DDQ INVEST’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

Secondary market transactions, often referred to as “secondaries,” involve the trading of existing investment fund shares. These shares offer intriguing opportunities for investors to enhance their portfolio returns, particularly in the private debt landscape for the time being. By Anselm Feigenbutz, Joaquin Ardit and Kulbhushan Kalia, Senior Portfolio Managers at Allianz Global Investors #Secondaries #PrivateDebt #PrivateMarkets

AllianceBernstein recently revealed their forecast for where the world-wide Private Credit market is heading in the next three years. Projections show impressive growth from $1.6 trillion in 2023 to $2.3 trillion (USD) by 2027. This positive trend highlights the increasing importance and resilience of Private Credit investments.   For more information on Private Credit, read our recent article “Private Credit: 2024’s Smart Money Investment” on our website: https://lnkd.in/gVarFk6D #privateinvestinsights #nonbanklending #australianinvestmentmanager

Why do I continue to organize events even though it's not our core business? Because I genuinely derive pleasure from bringing people together, fostering industry growth, and pushing the boundaries of discussions! With SPi Europe a week away, I've had the opportunity to delve into the roster of speakers and content, and I must say, it's truly awe-inspiring. Here are just a few highlights that have caught my attention: 1) Dive into the world of Structured Products AI with Mathias Strasser's showcase. 🤖 2) Witness an unprecedented gathering of senior panels from Investment Banks, expertly moderated by Jamie Douglas. 🏦 3) Get exclusive insights into the Value for Money (VfM) discussions unfolding behind the scenes, offering a glimpse into the future landscape. 💰 4) Explore practical strategies for both immediate implementation and long-term utilization of structured products, with Nilesh Jethwa as the moderator. 📈 5) Conclude with an illuminating presentation by Davide Silvestrini, shedding light on the intricate dynamics of volatility and dividends impacting derivatives and structured products. 💡 The real question is, are you prepared to immerse yourself in such enriching and transformative content? Don't miss out on this opportunity to expand your horizons and stay ahead of the curve! See you there! 🚀 #SPiEurope #StructuredProducts #FinanceConference

https://lnkd.in/d9kU5sKP KKR & Co, Inc the global investment management firm that focuses on private equity, real estate and private credit and lending has in the past 7 years developed the strategy of owning insurance companies, namely Global Atlantic and using the insurance premiums proceeds as long-term investment capital for its private equity, real estate and private credit. Wolfteam Ltd. The problem with private equity, real estate and private credit and the pension funds, endowments and insurance companies investing in such funds is that the capital is not completely permanent. The aforementioned institutional investors want their capital back in 7 to 10 years, usually. #privateequity #KKR #investments #investing #privatecredit #lending #wallstreet #stocks #stockmarket #equities #capital #longterm

Market volatility over the past 18 months has resulted in several challenges restricting access to capital. At the Mizuho Americas Finance Leaders Forum, Head of Investment Grade Capital Markets & Syndicate, Victor Forte, recapped some of the biggest events impacting equity and debt capital markets and how despite adversity, the outlook is positive as we head into 2024. Watch more key takeaways from our experts Moshe Tomkiewicz, Josh Weismer and Jeb Slowik here: https://lnkd.in/evhyDF_7 #financeleadersforum #raisingcapital #ECM #DCM

Ex-Credit Suisse team to launch absolute return fund for Lombard Odier Investment Managers. The former Credit Suisse managers who departed for Lombard Odier Investment Managers are due to launch a global macro absolute return fund. Jean-Pascal Porcherot. Check out Valeria Martinez's latest article 👇 https://incm.pub/3Q2VtwC #investment #investmentmanagement #wealthmanagement #finance

Investing with LFA is like finding the right key for a timeless treasure. Unlock global opportunities and diversify your wealth with Switzerland's leading wealth management expertise. #TimelessInvesting #WealthManagement #GlobalDiversity

We recently asked AB's Head of Equities Nelson Yu what our clients need to know about #equities right now. Listen to his #ABInsights quick take and hear more of Nelson's insights in our Midyear Equity Outlook here: https://lnkd.in/etWpBEHE

Join Mehta Equities for the “Winning shots” of your portfolio. Get in touch with us -+91-22-61507101 /+91-22-61507100 #mehtaequities #equityresearch #investmentstrategies #investmentforbeginners #investingtips #investmentopportunities #30saalbemisaal #stockmarketindia #stockmarketinvesting #ipl