Harbor Group International’s Post

‘Fed Policy works with a lag, but we’re just not feeling the effects’ – Burns McKinney, portfolio manager at Virtus quality value affiliate NFJ Investment Group, discusses Fed policy and the markets. Watch his interview: https://ow.ly/NrRl50PXHl5

Looking forward to speaking at the 2024 RIA Conference! Join me on May 28-29 in Vancouver to discuss the most critical issues impacting the responsible investing industry today. Learn more about the conference here: https://riaconference.ca/ #RIACon24

William Heaphy, CFA, portfolio manager, and head of the U.S. value equity team, and Matthew Fleming, CFA, portfolio manager, and research analyst, share in an interview with Value Investor Insight how the William Blair Small Cap Value strategy seeks to provide success in both up and down markets. For insights on portfolio holdings and their investment philosophy, read the full article here: https://lnkd.in/gqJfH8Tw

Did you know that at each forum up to three supplier companies receive the chance to be part of our conference programme? Our participants vote on their favourite supplier presentations and the highest voted are included into our programme. With this year’s Richmond Finance Summit, the delegates were spoilt for choice. And here are the three lucky winners 🏆: 💡ACATIS Investment KVG mbH with “Artificial Intelligence in Portfolio Management – My colleague is a machine.”, held by Kevin Endler. 💡KeeSystem with “The Digitalisation of Compliance: Impact on human resources and costs.”, held by David CREPIN. 💡State Street Global Advisors with “A Different “Roaring 20s” - The Macroeconomic and Market Implications of the New Geopolitical Order.”, held by Elliot Hentov. Congratulations 🎉 and we are all looking forward to your sessions! Are you a senior decision-maker or supplier company in the financial sector and would like to participate? Contact Vivien Fiegler Fielger, if you are a senior decision-maker from a financial institution or a senior 3rd party fund selectors from a private bank or family office Contact Aleksandra Papierz, if you are a supplier company in the financial sector. #richmondevents #richmondfinancesummit #finance #assetmangement #wealthmanagement #swissassetmanagement #swissbanks

💡Spotlight Lower-Mid-Market #privatedebt has become increasingly important in Europe and especially in Germany in recent years. At the upcoming Private Debt Investor German Forum 2023, we will look at the current challenges the industry is facing due to a difficult fundraising environment, look at emerging opportunities and focus on specific areas - such as the lower mid market (LMM). As a member of the Advisory Board of the PDI, I am also pleased to support the conference thematically with a presentation on "Mapping the Lower Mid Market - Dimensions and pitfalls in investment decision-making". In this context, I will deal with the marketing preconceptions that "bigger is always better" and other dimensions of the LMM, provide insights into leverage levels and finally highlight pitfalls in due diligence. Afterwards, I am looking forward to the Lower Mid-Market panel of Carina Spitzkopf, David Hansen, Chris Semple, Matthias Mathieu and Sandro Naef led by Brendan D. Foley - In particular, I look forward to the insights of Chris Semple from Crestline Investors, Inc. as US Lower Mid Market manager that might provide some outlook for the development in den European LMM. #alterntiveinvestments #managerselection #SMEfinance 👏Hannah Ogunlowo from the PDI put together this interesting agenda.

- As a global investor, should your focus be on market weightings, themes or fundamentals? - What is the best positioning for a global investor, a concentrated or diversified approach? Key questions addressed by some of the best in the field at the RSMR panel next week... Register here: https://lnkd.in/epivKzjF #globalequities #portfoliopositioning #globalinvestment #portfolioconstruction #fundmanagement

John Chang, Senior Vice President of National Research and Investor Relations, recently shared his insights on the current state of commercial real estate investments. In a video on industry trends, he highlighted the differing perspectives of institutional and private investors. While institutions anticipate further market correction, private investors maintain a more optimistic outlook, focusing on long-term gains. Despite challenges, investors remain active, diligently evaluating deals to secure profitable opportunities. Pricing trends vary across property types and markets, with some showing signs of stabilization while others continue to soften. https://lnkd.in/gb84t5qz

Reflecting on special situations opportunities in 2023, themes of elevated expectations and higher volume, but lower quality opportunities appeared to dominate the landscape for UK investors. Explore the insights from our 2024 Special Situations Investor Survey, including a review of 2023 and the outlook for this year: https://lnkd.in/epvxNvC9 #DistressedMarket #SpecialSituations #PrivateDebt

Gain insights from our latest Q&A with Philippe Noyard, Patrick Zeenni, CFA, and Nicolas Jullien, CFA. Learn how our approach to long/short credit strategy aims to optimize the credit market’s potential and generate returns. 🔗 Read more: https://lnkd.in/ecSMeRV9 ⚠️ For professional investors only #candriam #investing4tomorrow

We are delighted to welcome our panellists on the Financial Markets Outlook panel at GIS Edinburgh 2023. The panel will showcase a financial market overview including current trends, predictions, and asset allocation strategies presented by our chief investment strategists. Topic: Financial Markets Outlook Date: October 31, 2023 Venue: The Balmoral Hotel To register for the event, please visit https://lnkd.in/eE5Gj2iB Saftar Sarwar John Redwood Shanti Kelemen Edward Smith CFA Anthony O'Brien #wealthmanagers #wealthmanagement #familyoffices #fundselector #independentassetmanager #chiefeconomist #investmentstrategy #assetmanagement #fixedincome #researchanalyst