Global Asset Financial Strategies and Analysis’ Post

In the ever-evolving landscape of financial markets, our trading fund stands out as a beacon of consistency and success. At Genesis Assets, with our unparalleled track record, we have not only weathered the storms of bull and bear markets but have consistently thrived on market volatility. With seven years of meticulously tracked data, our fund boasts a remarkable achievement: not a single losing year in its history. Strategies for Success in Any Market Condition: The secret to our success lies in our ability to adapt and capitalize on market volatility, regardless of its direction. At Genesis Assets, we have fine-tuned our strategies to profit in both bull and bear markets. Instead of relying on market trends, we leverage volatility to identify and seize lucrative opportunities. This adaptability has been a key factor in our consistent profitability over the years. Impressive Performance Metrics: With an average annual return of 50%, Genesis Assets has consistently outperformed traditional investment vehicles. This extraordinary performance is a testament to our team's expertise, advanced technology, and dedication to delivering exceptional results for our clients. Cutting-Edge Technology at the Core: A significant contributor to our success is our commitment to staying at the forefront of technological advancements in the finance industry. We've invested over $20 million in state-of-the-art technology, allowing us to execute trades with precision, analyze market data in real-time, and implement sophisticated risk management strategies. Managing $50 Million with Ambitions for $1 Billion: Currently managing $50 million in assets, Genesis Assets has set its sights on reaching the $1 billion mark. Our continued success and growth are a testament to the trust placed in us by our clients. As we expand our reach, we remain dedicated to providing unparalleled returns and preserving capital in the face of market uncertainties. Hedging Against Inflation and Market Instability: In an era marked by inflation concerns and market instability, trading funds have proven to be the optimal choice for investors seeking to hedge their portfolios. Genesis Assets excels in navigating challenging economic environments, making it an attractive option for those looking to safeguard their investments and achieve consistent returns. In conclusion, Genesis Asset stands as a testament to the potential of trading funds to deliver exceptional returns and stability in any market environment. As we look towards the future, our commitment to innovation, adaptability, and client success remains unwavering. Join us on this journey, and together, let's navigate the markets with confidence and resilience.

What’s the fundamental purpose of financial markets? To match surplus capital (supply of capital) with firms that need to spend (demand of capital). It is a way to realize liquidity today for a set of future returns. And based on the level of riskiness associated with the cash flows, the returns demanded by the investor will vary. There is one quote from John Bogle, the founder of Vanguard, that summarizes this in a nice way. “Sooner or later the rewards of investing must be based on the future cash flows. The purpose of any stock market is simply to provide liquidity for stocks in return for the promise of future cash flows, enabling investors to realize the present value of a future stream of income at any point in time.” That’s all. Simply said, I invest today to have a claim to future earnings. You are getting my investment upfront (cash today), for me to hopefully receive that cash plus a nice return. Hence, when I talk about the characteristics of a business changing, it does not affect value creation. Value is created by firms that can do the following - generate cash flows  - grow cash flows  - de-risk Do all three and investors will demand a lower rate of return, by paying a higher price today for claims to those cash flows.

The second half of the year is likely to be largely characterized by potential Fed rate cuts, bond market stabilization, cash holdings shifting to risk assets, and election-driven volatility. In our latest Quick Takes on Capital Markets, read more about why maintaining a long-term, disciplined approach will be key to navigating the next six months. https://bit.ly/3WeE9Io

The second half of the year is likely to be largely characterized by potential Fed rate cuts, bond market stabilization, cash holdings shifting to risk assets, and election-driven volatility. In our latest Quick Takes on Capital Markets, read more about why maintaining a long-term, disciplined approach will be key to navigating the next six months. https://bit.ly/3WeE9Io

The second half of the year is likely to be largely characterized by potential Fed rate cuts, bond market stabilization, cash holdings shifting to risk assets, and election-driven volatility. In our latest Quick Takes on Capital Markets, read more about why maintaining a long-term, disciplined approach will be key to navigating the next six months. https://bit.ly/3WeE9Io

The second half of the year is likely to be largely characterized by potential Fed rate cuts, bond market stabilization, cash holdings shifting to risk assets, and election-driven volatility. In our latest Quick Takes on Capital Markets, read more about why maintaining a long-term, disciplined approach will be key to navigating the next six months. https://bit.ly/3WeE9Io

Lazard's Secondary Market Report is a treasure trove of data The secondary market ended on a strong note in 2023, delivering a third consecutive year of estimated volumes in excess of $100 billion and notching the market’s second highest annual tally in 2023. Across both the GP-led and LP-led markets, a continued lack of liquidity from traditional sources drove investors to seek more innovative methods of generating proceeds through the secondary market. The market experienced a relatively slow first half of 2023 and then a very strong second half as investors and sellers appeared to perceive opportunity and bid-ask spreads narrowed. The GP-led market experienced a very active second half of 2023. Investors focused on deals involving high quality assets with resilient, profitable business models and defensible valuations throughout the year. It also witnessed a material decrease in average commitment sizes and more middle market transactions; two themes we view as linked. Overall, Lazard believes that the second-half volume in 2023 is a harbinger of a new, elevated normal for the GP-led segment. As sponsors remain focused on delivering liquidity amid a challenging M&A and IPO environment, they expect 2024 volume to approach or exceed 2021 levels. The LP portfolio market experienced similar growth from the first half of the year to the second half. Portfolio pricing increased in the second half of the year which appeared to cause more institutions to consider sales. There continues to be noticeably better pricing and greater interest in buyout funds and buyout-oriented portfolios than those with concentrations in venture capital and growth equity, although there appears to be growing interest in both credit funds and infrastructure funds from secondary investors. Lazard expects continued strong interest and improving pricing in 2024 and that these improvements will continue to cause institutional investors to seek increasing liquidity from the secondary market.

Volatility remains in the economy and financial markets in 2024. However, the @CeteraIM team lays out how that volatility might signal opportunity for investors in its 2024 Annual Outlook. Read more here. https://lnkd.in/g2hcDUpT

I saw this piece from an analyst today. "The Preferred Share Dilemma. One of the biggest mistakes we see investors make is view preferred shares as a fixed income proxy. Despite categorizing prefs under the fixed income umbrella, we view its risk/reward proposition more in line with equities historically – particularly from a volatility perspective – than fixed income, and we think one should position for it accordingly in diversified portfolios – those portfolios with existing allocations to equites and traditional fixed income. " When I started in the industry in1997 Prefs were equities then as rates fell they magically became Fixed Income to meet client demand for "lower risk" products with income. So to see this analysis today, just supports what I have know for a while, they are more volatile than people think. Knowing your product is important, understanding the risk/reward an investment presents are key to investing success. It's probably one of the biggest ways I help my clients get to where they want to go. Remember nothing just goes up unless you invest with Bernie Madoff. Knowing your products and understanding the risks you are taking will result in you being happier with your portfolio performance and volatility.

Preferred securities (preferreds) are often referred to as “hybrid” securities as they have both bond and equity characteristics. In our latest commentary, we dig a bit deeper into preferreds and the impact they have as an attractive option for investors.