Edinburgh Investment Trust PLC’s Post

Global investment trusts offer access to opportunities across the world. But where are our global trust managers seeing the best opportunities at the moment? And how are they trying to achieve diversification while also delivering attractive returns? We found out at the Investment Company Showcase. Watch the full panel session here: https://lnkd.in/egrEmb4Z Craig Baker Simon Barnard, CFA Jamie Ross, CFA Alliance Witan WTW Alisha Desai Mark Atkinson Smithson Investment Trust Fundsmith LLP The Bankers Investment Trust PLC Janus Henderson Investors Janus Henderson Group PLC Janus Henderson Investment Trusts, UK Alexis Barling Harriet Hall Annabel Brodie-Smith Vanessa Booth Nick Britton, CFA, MCSI Nick Gardner Juliet Webber Richard Stone #aicshowcase #investmenttrusts #investmentcompanies #investing

Simon Barnard, the Portfolio Manager of Smithson Investment Trust, has recently participated as a panellist in The Association of Investment Companies (AIC) “Go Anywhere Portfolios” discussion. Discover where he is identifying the best investment opportunities worldwide by following this link: https://lnkd.in/ev_s6DXC Capital at risk. #SmithsonInvestmentTrust #Fundsmith #InvestmentOpportunities #AIC #PortfolioManagement #InvestmentTrusts #Finance #GoAnywherePortfolios

I thought this was a good summary of a very topical debate... In our own research, we have found leading institutional investors in recent years becoming more selective and deliberate in how they invest in Private markets... What are your views on the topic? In case you are interested, see in the comments below for links to our latest research findings... #McKinsey #institutionalinvesting #privatemarkets #assetmanagement #privateequity

Wondering why Alternative Investments are showing up in the news more and more lately? Are you ready to learn more about this diverse and growing asset class? Join us next Thursday, June 20 at 2:00 pm EDT, to hear from seasoned wealth advisor Lawrence Barocas, CPWA, CRPS from Snowden Lane Partners, and leading alternative investment manager executives; C. Jay Steigerwald III from Ashford Securities LLC and Michael Crimmins from Madison Capital Markets. Learn more about why Alts have been in the news so much lately and how advisors are currently utilizing Alts in their practice. There will be time for questions; register today: https://lnkd.in/eB47hg4f #AlternativeInvestments #investmentmanagement #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser

📅 Save the Date! Head over to the #Morningstar Investment Conference at the ICC Sydney on 21 May for an insightful session on why incorporating dynamic asset allocation into your investment framework is now more critical than ever. As we navigate the post-pandemic investment landscape, the challenges and complexities have only increased. With more uncertain inflation dynamics, the bond-equity correlation is no longer reliably negative. So, how do we adapt? Adam Kibble, our Multi-Asset Fund Manager and co-portfolio manager for the Schroder Real Return Fund and the Schroder Absolute Return Income Fund, will delve into these topics. He will explain why, for #MultiAsset, we must be more active in adjusting the asset allocation between bonds, equities, and cash to achieve our investment objectives. Don't miss this opportunity to gain valuable insights and strategies to navigate this new investment terrain. #Schroders #AssetAllocation #InvestmentStrategy #MICAU

WTW’s Stuart Gray discusses the benefits and features of Alliance Trust's multi-manager investment strategy in this webinar with Kepler Trust Intelligence. He details how the has portfolio evolved over time and shares the team's outlook for 2024.   #investmentstrategy #investmenttrusts #portfoliomanagement https://lnkd.in/g7RJ8x4c

The reduction in the number of listed investment companies and listed investment trusts is just an indication of sector evolution. https://ow.ly/UZPZ50S96KW Ian Irvine Australian Shareholders' Association LICAT - Listed Investment Companies & Trusts Association #SMSF #financialplanning #smstrusteenews #smsfinvestors

Mark Wiseman, Global Investment Manager, speaks to Sean CARNEY, Partner, on Hillhouse Investment’s private equity team, about the challenges to long termism in global investment. Mark and Sean outline the issues investors face in today’s fast-evolving macro environment and discuss the implications for private equity investment, portfolio allocation, risk management and the performance of private markets. Find out more: https://lnkd.in/gyTZfePF

Time flies and the WM Nexus Autumn Investment Trends Forum is next Tuesday (24th) 🍂 I even get to share the stage with Edward McDonald and Ian Clarke Chartered MCSI for our panel discussing "The Challenges & Opportunities of a Private Markets Offering for Private Clients" ⏲ If you are also attending, please do get in touch. 📣 #PrivateWealthFinance #FamilyOffices #WealthManagement #PrivateMarkets #DAFs #LTAFs 💡 Alina Legendi Wendy Marston Ed Hicks Jaya Gupta Addleshaw Goddard

Have you observed individual investors primarily investing in real estate passively? Now, contrast that to how institutions are often strategically investing in private real estate. With input from industry leaders like Ryan Fortsch of Blackstone, the modernized UniFi by CAIA™ Fundamentals Certificate Program offers insights and strategies that contribute to portfolio diversification. For just US$795, you'll be guided by industry leaders like Ryan in strengthening your focus on alts to meet evolving needs amid a more competitive outlook. https://bit.ly/CAIA-FAI #wealthmanagement #realestate #UniFibyCAIA #investing #alternativeinvestments