Great to see #MorningstarIndexes ringing the closing bell at Cboe Global Markets yesterday! Excited to continue the celebration at #MICUS!
We were excited to have Morningstar stop by our #trading floor while hosting their Morningstar Investment Conference (#MICUS) in Chicago. Did you know you can get real-time values of #MorningstarIndexes on our Cboe Global Indices Feed? Check out the full index list: https://bit.ly/3K21neq
🔹 Investors are missing out on more than two thirds of total returns in thematic funds due to "poor timing" in their buying and selling of the products, according to Morningstar research. 🔗 Get the full scoop on Investment Week here: http://ow.ly/RIwq1051YTx #investmentweek #funds #etf #investment
FTSE Russell's Global Head of Investment Research, Indrani De, CFA, PRM will be hosting a roundtable discussion, highlighting key investment themes including the macro influences, drivers across asset classes, portfolio construction issues and more. Contact your FTSE Russell representative if you are interested in this invitation-only event. #investing #fixedincome #equities #index #ftserussell #ftse #multiasset #financialmarkets #assetallocation #crossasset
Portfolio Manager David Seager, CFA recently caught up with Klaus Ingemann, CIO of the AB Global Equities Fund, to get an update on the portfolio and global markets. Through firms like AB, Elston is able to achieve exposure to overseas investment opportunities, so it’s always good to get their perspective on global trends and to understand how they believe portfolios should be positioned for the future. #assetmanagement #investment #portfolio
Dive into the evolving world of secondary market investing! With North American private equity (PE) AUM nearing $3.5 trillion, secondaries offer a unique entry point to the market. Learn more in our new whitepaper: https://bit.ly/4bfQ91j
Practical Applications of The Golden Rule of Investing: https://lnkd.in/e6FngpRj By: Pim van Vliet, PhD & Harald Lohre In The Golden Rule of Investing, from the Winter 2024 issue of the Journal of Alternative Investments, authors Pim van Vliet and Harald Lohre of Robeco find that a portfolio consisting of 45% low-volatility equities, 45% bonds, and 10% gold offers the best protection against downside volatility over a time horizon of one year. They dub such an allocation the “defensive mix.” Either gold or low-volatility equities by themselves can somewhat mitigate downside volatility, but the combination of the two is stronger than either alone. Read the full practical application report at Portfolio Management Research. #PortfolioManagement #CapitalPreservation #FinancialPlanning #MarketInsights #InvestmentStrategy
Excited to share an insightful piece by Pim van Vliet, PhD and Harald Lohre from the Winter 2024 issue of The Journal of Alternative Investments! Get in touch if you want to know more... ✍ #PortfolioManagement #PMR #Investment #Marketstrategy #Research #Alternative #Robeco
Practical Applications of The Golden Rule of Investing: https://lnkd.in/e6FngpRj By: Pim van Vliet, PhD & Harald Lohre In The Golden Rule of Investing, from the Winter 2024 issue of the Journal of Alternative Investments, authors Pim van Vliet and Harald Lohre of Robeco find that a portfolio consisting of 45% low-volatility equities, 45% bonds, and 10% gold offers the best protection against downside volatility over a time horizon of one year. They dub such an allocation the “defensive mix.” Either gold or low-volatility equities by themselves can somewhat mitigate downside volatility, but the combination of the two is stronger than either alone. Read the full practical application report at Portfolio Management Research. #PortfolioManagement #CapitalPreservation #FinancialPlanning #MarketInsights #InvestmentStrategy
In times of earnings uncertainty, downside protection is key. In this paper we investigate the benefits of allocating to equity long-short strategies and the various types of short positions utilised by fund managers.
Our Investment Funds Research team explores the case for long-short funds, one of the few strategies that preserved capital (if not grew capital) over 2022 in what was a difficult year for equities. The paper describes the various methods adopted by fund managers to short sell equities and the different types of long-short funds available on the JBWere High Conviction List. Read more: https://lnkd.in/gh_adf4y
{Prof Invest only} Only 6% of US funds outperformed the S&P 500 index over 10 years (risk-adjusted performance) 5 Tips For US Equity Investors 5 things you may not know about US equities by Ossiam. #MarketingCommunication | Capital at Risk
Mutual Fund Marks (MFMs) are the valuations that institutional #investors are putting on the private companies that they hold in their portfolios. In new our quarterly Investment Outlook, Forge takes a look at MFM valuation trends relative to secondary market trading. Since many of these mutual funds are managed by some of the world's largest institutions, their insight and their valuations can be used as a key component in understanding how the private market is doing today. Check out our Q3 Investment Outlook at https://buff.ly/3Yxahqw #ForgeGlobal #privatemarkets #secondarymarket #mutualfundmarks #data
For thematic ETF investors in particular, it's worth adopting a 'wait and watch' strategy and avoiding letting the fear of missing out drive your decisions. Find out why… Read our latest article at https://lnkd.in/g7MWCu_7 #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia
