IPEM’s Post

(𝘞𝘩𝘦𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨, 𝘺𝘰𝘶𝘳 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘪𝘴 𝘢𝘵 𝘳𝘪𝘴𝘬) How thematic ETFs capture long-term shifts in the global economy. Morgane Delledonne, Head of Investment Strategy at Global X ETFs Europe, breaks it down for us. From identifying macro trends to selecting companies positioned for growth, thematic ETFs offer a unique approach to investing. Discover more insights from the #ExpertsinETFs series here: https://lnkd.in/eZRu57a5 Explore Global X ETFs on our platform: https://lnkd.in/eTZphDjU When investing, your capital is at risk.

 #Investing #ISA #SIPP #ETFInvesting #ETF #investingtips #ThematicInvesting #GlobalXETFs #InvestmentStrategy

In this Masterclass Highlight: Three key differentiators of Natixis Model Portfolios compared to other providers are explained by Brian Kmetz, CFA, CIPM, Portfolio Manager at Natixis Investment Managers Solutions 👉 https://lnkd.in/dcFfkQnN

Eearlier this month I had the pleasure to moderate the Edmond de Rothschild Asset Management H2 Investment Outlook international press conference with Benjamin Melman, Jacques-Aurélien Marcireau, CFA, and Guillaume Laconi. Entitled "Political volatility and opportunities" the online event gathered 20 key financial journalists from 6 european countries. Key takeways: • For the 2nd half of the year, investors will have to contend with a fairly buoyant economic environment, but with political problems taking the upper hand • Within the equity markets, we favor #BigData and #Healthcare, and European small caps which are trading at highly attractive valuations, considering brighter economic environment and monetary easing already initiated • On the bonds market, we continue to prefer carry strategies and hybrid debt (corporate and financial) and plan to raise our exposure to emerging debt once the Fed’s pivot signal is strong enough Full analysis from our Chief Investment Officer Benjamin Melman here: https://lnkd.in/eN9gKyem

We had a blast launching our Swiss roadshow last year with two great days in Geneva and Zurich. We're back this September 25th-26th with a super interesting line-up, in partnership with Bloomberg Intelligence! Charles-Henry Monchau, CFA, CMT, CAIA, CIO at Syz Group, will give a keynote on tokenization on both days. We're also excited to host a fund selector panel on both days where our experts will discuss: "Emerging Markets vs. Developed Markets: Identifying High-Growth Opportunities." Thank you to our speakers: -Frederic-Charles Bois - Chief Investment Officer at Societe Generale Private Banking - SGPB -Thomas Wille, Chief Investment Officer Copernicus Wealth Management - Cédric Kohler, Founder at Seneko Switzerland Wadih Manneh, CFA, Executive Director at Arab Bank -Deoraz Hans Itburrun - Chief Investment Officer (CIO), Head Asset Management, Head External Asset Managers at Bank Audi -Dr. Andreas A. Bickel, CEFA - Chief Investment Officer & Head Investment Office at Lienhardt & Partner Privatbank Zürich AG -Maryann U. - Private Banking & Investment Advisor to (U)HNW Individual at BIL Suisse -Sébastien Gentizon, CIIA, CAI, Head of Fund Research at Pictet Wealth Management -Tim McCarthy, Chief Investment Officer at Halcyon Portfolio Management A big thanks to our sponsors: Asset Management One, SWEN Capital Partners, William Blair, Findlay Park Partners LLP, Global X ETFs and ETC Group. If you are a fund selector and want to attend please do contact me directly on LinkedIn or via email on evie@evencointernational.com. #Investment #Tokenization #EmergingMarkets #DevelopedMarkets #HighGrowth #Finance #Geneva #Zurich #AssetManagement #PrivateBanking #Investments #FinanceEvents #Networking #Innovation

The landscape of investing is evolving, and it's time for regular investors to seize new opportunities. Don't let the lack of familiarity hold you back! Dive into the world of alternative assets and discover their potential for diversification and long-term growth: https://lnkd.in/dFPscP56. CAIA Association franklintempleton John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP William J. Kelly, CAIA Ivana Djokovic Wendling Dave Donahoo, CFA Matthew Brancato, AAMS ® Julia Giordano, RMA® #alternativeinvestments #assetallocation #privateequity

Get the latest insights on European private equity from Elias Korosis (Corossis), Global Investment Partner at Federated Hermes Private Equity and Vice-chair, LP Council & Chair-Elect at Invest Europe ⤵️ His article, "European private equity: data leads the way," explores the findings of the newly released Invest Europe ‘Performance of European Private Equity Benchmark’ report. Key takeaways ⤵️ 🔹 Net IRRs for growth/buyouts range from mid- to high-teens, with venture capital ranging from low-teens to twenties. 🔹 European PE exhibits strong money multiple returns, with buyouts achieving a 1.7x TVPI multiple compared to a 1.25x public market equivalent for MSCI Europe and a 1.5x for even the top listed comparators. 🔹 New performance analysis of the infrastructure sector shows promising results, crucial for the climate transition journey.   These insights are invaluable for asset allocation decisions, particularly during stock market rallies. Let's take a data-driven approach to global asset allocation and recognise the substantial value creation in European private equity.   Read the full article ➡️ https://lnkd.in/eHnPzbKD   #PrivateEquity #VentureCapital #infrastructure #PrivateEquityPerformance

After Carmignac won the Best Sustainable European Fund in 2023*, we are very pleased to be nominated again for the Sustainable Investment Awards hosted by Investment Week. Carmignac is nominated in 2 categories this year for our OEIC Funds – Best Sustainable Emerging Markets Fund and Best Sustainable European Equity Fund. Good luck to our portfolio managers Haiyan LI-LABBE Xavier Hovasse Mark Denham and and their teams. Read more about the awards and methodology here: https://okt.to/Id1Ti3 *Best Sustainable European Fund in 2023: https://okt.to/EvhHQD The reference to a ranking or an award is no guarantee of the future results of the UCITS or the manager. #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest

Partner Insight: New global equity opportunities amidst changing economic regimes The importance of portfolio diversification is a well-known path for those investing in equities, but how can this be achieved in the current market cycle? Investment Week and Professional Adviser’s Global Equities hub will be updated with new articles each month to explore the opportunities, challenges, outlook for the sector as we approach 2025. Explore the Global Equities hub in full here. In association with Allianz Global Investors, Artemis Investment Management, Guinness Global Investors , Schroders https://incm.pub/4hqsGOK

📆 [#AmundiWIF] The day has come and the Amundi World Investment Forum has started with the opening speech of the CEO, Valérie Baudson. Hundreds of people are attending the two days event devoted to understanding the trends and the forces that are moving the world of today and tomorrow. Stay tuned! #assetmanagement #investments

We delved into whether Private Credit is in a bubble, with diverse views on the sustainability and risks of this investment trend. Experts also explored strategies for navigating market volatility within hedge funds, revealing adaptive approaches to maximize returns in uncertain times. The forum featured emerging trends in private equity, uncovering new opportunities in the current economic landscape, and innovative approaches to real asset investing, emphasizing cutting-edge strategies in infrastructure and real estate. Organized in collaboration with CFA Society Chicago, CAIA Association, and Markets Group, ALTSCHI provided attendees with exclusive access to top industry experts, gaining valuable insights and practical advice on the future of alternative investments. Watch more: https://hubs.li/Q02KKMbm0 #marketsgroupnews