The latest conference organised by our investment companies team, ‘Why Smaller Companies? Why Now?’ revealed the exciting investment opportunities for the asset class. It has been a challenging period for small caps in recent years with higher interest rates and consistent outflows from UK open ended funds. However, our speakers discussed that the outlook looks much brighter, owing to attractive valuations, positive earnings growth prospects and the potential for a market rotation away from US mega cap tech stocks as interest rates fall. For this event, we gathered five investment companies managers to discuss their: 👉 Outlook for the asset class 👉 Approach to investing 👉 Favoured companies in their portfolios Thank you to all of our speakers, Indri van Hien, Stuart Widdowson, Daniel Whitestone, Douglas Brodie and Simon Barnard, CFA, for making this conference such a success. Read more here: https://dbnumis.co/3BlOyKz #InvestmentCompanies #UKEquities #SmallerCompanies
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Curious about market trends? 📉 This article breaks it down with insightful charts that explore the past, present, and future of private equity and alternative investments. Whether it’s volatility or long-term opportunities in tech, infrastructure, and sustainability, this piece shows how adaptability and data-driven strategies are key. 💫 https://lnkd.in/dZpSZ-qK
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During our recent Global Investment Summit, colleagues from around our Equities teams came together to explore growth drivers in equities markets. Get their highlights by swiping below and read the full outlook here: https://bit.ly/3VB6Wp7 #JHI #JanusHenderson #BrighterFutureTogether #JHInsights #Equities #Thematics #Tech #Healthcare #Property #APAC #EMEA #LatAm #MiddleEast #MarketingCommunication For professionals only. Capital at risk.
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Kabelo Khumalo of BusinessDay delivers an insightful piece on the remarkable recovery and growth of the Public Investment Corporation (PIC). Since the economic downturn triggered by COVID-19 in 2020, PIC has demonstrated resilience and strategic acumen, achieving a stellar 33% increase in Assets under Management (AUM). This growth not only signifies a robust rebound but also highlights the potential for future investment opportunities. As we navigate post-pandemic economic landscapes, the insights from PIC's journey are invaluable. 🔗https://lnkd.in/gkwAr5px
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When it comes to investing in the technology sector, our CIO Lesley Marks explains how companies that exhibit durable growth characteristics and have a tailwind of a secular trend can drive growth beyond their current expectations. https://ow.ly/KJLN30sA00z
We have magnificent 6 instead of magnificent 7 because one is showing faltering growth: Marks
bnnbloomberg.ca
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Investor and Founder I Helping Investors Make Confident, High Return investment decisions I Posts & articles about the process.
🔍 Have you ever wondered why certain regions are overlooked in investment recommendations? It's fascinating how regional valuations can shift the spotlight onto undervalued opportunities elsewhere. In our latest article, we delve into why companies from less expensive regions might be the golden tickets you’re seeking. Exploring these dynamics could be your first step towards smarter investing! #InvestingBasics #RegionalStrategy #InvestmentOpportunities https://buff.ly/4erNfJ6
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At Aurora Investment Counsel, we employ sophisticated quantitative growth screens to pinpoint companies with promising growth potential paired with compelling valuations. Our focus is on businesses boasting robust sales and earnings growth, high operating income, earnings per share, and dividend growth. Trust our data-driven approach to uncover opportunities that align with your investment goals. https://hubs.li/Q02zFbjK0 #QuantitativeAnalysis #GrowthInvesting #ValueInvesting
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Find out what's on our investment team's radar as we head into the second half of 2024. Join portfolio managers Caroline Randall and David Hoag as they discuss the forces shaping equity and bond markets at our webinar. https://bit.ly/3V8G1Rt Important disclosures: https://bit.ly/2JzEDWl .
Register now!
capitalgroup.com
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Find out what's on our investment team's radar as we head into the second half of 2024. Join portfolio managers Caroline Randall and David Hoag as they discuss the forces shaping equity and bond markets at our webinar. https://bit.ly/3V8G1Rt Important disclosures: https://bit.ly/2JzEDWl .
Register now!
capitalgroup.com
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Divisional Retirement Plan Counselor/ Regional Vice President at Capital Group - CRPS
Find out what's on our investment team's radar as we head into the second half of 2024. Join portfolio managers Caroline Randall and David Hoag as they discuss the forces shaping equity and bond markets at our webinar. https://bit.ly/3V8G1Rt Important disclosures: https://bit.ly/2JzEDWl .
Register now!
capitalgroup.com
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Find out what's on our investment team's radar as we head into the second half of 2024. Join portfolio managers Caroline Randall and David Hoag as they discuss the forces shaping equity and bond markets at our webinar. https://bit.ly/3V8G1Rt Important disclosures: https://bit.ly/2JzEDWl .
Register now!
capitalgroup.com
