Neuberger Berman’s Post

Join us for a captivating keynote session on the Shift in Investment Thesis with Michael Eakins, Chief Investment Officer of Phoenix Group, at Europe’s largest insurtech conference! Michael spearheads the development and delivery of Group asset management and investment strategy at Phoenix Group, the UK's largest long-term savings and retirement organization. With a focus on managing asset risk and driving sustainable investing initiatives, Michael plays a crucial role in maximizing long-term investment performance. In his keynote session, Michael will delve into the evolving landscape of investment thesis, exploring the factors driving change and the strategies insurers can adopt to navigate this shift effectively. Drawing from his extensive experience, Michael will provide valuable insights into the future of investment strategies in the insurance industry. Don't miss this opportunity to gain valuable insights from Michael Eakins on the evolving dynamics of investment thesis. Secure your spot now for Insurtech Insights Europe 2024! Learn more and register for the conference here: https://lnkd.in/gnvvek7 #ITIEU24 #InsurtechInsights #Insurance #Insurtech #Investment #SustainableInvesting

We are excited to announce the launch of our Zurich Investment Society, a dynamic movement for passionate investors, finance enthusiasts and industry experts. The purpose is clear: To foster a vibrant community of individuals who share a common passion for investing and finance. I believe that when like-minded individuals come together to learn, collaborate and exchange ideas, remarkable things happen. 💡 Why Zurich Investment Society? In a rapidly evolving financial landscape, staying ahead of the curve is essential. I'm creating this community as a hub for knowledge seekers, investors and industry professionals to: ✨ Inspire: Encourage innovative thinking and explore new investment opportunities. 🤝 Connect: Build connections and networks that span the globe, facilitating diverse perspectives. 🌐 Learn: Access valuable insights and knowledge from industry experts and peers. 🚀 Empower: Enable our members to make smart financial decisions and achieve their investment goals. Our initial event is just around the corner, where we will come together to kickstart this journey. Stay tuned for more details, as I'll soon reveal the date, location and agenda. Thank you for already being part of it from the very beginning, your support is much appreciated! - #ZurichInvestmentSociety #FinanceCommunity #InvestmentPassion #ComingSoon #Finance #Investments #Events2

Over 75% of investment trusts in the Association of Investment Companies alternative space show negative premium/discount shifts 📉 🔹 Investment Week research reveals that in H1, more than three-quarters of investment trusts in the Association of Investment Companies (AIC) alternatives sector saw a negative change in their premium/discount values. 🔹 Out of 140 portfolios, 101 recorded a negative percentage point shift in their market value to net asset value. 🔹 Notable sectors with positive changes were IT Insurance & Reinsurance Strategies and IT Private Equity. What are your thoughts on this trend in investment trusts' premiums and discounts? Share your thoughts. 👉 Find this article on our website here: http://ow.ly/ozaE104QGVq #investmenttrusts #markettrends #privateequity #privateequityfunds #investmentnews #investmentstrategy #investmentweek

It was a pleasure to moderate the panel on Alternative Investments for Private Investors at today's Markets Group event in Zurich! The panelists shared invaluable insights into the vast opportunities within Alternative Investments, including hedge funds as well as the growing breadth of private market investments for private investors. During the discussion, we have also looked into the challenges faced by private investors and how to best overcome them. Recognizing the gaps between clients' and wealth managers' ambition levels and their effective allocations, we explored strategies to bridge these divides. Looking ahead, there is a strong consensus that private markets and hedge funds will play a pivotal role in private investors investment strategy. These asset classes are expected to witness sustained demand in the future. To facilitate their growth, key enablers will be more suitable investment structures for private investors, higher transparency, simplification of investment processes, and enhanced education for clients and sales staff. Overall, the panel discussion shed light on the significance of Alternative Investments and emphasized the importance of addressing the challenges faced by private investors to enable them to benefit from broader diversification and attractive returns. Dr. Andreas A. Bickel, CEFA Miguel Tiedra, CFA, FRM, CESGA Lars Fahnenbrock Dr. Anja Hochberg Christian Zulliger Michael Elio #AlternativeInvestments #PrivateEquity #PrivateMarkets #HedgeFunds Mercer - Investments Mercer Switzerland

Check out the highlights recap from our latest UK Investment Conference. It was great to have clients come together to hear our colleagues and guest speakers discuss a range of topics covering their outlooks for the months ahead. #JHI #JanusHenderson #BrighterFutureTogether #JHInsights #AssetManagement #Equities #FixedIncome #Thematics #Alternatives #Events #ClientsComeFirst #EMEA #APAC #LatAm #MarketingCommunication For professionals only. Capital at risk.

Capital Preservation With a GIC, your initial investment is protected. This means that no matter what happens in the market, you won’t lose your principal amount. Steady, Predictable Returns Unlike other investment options, GICs provide predictable returns, ensuring that you can rely on a steady income stream or capital growth. Explore the benefits of Guaranteed Return Insurance at https://lnkd.in/g59_KEaV #GIC #GuaranteedReturn #SecureInvestment #LowRisk #FinancialGoals #FamilyFinancialPlanning #ChildSavingsPlan

Check out the highlights recap from our latest UK Investment Conference. It was great to have clients come together to hear our colleagues and guest speakers discuss a range of topics covering their outlooks for the months ahead. #JHI #JanusHenderson #BrighterFutureTogether #JHInsights #AssetManagement #Equities #FixedIncome #Thematics #Alternatives #Events #ClientsComeFirst #EMEA #APAC #LatAm #MarketingCommunication For professionals only. Capital at risk.

Private Equity’s influence is greater than it has ever been. Doesn’t matter how obscure the industry or company may seem, PE investment sees opportunities and is ready to act on them. This visual, courtesy of WEF, provides a glimpse into just how significant the wave of private equity is. Even with the resistance that PE is being met with, I believe we can expect it to continue on an upward trajectory. #PrivateEquity #Investment

Investment Research Review: A Resurgence of UK SMID? Following Rachel Kent’s investment research review, there are positive signs that a reinvigorated UK SMID market is on the way. David Enticknap, Head of II Research, explores the implications and how voting in this sector may be given a boost not seen in many years... https://lnkd.in/esw6zJRe #uksmid #equities #extel #midcap #smallcap #institutionalinvestor

https://lnkd.in/grGy27_d In the competitive landscape of wealth management, Registered Investment Advisors (RIAs) are increasingly focusing on strategies to attract and retain high-net-worth (HNW) clients. This demographic, with its complex financial needs and preference for personalized services, presents both a significant opportunity and a challenge for any #RIA aiming to grow their assets under management (AUM) and enhance their service offerings.