Jeff Thomas’ Post

In this episode of FI15, Joe is joined by Blackrock’s Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of #PrivateMarkets, how both Blackrock and S&P Global Ratings approach the space, Jim’s unpopular #investment opinion and people inside and outside of S&P Global that inspire Ruth. Listen now to learn more: https://okt.to/o4qLQ6

I'm thrilled to share some fresh insights on the prospects for private markets and strategic directions for our clients in 2024. In our latest edition of Investment Perspectives, Linda McAleer and Penny Cochrane, CFA, CAIA delve into three key areas: optimizing decisions around core UK commercial property allocation, weighing the relative attractiveness of debt over equity across private markets, and exploring the burgeoning interest in natural capital investment opportunities. Find out more here:https://okt.to/e8bERK https://okt.to/VqkhIe #privatemarketinsights #FinancialInsights #privatemarkets

With nearly half of the world's net worth now in the hands of individual investors, it's time to rethink your approach to alternative investments. Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director at UniFi by CAIA Association, shares how private wealth can embrace an 'alternatives culture' and close the gaps with institutions by outlining three top considerations for advisers as they begin their journey in alternatives. Read more: https://okt.to/rfS8RG #privatewealth #alternativeinvestments

Our CEO, Adam Ebrahim, steering the narrative at our 25th anniversary gala. Reflecting on our journey, we pioneered a fund, answering a fundamental need for savers in an industry craving innovation. Over the years, we’ve consistently set the standard, fulfilling the aspirations of those who entrust us with their financial future. Disclaimer : Collective Investment Schemes are generally medium to long term investments. Past performance is not indicative of future returns. Warnings: The value of your investment may go down as well as up and past performance is not a reliable guide to future performance. The tax treatment of your investment in a tax-free savings investment depends on the individual circumstances of each client and may be subject to change in the future. The income that an investor may get from an investment may go down as well as up. #OasisCrescent #OasisCrescentEquityFund #OasisCrescentSA #CEOInsights #PioneeringFinance #FinancialTrailblazers #CorporateInnovation #SavingsRevolution #LegacyLeadership #DecadesOfExcellence

Tune into the latest Money Management Australia Relative Returns episode where host Laura Dew speaks with Phillip Hudak, CFA, co-portfolio manager of the Australian Small Companies Fund at Maple-Brown Abbott. Find out what makes Australian small caps an attractive asset class and how the current market environment presents a “compelling opportunity” reminiscent of the post-Global Financial Crisis period. #smallcaps #marketoutlook #GFC #Australianequities

We recently asked our PE Insiders Council to reflect on their value creation efforts and share what made them successful. The community revealed these four levers for high-impact value realization. Read the full article here: https://lnkd.in/g_Qqswvk #PrivateEquity #RevenueGrowth #Investing #VentureCapital Matthew Greenstein

Home bias is a risk that investors should mitigate, unless you’re a U.S.-based investor. That’s according to Manulife Investment Management’s Michael J. Scanlon, CFA. Listen to the full episode: https://bit.ly/3VObUk0 #USMarkets #InterestRates #FederalReserve

In this week’s #Perspectives, David Jane reveals why the Premier Miton Cautious Monthly Income Fund differs from other income strategies, sharing the teams ‘third way income’ approach and discussing why they look across the whole investment universe. For Investment Professionals only. Capital at Risk.  #multiasset #incomefunds

Clinton McGarvin, CFA spoke on a panel alongside colleagues Evan Sowers, Riverview Trust Company and Andrew Bennison, JGP Wealth Management, for a recent Markets Group Private Wealth PNW forum. The panel discussed how they are working to navigate the market and their processes to building a sturdy equity portfolio with the following questions/topics in mind: • Growth vs. Value: Which equity sectors are likely to lead the economic recovery? • Active vs. passive management? • How to incorporate a long-term perspective in equity investing? https://lnkd.in/gUd3_Qan

Diversification is an important strategy for any financial investor. It protects you against risk, and helps to mitigate losses and boost gains. Investing comes with inherent risks. Working in the BioTech or Life Sciences industries has risks of its own. As both an investor and a professional in these industries, you need to offset risk and uncertainty as much as you can. Discover how diversified portfolios can help you do just that—read on in our blog at https://lnkd.in/esbxt5rS #LRVS #LRVSAdvisory #BostonMA #WealthManagement #InvestmentManagement #WealthAdvisors #FinancialPlanning #RetirementPlanning #CompanyBenefitsPlanning #YourFamilyCFO #BiotechProfessionals #PharmIndustry