Global Asset Financial Strategies and Analysis’ Post

What is the Real Story in the Financial Markets? Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE Q: How are corporate earnings for Q3 2024? A: With 25 out of 500 S&P companies reporting so far, earnings growth was over 13%. In Q2 earnings growth was at 11%. Q: Is the equity market overpriced right now? A: The McGowanGroup Investment Committee is finding that many companies have become overpriced relative to current growth and projections. We currently have harvest targets for significant positions in our model portfolios. Presently, Energy Infrastructure remains a relative bargain according to our calculations. Q: The recent T-Bill rate moves appeared to predict the ½% rate cut before the Federal Reserve lowered the Fed Funds rate by ½%. With this in mind, what can recent moves in the U.S. Treasury bond market tell us about the Federal Reserve’s meetings on November 7th and December 18th? A: After the interest rate cut, the mid-point of the target range in the overnight bank lending rate is 4.875%, yet the 90 day T-Bill rate is 4.64% indicating a possible rate cut of ¼% at the November 7th meeting and another one potentially after the December 18th session or subsequent meetings in Q1 2025. Q: What is the McGowanGroup’s current Assets Under Management? A: Just under $1 Billion as of September 30th, 2024! https://lnkd.in/g4Jpsn8k

Considering market dynamics, fund houses are strategically shifting their focus towards large-cap funds as small caps have already made substantial returns. It's an opportune time for investors to capitalize on this consolidation phase. Remember, all investments carry inherent market risks. It's important to stay informed and consult with financial professionals before making any decisions.

(in)Coherent Conversations Make sure to check out our weekly chart pack filled with invaluable insights into global markets. https://lnkd.in/da-B6VbC #technicalanalysis #assetmanagement #commodities

Private Markets? Let‘s discuss how we can help your teams to find the insights on or off-platform!

Private markets is still the fastest growing segment of the market with no signs of abatement. In fact, the value pouring into this asset class has tripled over the last decade reaching $13.1 trillion. For this reason, FactSet’s private market strategy has been one of the biggest topics driving conversations with our clients.  Power up your global deal search leveraging our large universe of 13M+ companies, 6M+ with financials, 138K+ PE/VC funds. What’s our unique advantage? A complete, balanced platform combining deep public and private market research in a single best of breed system.

Expert advisors craft portfolios tailored to investors by first assessing their financial goals, time horizon, and risk tolerance through detailed analysis. They then select a diversified mix of investment products across asset classes such as stocks, bonds, and alternatives to align with the investor's risk profile and objectives. Continuous monitoring and periodic rebalancing ensure the portfolio remains in line with the investor's evolving needs and market conditions, aiming to achieve optimal long-term performance while managing risk effectively.

As we transition into Q3 2024, we’re sharing valuable insights from our Wealth Management advisors on key financial topics. Explore our Q2 2024 Wealth Management Market Review for an overview of global stock and bond performance, along with a recap of the current financial landscape and more! In a time of uncertainty, whether you’re a seasoned investor or new to the game, having a strategic investment approach is essential. We’re here for you! #VeraBank Explore the Q2 2024 Market Review: https://lnkd.in/gaDjYfwf

Today's Analyst Perspectives from Various Financial Institutions YTD Performance: Tradebeez Quant Investing: +19.32% For more information about Quant Investing or to explore our Separately Managed Account (SMA), here’s what we offer: - Capital Security: Your funds are securely held in your name with a well-regulated, reputable custodian, you have full control on capital. - No Hidden Fees: There are no management fees, no entry or exit fees, and no lock-in periods—consider like your current account. - Performance-Based Fees: You only pay a fee when your investment performs, aligning our interests with yours. - Strong Returns: Over the past year (October 2023 to September 2024), we have delivered a solid return of 26.48% with a draw down of 7% and Sharpe Ratio of 2.0. Contact us to learn more visit www.tradebeez.com

📰 I welcome you to download Bloomberg's 2024 Offshore China Asset Management Industry Report, which provides insights into the GBA fund management industry In this report, industry chief executives and leaders share insights how China's GBA fund industry has navigated the past 12 months and share their perspectives for the coming year. This includes: - How private wealth is rebounding despite geopolitics & macro challenges - Where does the industry stand on virtual assets? - Navigating uncertainty over interest rates & geopolitical change - China’s real estate market & its impact on the industry - The power of Hong Kong's tax incentives to lure large family offices - Why southbound investment products are soaring

Capital at risk. We are pleased to feature in the latest MPS Watchlist. Read our article 'When passive is active - the rise of 'passive plus' managed portfolios' below featuring David Hood, CFA & Graeme Bowden