Elemér Eszter’s Post

As a Financial Advisor, I often get asked why it is essential to diversity portfolios. Well, here are some reasons why you should diversify your portfolio not only between different asset classes but also across sectors, industries and companies 💱🏡📊💰 - Diversification reduces risk by investing in vehicles that span different financial instruments, industries, and other categories. - Unsystematic risk can be mitigated through diversification. - A diversified portfolio may lead to better opportunities across sectors. - Leads to capital preservation, increased risk-adjusted returns, reduced impact of market volatility. To know about the various ways in which you can diversity your portfolio or if you want a review of your existing portfolio to see where I can help to diversify it further drop a DM 💬 or WhatsApp on ☎️ +91-9717391331 and I'd be delighted to help out! #Hoxton #HoxtonCapital #HoxtonCapitalManagement #FinancialAdvisory #FinancialAdvisor #AdvisoryServices #Portfolio #Review #Diversification #AssetClasses #Shares #Bonds #Cash #IndexLinkedFunds #ETF

Good advice ... not just for #investment products, but also #annuities and #risk products. Explain it to me in simple terms, how does this product help me (or my client)? https://lnkd.in/gsuJufjt

Read Vanguard's latest sector-by-sector analysis of global fixed income markets and a summary of how these trends affect Vanguard’s active bond funds. 👉 https://vgi.vg/3wmt2CP #FixedIncome #VanguardInsights

𝗞𝗲𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 𝗘𝘃𝗲𝗻𝘁𝘀 𝘁𝗼 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 𝗼𝗻 𝟬𝟯 - 𝟬𝟳 𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟰 ➡️ Bookmark this post to ensure you have it handy. 🔔 Stay vigilant and stay informed about the upcoming events in June that have the potential to greatly impact the markets. ❗ Please note that all times mentioned are in GMT+8. *Experience trading your preferred financial instruments with a top-tier brokerage firm. Don't miss out: https://bit.ly/44SYzIT Not financial advice. Investment involves risk. https://lnkd.in/gtcrbmms https://lnkd.in/g-hMxvPS Source: Investing #AnzoCapitalGlobal #AnzoCapital #EconomicCalendar #ADP #US #InterestRateDecision #NonfarmPayrolls

Appetite for innovation in the #fundfinance space continues to be strong. In the 2024 #globallegalinsights report, Travers Smith discusses ratings and a couple of the legal considerations of Fitch Ratings' subscription finance criteria, with some interesting perspectives. Authors also note ratings are rapidly expanding to cover other products with Fitch having already announced intentions to produce a methodology for NAV facilities. It promises to be a busy year ahead. https://lnkd.in/e6RzYa9B #privateequity #subscriptionfinance Views are my own.

We really now need to see #amp through a different lens - no #lifeinsurance, no #ampcapital and no large #financialadvice exposure. Just a platform and a bank, really. https://lnkd.in/gta3magP

More and more, financial planners are recognising the value of incorporating private credit funds into their clients' investment portfolios. Here’s why financial planners have private credit funds on their radars for their investor clients: - Compliments clients’ ‘core’ portfolio holdings - Generates a stable income stream - Has a strong performance track record of providing consistent returns - Is less volatile in both capital and income compared to other asset classes - Offers transparency - As private credit offerings evolve, the asset class provides greater accessibility to more asset types, increasingly with fewer liquidity restrictions - Can provide a meaningful diversification benefit in client portfolios particularly to protect against inflation and rising interest rates. If you would like more information about our private credit fund, please reach out to our Director, Daniel Dusevic. #HelpingAustraliansSucceed #privatecredit #privatecreditfund

Some timely insight from Loomis Sayles on private fixed income as well as strategies for a “higher for longer” rate environment and why corporate health continues to improve. Loomis makes a strong case for continued success in corporate fixed income (Dan Bastasic/Strategic Corporate Bond supporters will like hearing that). For advisors that value thoughtful analysis of all areas of the market (equity, fixed income, privates, etc) it would be a good idea to follow Loomis Sayles for their monthly blog posts. $100m per year in research insight from a research driven firm (98 years and counting) might help with some of your portfolio allocation decisions. #CCM964 #CCM8888 #CCM9830 #CCM3553

We expect the momentum effect to continue – as more institutional investors experience positive outcomes in the private fixed income space, others are likely to evaluate and consider investing in the space themselves. Read more: https://lnkd.in/e8jEz5sN #PrivateCredit #FixedIncome

In second-quarter 2024, for the first time in a year, upgrades—rather than defaults and withdrawals—accounted for the most removals from the risky credits cohort (issuers rated ‘CCC+’ and below). Read more in our latest European Leveraged Finance newsletter: https://okt.to/kdPTJA