Insight Investment’s Post

Great to be able to contribute to this interesting piece on UK markets by David Craik at interactive investor. We’re continuing to see enormous amounts of value in the UK at BRI Wealth Management plc, especially in the mid and small cap end of the market. Investment trusts look even better value! #UKplc #investing #investmenttrusts

📢 Financial advisors and investment intermediaries are at the forefront of helping consumers make informed choices. With evolving challenges in the industry, it’s crucial to ensure that every client receives the support they need. Discover what’s expected for a successful future! 🤝

We have reminded #superannuation CEOs attending the latest ASIC–Australian Prudential Regulation Authority roundtables to be mindful of their conduct obligations and to foster market integrity when investing in private #markets. The latest super CEO roundtables – held in June and July – focused on superannuation funds as investors of members’ money. ASIC is looking at superannuation funds as participants in financial markets to understand how they interact with the market and meet market integrity obligations, forming part of our focus on integrity across public and private markets. Read the roundtable summary https://lnkd.in/gwHBwcWc #regulatory

Investors looking for the trifecta of strong yields, regular income and low volatility can find the answer in U.S. private credit. Add in the benefit of portfolio diversity, and it's easy to see why U.S. private credit is experiencing rapid growth in investor demand. In this Money Magazine Australia article, our Chief Investment Officer, Chris Paton explores the five qualities to look for when choosing a U.S. private credit manager. Read the full article here: https://lnkd.in/gDDdAUDH More information about our US Private Credit Fund here: https://lnkd.in/dpSZZqaS #LaTrobeFinancial #USPrivateCredit #LookingOutForYou 

TODAY: A new Government, an upcoming budget and inflation woes, what is the outlook for UK Equities? 🤔 🚨 Last chance sign-up: https://lnkd.in/eT42-mhf 🚨 The expert panel from Rathbones Asset Management, AXA Investment Managers, Raynar Portfolio Management and Amati Global Investors will discuss: 💼 How a new government could affect equity market and sector valuations 💷 Portfolio construction techniques when UK equities are in a period of outflows 📦 The financial health and spending patterns of UK consumers #ATVMasterclass #Masterclass #UKEquity #Equity #FinancialOutlook #AssetManagement #LiveEvent

Why is fixed income returning to favour after a 12-year wait? Find out in the latest Money Management Australia Relative Returns episode where Laura Dew talks to Schroders' head of fixed income, Kellie Wood on why fixed income is now favourable, how Australia's economic environment compares to other markets and more. #fixedincome #interestrates #marketoutlook #investments

Friday Industry Update 📰 According to Wealth Data, AMP Group has driven adviser growth with a net increase of four advisers for the week ending October 10. https://lnkd.in/gg49jnEc. Australia's financial services sector is facing significant challenges according to KPMG Australia's Top Risks to Australian Business 2024–25 report. https://lnkd.in/g7VyzxsU Australia's largest fund, AustralianSuper, enhances its team in North America, to secure top investment opportunities for the fund's 3.4 million members. https://lnkd.in/gfXdUwXi Citibank and Apollo Global Management, Inc. partner to launch a US$25 billion private credit direct lending program. https://lnkd.in/gV-mfC3Q Hamilton Lane introduces an evergreen private markets infrastructure fund to qualified local investors. https://lnkd.in/ggtEn-GT Strong returns in September propel the superannuation sector to its best first quarter performance since 2013. https://lnkd.in/g76DEYty VanEck reports that the best-performing ETFs in September were driven by Chinese equities, while the worst performers included carbon credits and crude oil ETFs. https://lnkd.in/gAMXBenZ #News #Wealthmanagement #Investment #Superannuation #Insurance

New insights from abrdn 📢 We are pleased to share our latest publication: the Fixed Income Engagement Roadmap. This guide offers a deep dive in to the Fixed Income market, providing valuable insights and practical steps for professional and institutional investors. Explore to see our insights into the complexities of Fixed Income investments. 🔗 Read more here: https://ow.ly/BZs750TEfEW #FixedIncome #InvestmentInsights #abrdn #FinancialExpertise

“…two broad barriers that prevent savers from engaging with investing: difficulty identifying the right investment product to suit their financial needs, and the inability to make side-by-side comparisons of products.” #retailinvestmentstrategy #RIS #investments #FIDA #OpenFinance #regulation #betterregulation #MiFID #PRIIPs #DGFISMA #ESMA #CapitalMarketsUnion #CMU