Eric Charron (Eric C.), Head of Trading – Global Fixed Income, recently spoke on a panel at Fixed Income Leaders Connect alongside Robert Fink, Coalition Greenwich (a division of CRISIL), and Tim Gigliotti, Nuveen, a TIAA company. The group discussed improving data aggregation and infrastructure to better support traders and improve performance. Eric’s perspective on the event? “The conference really showcased the challenges facing the evolution of the buy side trading desk and the importance of pre and post trade information. It was great to hear insights from industry peers about challenges they’re facing as well.” #FILS Fixed Income Leaders Summit
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Join #LSEG’s roundtable session with senior investment professionals representing LSEG Banking & Trading, FTSE Russell and LSEG Pricing as they participate in a lively discussion with other industry experts to assess and evaluate the newest data analytics initiatives and their impact on best-execution mandates. Learn more: https://ow.ly/R6uA50S7L9j #DataAnalytics #Indices #Markets #FixedIncome #FTSERussell Marina Mets, CPA CMA, Fixed Income Leaders Summit
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The Liontrust Multi-Asset team is still optimistic about equities after the volatility in global markets over the past month. In this issue of Liontrust Views, we analyse emerging markets – an area favoured by the Multi-Asset team – what falling interest rates mean for investors and why precious metals could offer potential for growth. Read more: https://ow.ly/UETh50T0YzK Capital at risk. This should not be construed as investment advice. #EmergingMarkets #LiontrustMultiAsset #PreciousMetals #Investing
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Global Macro | Investment Strategist at Conseq Investment Management | Head of Research at Prague Finance Institute
Global equity risk premium is currently extremely low at just 1.8% which means that equities are the most expensive on the relative basis vis-à-vis bonds since 2007. This very significant equities overvaluation is in our opinion driven by extreme overvaluation of US equities (S&P 500 forward P/E 22x, Bloomberg Magnificent Seven forward P/E 35x and NASDAQ forward P/E 36x) which have approximately 2/3 weight in the broadest global equity index MSCI All Country World. That is why we maintain US equities underweight vis-à-vis emerging markets overweight (MSCI Emerging Markets forward P/E 13x).
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Fixed income investors should consider emerging market (EM) bonds for their potential outperformance compared to stocks. A 30-year analysis reveals that EM bonds have triumphed over stocks, with a limited impact from a strong dollar. The Vanguard Emerging Markets Government Bond ETF (VWOB) offers broad exposure to EM debt, appealing to yield seekers with a 6.81% 30-day SEC yield and diversified holdings.</div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/gyvUfju2
An ETF to Ponder as History Supports Emerging Market Bonds
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SCA Certified - Wealth Management, Investment Advice, Retirement Planning, Personal Finance, Goals Based Investing
Tech valuations are far too expensive from an earnings multiple perspective. There are far more meaningful opportunities in high grade long duration bonds and emerging markets equity - that's what I'll be adding to my portfolio over the coming months.
Global Macro | Investment Strategist at Conseq Investment Management | Head of Research at Prague Finance Institute
Global equity risk premium is currently extremely low at just 1.8% which means that equities are the most expensive on the relative basis vis-à-vis bonds since 2007. This very significant equities overvaluation is in our opinion driven by extreme overvaluation of US equities (S&P 500 forward P/E 22x, Bloomberg Magnificent Seven forward P/E 35x and NASDAQ forward P/E 36x) which have approximately 2/3 weight in the broadest global equity index MSCI All Country World. That is why we maintain US equities underweight vis-à-vis emerging markets overweight (MSCI Emerging Markets forward P/E 13x).
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𝟯 𝗪𝗮𝘆𝘀 𝘁𝗼 𝗜𝗻𝘃𝗲𝘀𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗗𝗼𝘄 𝗝𝗼𝗻𝗲𝘀 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝗔𝘃𝗲𝗿𝗮𝗴𝗲 𝘄𝗶𝘁𝗵 𝗘𝗧𝗙𝘀 Despite its venerable age, the Dow Jones Industrial Average (DJIA) remains a cornerstone of financial market benchmarks, frequently cited alongside the S&P 500 and Nasdaq-100 as a measure of U.S. market performance. Tony, our lead analyst, lists 3 ways you can invest in the DJIA with #ETFs
3 Ways to Invest in the Dow Jones Industrial Average with ETFs
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While the sustained underperformance of the emerging markets asset class over the last several years has left investors wondering if and how EM fits into their asset allocation, we believe previous headwinds are now reversing course. Explore our suite of insights to learn more about the upside potential for EM and why it may be time to make a strategic, long-term allocation to emerging markets debt. https://lnkd.in/e_bSjvZD #EMD #EmergingMarketsRevival
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Ross Cameron, Portfolio Manager from our Global Emerging Markets Equities specialist investment partner, Northcape Capital says EM equities valuations are compelling and as one of the biggest drivers of investment returns over the long term, currently too difficult to ignore. Click below to view Ross’s outlook for the asset class and where the team are finding opportunities in a volatile market. Emerging Markets Equities Outlook – https://lnkd.in/gzknUsfJ #equities #emergingmarkets #marketoutlook
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Diversification in a private equity portfolio isn’t just about spreading risk; it’s about strategically positioning for growth across various sectors and geographies. A diversified portfolio can weather market fluctuations and provide more stable returns. How do you approach diversification in your portfolio? What sectors are you focusing on? 🌐 #PrivateEquity #PortfolioDiversification #RiskManagement
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In 2023, we saw a strong dollar, tight liquidity, some weakness in commodities, and resilience in many of the core emerging markets. In our view, this could be a sign of the growth in the asset class and how it's becoming a much more mainstream asset class for investors. Hear more from Portfolio Manager Elisabeth Colleran below, or click here to discover 2024 outlooks from more of our investment experts: https://lnkd.in/exqaFFrV #EmergingMarkets #Outlook
Thank you for joining us, Eric. Great to hear you found the event insightful and we look forward to seeing you at the next edition!