marketoutlook #Shareworthy
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📖The Results Round-up: This week’s Investment Trust results Menhaden Capital Resource Efficiency reported a +23.8% NAV return for 2023, ranking it 1st for performance in the AIC environmental sector over the last one, three, and five years. But how have they done it? 🔎 Third Point LLC’s NAV is up +17.6% for the six months to 31 March and it outpaced both the MSCI World index and the S&P 500 in the second half of 2023, so why is it launching a full review? 🤔 The Results Round-up is here. #InvestmentTrusts #weeklyresults #roundup
The Results Round-Up - The Week’s Investment Trust Results
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What factors are hindering #advisors from engaging in more discussions about responsible investment (RI) with their clients? Are they missing out on opportunities? No matter if you have doubts or are already providing RI solutions to your clients, this NBI #webinar is for you. Milla Craig, President and CEO at Millani - Responsible investing advisory services, will help you answer the most common questions and pushback that advisors encounter with their clients. Register now! 👇
Register now
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