Our Global Macro Research hub holds Insight’s long-term thinking on markets and investing for clients and consultants. The hub provides an easily accessible library of papers that can be bookmarked for future reference using this link: https://bit.ly/3UtAndn Capital at risk. For professional investors only.
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In our latest strategy insight, we examine key secondary market dynamics and look at how advanced analytical tools within our Quantitative Investment Science solutions can provide an important piece of the puzzle in finding a competitive advantage: https://lnkd.in/ecPdbxUa
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Join us this afternoon for our second Macro & Markets Webinar! Our discussion will delve into crucial economic data, analyze recent market trends, and spotlight key factors on our radar.
Want market insight from some of the brightest investment minds in the industry**? Our second Macro & Markets Webinar is on April 25th at 4PM ET/1PM PT. Michael Moriarty Chris Maxey, CAIA Dmitriy Katsnelson (**Note here for compliance not to come for me. 😀)
Welcome! You are invited to join a webinar: Macro & Markets: Wealthspire's Analysis of the Current Landscape. After registering, you will receive a confirmation email about joining the webinar.
wealthspire.zoom.us
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Making smarter financial decisions? Join the conversation on April 25th.
Want market insight from some of the brightest investment minds in the industry**? Our second Macro & Markets Webinar is on April 25th at 4PM ET/1PM PT. Michael Moriarty Chris Maxey, CAIA Dmitriy Katsnelson (**Note here for compliance not to come for me. 😀)
Welcome! You are invited to join a webinar: Macro & Markets: Wealthspire's Analysis of the Current Landscape. After registering, you will receive a confirmation email about joining the webinar.
wealthspire.zoom.us
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Last call - For folks wishing to gain insight into the counter intuitive realities of investing successfully in Emerging markets, we are hosting our webcast tomorrow.
Interesting Financial Times piece on Value as an Investment style: https://lnkd.in/eMGkR5QP _____ Long-term studies overwhelmingly show that Value is a style which has generated above average returns when applied consistently - but the recent decade has been miserable. Absolutely miserable. Is that at last starting to change…? What the FT piece overlooks, however, is how Value as a style works when applied to Emerging Markets. These markets already account for the majority of the global population - and are increasingly rising in economic clout. We will be fleshing out some fascinating points about Value in Emerging Markets on a Webinar on June 19th. The empirical data is unmistakable - and gives us confidence that the future is bright. Please email info@oldfieldpartners.com for details on how to register. Charles Sunnucks, CFA, CAIA Anindita N. David Mace #oldfieldpartners #activemanagement
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We're excited for tomorrow's Emerging Markets webinar with Charles Sunnucks, CFA, CAIA and Anindita N.. Charles and Anindita will be in conversation with David Mace from our Client Relations team, on Wednesday 19th June at 3:00pm BST. We will be exploring the case for a Value focused approach to Emerging Markets allocations. If you're interested in hearing about the Value of Value in Emerging Markets Investing, please contact info@oldfieldpartners.com for details on how to register. #OldfieldPartners #ActiveManagement #EmergingMarkets
Interesting Financial Times piece on Value as an Investment style: https://lnkd.in/eMGkR5QP _____ Long-term studies overwhelmingly show that Value is a style which has generated above average returns when applied consistently - but the recent decade has been miserable. Absolutely miserable. Is that at last starting to change…? What the FT piece overlooks, however, is how Value as a style works when applied to Emerging Markets. These markets already account for the majority of the global population - and are increasingly rising in economic clout. We will be fleshing out some fascinating points about Value in Emerging Markets on a Webinar on June 19th. The empirical data is unmistakable - and gives us confidence that the future is bright. Please email info@oldfieldpartners.com for details on how to register. Charles Sunnucks, CFA, CAIA Anindita N. David Mace #oldfieldpartners #activemanagement
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Director, Senior Advisor Consultant at New York Life Investments | MainStay Mutual Funds | MacKay Shields | Fiera Capital
The New York Life Investments Global Market Strategy team is here to provide you with the insights and high conviction views you need to navigate the current economic cycle. Their latest Macro Pulse report is now available, and I recommend all advisors in Michigan take advantage of this resource: https://lnkd.in/eFhjZPUi
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2024H2 is here. MSCI’s chief research officer, Ashley Lester and the #MSCIResearch team share the evolution of the five 2024 key themes identified to be top of mind for global investors. Over the first half of the year, some of these have unfolded as one might expect, but there have been some surprises along the way, including inflation proving more stubborn than expected. As investors reassess how to manage portfolios in light of these and other ongoing challenges, Ashley and team explore how these themes have evolved — and what markets may bring for the rest of 2024. https://lnkd.in/gWSH7U5u
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Geopolitical risks from global conflicts are drawing increasing attention from investment professionals. In today’s unpredictable world, it’s crucial to understand how these risks can impact your investment strategies. In the article below, we outlined two broad geopolitical scenarios and demonstrated how to integrate them into stress tests. These scenarios are essential tools for analyzing potential impacts on your portfolios. By defining the stressed returns of major market indices, we've created predictors to enhance your model analysis. For multi-regional funds, we’ve provided specific shocks for the US, EU, UK, Canada, and global markets to ensure precision. Our analysis is a foundation for you to build upon, adding your assumptions to tailor it to your unique situation. For Workstation users, we’ve added these scenarios as default Thematic Scenarios in the Portfolio Analysis Stress Testing report. Read more: https://bit.ly/4fyRBP8
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How will geopolitical events will shape #investorrelations and the wider capital markets in 2024? How can you stay on top of any developments relevant to your organization and your stakeholders? What are the best practices when using digital tools to help you analyze peers' earnings and other market announcements? All to be revealed in next Thursday's IR Magazine webinar - sign up, and listen here: https://lnkd.in/eTtXqXFg
How to keep your stakeholders informed about emerging events
brighttalk.com
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At U.S. Global Investors, we use a quantamental approach to investing. This requires a broad and deep understanding of global economic trends, policies and geopolitical events – all of which are at the core of our complex. We invite you to learn more and sign up for FREE market research today: https://lnkd.in/geJ3XiuF
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