MPC Capital AG’s Post

📰 Our free Capital Market Insight newsletter provides insights into current developments on the #capitalmarkets. Sneak preview of the upcoming issue, which is to come out next week: 🎉Registration for the #DeutschesEigenkapitalforum now open for issuers ✨Save the date: stocks & standards-Workshop on 16 April 🔔Bell Ringing events and jubilees 🏆Changes in the MDAX, SDAX and TecDAX indices 🔸 Scale market report Our #CapitalMarketInsight newsletter is published four times a year (German only). Register now and never miss a capital market update again.

New article published today on ETFMandate: https://wp.me/p2UvlS-mc with my latest view and personal opinion about the markets and opportunities arising. In addition, find my Investment Calls made on the Nasdaq during the last year. #timingiskey #invesmentcall #nasdaq #sentiment #fear #volatility #uncertainty #money #investing #buyingopportunity #rebound #portfolio #etf #etfmandate #techstocks #myportfolio #investmentexpertise #independent #dynamic #transparent ETFMandate by IDT Wealth Advisory AG Independent - Dynamic - Transparent

📑 𝐇𝐨𝐰 𝐋𝐏𝐬 𝐚𝐫𝐞 𝐧𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬   The challenging economic environment and tight debt markets have put pressure on institutional investor’s portfolios. In an article published by Fundview, Hans-Christian Moritz shares his view on the implications for #PrivateEquity.   💸 Many LPs, especially those invested in large-cap funds, where IPOs are a more common exit channel, have recently seen 𝐟𝐞𝐰𝐞𝐫 𝐫𝐞𝐭𝐮𝐫𝐧𝐬 𝐟𝐫𝐨𝐦 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐬𝐚𝐥𝐞𝐬. This shortfall in liquidity is now being felt in a number of areas, including new commitments to the asset class.   💡 At the same time, 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐢𝐧 #PrivateEquity 𝐫𝐞𝐦𝐚𝐢𝐧𝐬 𝐬𝐭𝐫𝐨𝐧𝐠. Historically, economic crises and their aftermath have proven to strong vintages, especially for managers with a strong track record of operational value creation.   🚀 Deal activity is likely to pick up as markets stabilize and debt financing conditions improve. We may then even see a reverse denominator effect in institutional portfolios, leading to an under-allocation to private equity. This should further 𝐢𝐧𝐭𝐞𝐧𝐬𝐢𝐟𝐲 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐭𝐨𝐩-𝐪𝐮𝐚𝐫𝐭𝐢𝐥𝐞 𝐟𝐮𝐧𝐝𝐬.   Christian also delves into the structural characteristics of the Lower #MidMarket, which provides PE managers with more exit options. As a result, 𝐝𝐞𝐚𝐥 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐚𝐧𝐝 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬 𝐭𝐞𝐧𝐝 𝐭𝐨 𝐛𝐞 𝐦𝐨𝐫𝐞 𝐬𝐭𝐚𝐛𝐥𝐞 than in the large cap space, even in the midst of macroeconomic challenges.   💬 "We are also seeing this in our own fund-of-funds programs. The number of exits has remained stable year-on-year, while the invested capital across all corporate sales of our partners 𝐡𝐚𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐭𝐫𝐢𝐩𝐥𝐞𝐝 since the beginning of the year."   Read the full article in German here: https://lnkd.in/g8wejnu8   #CapitalWithCharacter

As a cash market operator, we enable companies to finance their activities via #CapitalMarkets and institutional investors to participate in the growth of companies. But what about private #investors? This topic covered Eric Leupold in today’s Börsen-Zeitung. In his article, he outlines how we are building up a more attractive capital market for retail investors within Germany. As the largest ETF exchange in Europe, we offer private investors a broad range of #ETFs with free savings plans on Xetra Trading. At the same time, our #OpeningBells, participation in #IPOs and the Deutsche Börse Visitor’s Centre are part of our commitment to attract more private investors, who are interested in the capital market and shares. Interested in the read? Find the German op-ed here: https://bit.ly/3v5Il2n

An example of what can go wrong in Corporate Hybrid bond debt, unfortunately a Swiss one. There are simple rules to minimize this risk: - invest only in IG rated issuers at the senior level - favour bonds rated by S&P, which has the most protective methodology - be careful with hybrid issued to fund agressive and transformative external growth. https://lnkd.in/ecK6vMbj

Did you visit the new website of Format Vermögen & Anlagen already? In German: https://lnkd.in/erg8x_cr In English: https://lnkd.in/e_pPbVD7 @asset management @investments @equity

David Driscoll, president and CEO of Liberty International Investment Management Inc., shares his strategic stock picks and insights for July 2024 on BNN Bloomberg's Market Call. Here’s a look at the highlighted companies: 📈 ZEISS Medical Technology (AFX): This company focuses on ophthalmic devices and microsurgery equipment, showing strong financials and growth potential. 📈 Enghouse Systems (ENGH): A software firm that has transitioned to a SaaS model, improving its margins and profits significantly, with a notable increase in dividends. 📈 Spectris plc (SXS): Specializing in precision measurement equipment, Spectris plc demonstrates resilience and a strong financial outlook. NVIDIA is also mentioned as a cautionary example of tech stock volatility. Stay informed and make strategic decisions with these insights from one of the industry’s leading experts. #Investing #StockMarket #TopPicks https://lnkd.in/gFT2zaAU

𝐍𝐨 𝐒𝐮𝐦𝐦𝐞𝐫 𝐇𝐨𝐥𝐢𝐝𝐚𝐲 𝐟𝐨𝐫 𝐌𝐚𝐫𝐤𝐞𝐭 𝐕𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 ❌🌴 Since the early days of the pandemic, we hadn't witnessed such a strong market correction. So thank you to ntv Telebörse & DWS Group for inviting me to discuss the current sentiment within our community at getquin during these unpredictable times. It was also great to hear Johanna Goeckel insights on how the week had been at Xtrackers. Here are the main points from our discussion: - 𝐎𝐩𝐩𝐨𝐬𝐢𝐧𝐠 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐫𝐞𝐚𝐜𝐭𝐢𝐨𝐧𝐬: The clash between "should have sold" and "buy-the-dip" approaches was evident, with the latter clearly driving a strong close on Friday. - 𝐌𝐢𝐧𝐢𝐦𝐚𝐥 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐫𝐞𝐛𝐚𝐥𝐚𝐧𝐜𝐢𝐧𝐠: Despite the volatility, many are increasing their positions in stocks and ETFs, showing confidence in future growth potential. - 𝐒𝐚𝐯𝐢𝐧𝐠𝐬 𝐩𝐥𝐚𝐧𝐬 𝐫𝐞𝐦𝐚𝐢𝐧 𝐩𝐨𝐩𝐮𝐥𝐚𝐫: ETF savings plans kept being executed and some even increased their monthly share, underlying the importance of the dollar-cost averaging strategy. - 𝐄𝐯𝐞𝐫 𝐞𝐯𝐨𝐥𝐯𝐢𝐧𝐠 𝐫𝐨𝐥𝐞 𝐨𝐟 𝐄𝐓𝐅𝐬: Their use is being increasingly complemented from a purely de-risking tool to a vehicle for capitalising on market opportunities. This is underlined by strong inflows seen in thematic topics. The recent market movements though serve as a crucial reminder: 𝐭𝐢𝐦𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐛𝐞𝐚𝐭𝐬 𝐭𝐢𝐦𝐢𝐧𝐠 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭. So it's always good to keep an eye on your portfolio and ensure it can weather strong corrections. Check out the full interview below 👇 https://lnkd.in/eZPTQR6k #markets #etf #stocks

Exciting news: Our Timeless savings plan has been featured in FOCUS MONEY! ✨ 💡 Have you discovered our savings plan yet? Regularly selecting promising art investments requires time and expertise. The savings plan automatically invests in some of the rarest artworks 🎨  for you, according to your needs. ➡ https://lnkd.in/egp897S3

Optimistic Predictions for Investors in 2024 ⬇ Optimistische Aussichten für Investoren im kommenden Jahr ⬇ #finance #finanzen #trading #currency #aktien #investieren #investors