Main Street Capital Corporation’s Post

WFII : Investment Strategy June 24, 2025 Edition - Top 5 portfolio ideas for the next 18 months - Equities: 2024 Earnings Growth; Trimming Gains in Tech & Comm - Fixed Income: Upgrading subsectors - Real Assets: Copper prices retreat on China worries - Alt.: The office sector and the work from home trend - Tactical Guidance #TechGains #ResidentialMortgageBackedSecurities #CopperPrices #AgingOfficeSpace #WFII #ShockleyTeam #InvestmentStrategy

Missed the 2024 Allan Gray & Orbis Investment Forum? We recently hosted our annual investments forum, where Allan Gray Australia CIO, Simon Mawhinney, discussed our performance and portfolio positioning. During this session, he covered: - Our recent buying and selling activities - Market sectors trading at a discount - A stock we've recently added to our portfolio Watch the full recording here: https://lnkd.in/gqpiipNY #AllanGray #Orbis #contrarian #investing #InvestmentForum

Are you underperforming your investments? A Morningstar study reveals most investors earn 1.67% less annually than the funds they invest in! That gap could cost you nearly 40% of your potential returns. 📉 Why? Constant trading and market timing don’t pay off. Less is more with investing! Find out why sticking with your investments might be the best strategy in our latest blog below. #InvestingSmart #FinancialFreedom #InvestmentTips #StayTheCourse #InvestWisely https://lnkd.in/eCS74Y5h

We’ve explored the history of #investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices.   By applying these logistics, you are much better positioned to let capital markets work their wonders on your investments. But there are two more essentials that can make or break even the most sensible portfolio, and neither of them are about market dynamics. They’re about you.   Once you’ve structured your investments to capture available, risk-adjusted market returns, you’ll need to stay on track as planned.  This calls for channeling your ability to be patient, and for ensuring your personal goals—rather than shifting market conditions—are driving your ongoing decisions.     Read more here. https://buff.ly/3IAT2yp  #financialplanning #Denver

The old model of investing is broken! As Wellington Management celebrates the 10-year anniversary in our Switzerland office, we believe our active investment-led approach to investing will help investors navigate the next 10-years as we enter the new economic era. Find out more here: https://lnkd.in/egdaCUVF #neweconomicera #economiccycle #wellington For professional investors only. Capital at risk.

This article from my partner, Cory Markling, is worth a read. Private equity is adapting amid market uncertainty and higher rates, but there are promising opportunities for buyers with access to capital. EisnerAmper's latest outlook examines emerging themes influencing deal activity, returns, valuations, and stakeholder interest. More here: https://okt.to/KuFhH1

We’ve explored the history of #investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices.   By applying these logistics, you are much better positioned to let capital markets work their wonders on your investments. But there are two more essentials that can make or break even the most sensible portfolio, and neither of them are about market dynamics. They’re about you.   Once you’ve structured your investments to capture available, risk-adjusted market returns, you’ll need to stay on track as planned.  This calls for channeling your ability to be patient, and for ensuring your personal goals—rather than shifting market conditions—are driving your ongoing decisions.     Read more here. https://buff.ly/3IAT2yp  #financialplanning #Denver

Depressed REIT valuations set the stage for a surge in M&A activity. Check out PGIM Real Estate’s 2024 investment theme to learn how industry consolidation could fuel investment opportunities as it influences pricing.

Depressed REIT valuations set the stage for a surge in M&A activity. Check out PGIM Real Estate’s 2024 investment theme to learn how industry consolidation could fuel investment opportunities as it influences pricing.

📈 The key to successful investing? Adaptability. Learn how being an accommodating investor allows you to make smart decisions, even when the market seems unpredictable. 🔗 Read the article: https://bit.ly/4gkVHKV #InvestmentStrategy #FinancialPlanning #Exencial