DDQ INVEST’s Post

The program of the 12th Annual Private Equity New York Forum is shaping up amazingly. #PrivateEquity #PrivateEquityForum #NewYork Markets Group

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

Today, Max Anderl, Head of Concentrated Alpha Equity, is sharing his valuable insights about the European equity market with CAs from UBS and CS at The Dolder Grand in Zurich. Here are some of the burning questions which he most likely needs to answer... 1.  Why invest in the European equity market, and why now? 2.  What are the benefits of sustainable dividends? 3.  What is a dynamically managed overlay? 4.  How does the team work together? 5.  How does the our strategy differ from competitors? Thanks, Maximilian Anderl, for coming to Zurich today to meet our client advisors from UBS and CS. 👍 🙏 And thanks, Nicole Marconi and team for the well organized event "Fund Focus Summit 2024". #europeanstrategies #income #dividend #calloverlay #equities #sustainablility

Russell Kelly, Head of Advisory, will be participating in Panel III ‘Focus on shareholder value and liquidity: Strategies and tactics’ at this year’s London Stock Exchange Annual Investment Funds Conference. The panel discussion will focus on the current trends in structuring and corporate activity that is reshaping the market.   Learn more about the event here: https://lnkd.in/ezcDUpzQ   #InvestmentFundsConference2024 #InvestmentFunds #RaisingFinance #AssetAllocation #CapitalMarkets

Join us in 𝟮 𝗱𝗮𝘆𝘀 at 𝘼𝙨𝙞𝙖𝙣𝙄𝙣𝙫𝙚𝙨𝙩𝙤𝙧's 𝟭𝟲𝘁𝗵 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗙𝗼𝗿𝘂𝗺 𝗞𝗼𝗿𝗲𝗮 at 𝗖𝗼𝗻𝗿𝗮𝗱 𝗦𝗲𝗼𝘂𝗹 to hear from industry leaders and enhance your investment strategies for the future. If you haven't registered yet, 𝘀𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝗻𝗼𝘄: https://bit.ly/4e0IeqA Discover why small-cap equities, despite underperforming large-caps recently, present valuable opportunities for institutional investors in this session with Hur-Ming (Ming) Wong, CAIA, Managing Director at Virtus Investment Partners, where the current valuation gap and reasons for optimism will be explored. Check out the final agenda and 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄: https://bit.ly/3z20GPN 𝗖𝗼-𝘀𝗽𝗼𝗻𝘀𝗼𝗿𝘀: S&P Dow Jones Indices | Virtus Investment Partners 𝗦𝗹𝗶.𝗱𝗼 𝘀𝗽𝗼𝗻𝘀𝗼𝗿: Vontobel #AsianInvestor #KoreaIIF #InstitutionalInvestment #PortfolioManagement #investors

Markets quickly stabilized after a rocky start in August. And many have asked what this means for investors. To help understand these developments, UBS's Chief Investment Officer, Mark Haefele; Leslie Falconio, Fixed Income Specialist; and Nadia Lovell, Senior Equity Strategist discussed the implications of these changes and shared their investment outlook for the months ahead in our recent livestream. If you've missed it, you can rewatch here (starting at minute 5): https://lnkd.in/exixuvCc #shareUBS https://lnkd.in/epNdCgup

We are very pleased that our Swiss Equity team of Daniel Häuselmann, CFA, Thomas Funk and Karl Herzog have won at the coveted 2024 €uro Fund Awards for its Swiss Equities strategy. The awards honour the funds and ETFs that have achieved the best, second-best and third-best performance in their investment category over one, three, five, 10 and 20 years. https://ow.ly/rTTR50QHWXn You can read more about the awards here (in German): https://ow.ly/gZue50QHWXo Capital at risk. Not investment advice. #Awards #Swiss #Equities #EuroFundAwards

How can a valuation-focused approach help investors navigate the challenges of investing in #EmergingMarket equities? 👉 https://lnkd.in/e_q4-Zck Insights by M&G Investments.

To help clients achieve optimal results and mitigate volatility, our investment strategy involves curating a selection of best-in-class managers picking their highest conviction 10 - 20 stock ideas. Fabio Cecutto, CFA, our Head of Listed Equity, discusses how we combine our managers' best-idea portfolios in CAMRADATA's latest Global Equities Whitepaper. Learn more: https://ow.ly/HKVm50SXztw #investments #equity #GlobalEquity #AssetManagement #WTWINV_EMEA

Portfolio Manager David Seager, CFA recently caught up with Klaus Ingemann, CIO of the AB Global Equities Fund, to get an update on the portfolio and global markets. Through firms like AB, Elston is able to achieve exposure to overseas investment opportunities, so it’s always good to get their perspective on global trends and to understand how they believe portfolios should be positioned for the future. #assetmanagement #investment #portfolio