Govera’s Post

Had a great conversation about the opportunities and risks in emerging markets (EMs) with the legendary "Indiana Jones" of investing in EMs, Mark Mobius of Mobius Capital Partners. A special thank you to Lourdes Casanova and Peter Cornelius for their invaluable insights and contributions to the discussion. #EmergingMarketsInstitute #InvestmentStrategies #GlobalEconomics #CornellUniversity

As we look towards the second half of 2024 and beyond, it becomes increasingly clear that this period could present a golden opportunity for investors with varied strategies. Whether you're looking to expand, diversify or enter new markets, understanding these trends could be your key to making informed decisions. We have just launched "Look Beyond the Norm", part 3 of our Asia-Pacific Horizon report; explore it now: https://okt.to/rZKmPv #LookBeyondTheNorm #APACHorizon #CapitalMarkets #KnightFrankAPAC

Excited to share my latest article, "Emerging Markets in 2024," featured on Money Magazine! 📈💡 Emerging markets are no longer the underdogs of the global economy. They're now the driving force, shaping the financial landscape and transforming the world around us. 🌍 Be sure to grab your copy of the latest edition this month or read it on https://lnkd.in/dFY82TXq BE COMMUNICATIONS Gamma Capital Markets #EmergingMarkets #GlobalEconomy #2024Outlook #MoneyMagazine

Key News Topics VC Analysts and Associates Should Follow Despite the often negative tone of news, it is crucial for VC analysts and associates to stay informed as it directly impacts their research and decision-making processes. Essential News Topics to Monitor: Geopolitical Changes: Stay updated on regulations, embargoes, wars, and elections, as these can affect global markets and investment climates. Stock Market Trends: Track which companies’ stocks are surging, understand the reasons behind these movements, and identify the industries involved. Industry Developments: Follow news related to innovation, regulatory changes, funding opportunities, and new partnerships within relevant industries. Portfolio Updates: Keep aware of any news regarding the fund’s portfolio companies, including partnerships, competitor activities, funding rounds, and growth milestones. By consistently researching these topics, funds can reinforce their investment theses and strategies, aiming for a robust return on investment (RoI) or pivoting as needed to ensure long-term success. #research #VC #news #awareness #analysis

Looking to stay ahead in the evolving world of ETFs? Thematics Unlocked 2024 is a must-read for investors and industry professionals seeking actionable insights on: 🔹 Market trends Understand the latest trends shaping the future of thematic ETFs, including insights into disruptive technologies, sustainable investments, and shifting global demands. 🔹 Expert perspectives Learn from investors, issuers and index providers examining how thematic ETFs are redefining portfolios and what this means for those seeking targeted exposure to high-growth sectors. 🔹 Performance metrics Discover the performance trends of leading thematic ETFs and how they compare to traditional broad-market indices. 🔹 Challenges and opportunities Explore both potential headwinds and opportunities to capitalise on emerging sectors and regulatory shifts. Access the report here: https://lnkd.in/eyjneXc7 Thank you to our supporting partners Morningstar, MSCI Inc. and STOXX, and also our contributors Ernst Knacke and Stephan Kemper. #ETFs #ThematicInvesting #ThematicETFs

Amidst the current financial landscape, European stocks are emerging as a beacon of opportunity for global investors seeking alternatives to the overheated U.S. market. In this dynamic environment, European sell-side analysts stand at the forefront, with invaluable insights crucial for successful investments. Our Sell Side Research API offers investment firms unparalleled access to this wealth of knowledge, empowering them to train large language models and extract actionable investment opportunities. Harnessing the expertise of European analysts, our platform equips you with the tools to navigate the evolving market trends and capitalize on lucrative prospects with confidence and precision. #sellsideresearchAPI #sellsideresearch #sellsideanalyst https://lnkd.in/dyuJ_23f

Join us and BlackRock's Model Portfolio Strategist, Eric Mueller, for a market update on 10/30 at noon. From economic headwinds to emerging opportunities, get the insights you need to stay ahead of the curve. Save your spot by clicking the link below! https://bit.ly/3YdGsLK #InvestmentInsights #MarketAnalysis #theSKGteam#FinancialMarkets #WealthManagement

Private Equity Wire's Global Outlook 2024 report zooms in on deal hotspots emerging under current market forces. Experts from BlackRock and Apollo give us the big picture, while Adams Street Partners’s Brian Dudley give us insight into growth equity opportunities. Read the full insights report here: https://zurl.co/5cv3 #privateequity #privatemarkets #globaloutlook

How are #Indices helping investors assess the growing range of thematic solutions?👉 https://lnkd.in/eHgmqTG7 S&P Dow Jones Indices’ Ari Rajendra and BlackRock’s Jay Jacobs, CFA dive into the expanding landscape and the innovations and data helping #Investors at the leading edge of thematic trends.

📊 Every tier tells a story. From Rapid Raisers to Emerging Opportunities, understand what makes each category unique with CapitalPulse Ratings. Read more at https://lnkd.in/gNuGm8J9 and subscribe for detailed insights! #TierDeepDive