Using quantitative, statistical and systematic processes to extract profits from up or down markets
Faheem Osman from Macquarie Bank speaks with @moritzseibert about the bank’s growing Quantitative Investment Strategies business and how their rules-based indices can help investors to access various risk premium strategies across asset classes efficiently. Tune in!
Diversification helps manage risk. A well-balanced portfolio contains a mix of equities, bonds, and other assets. Making the most of alternative investment opportunities, such as real estate or private equity can help variegate - but ensure you've done the research to make a well-advised decision. #investmentplanning #wealthmanagement #financialplanning
To incorporate alternatives into an existing traditional 60/40 portfolio, we at KKR believe it is important to thoughtfully reduce allocations to equities and fixed income in a manner consistent with portfolio objectives. Paula Campbell Roberts has included an analysis to show how incorporating Private Credit and Private Infrastructure in a portfolio may provide downside protection and enhance inflation hedging benefits. For more on how shifting asset class exposure can help meet other objectives, download highlights from the latest Global Wealth Investment Playbook at the link below.
To incorporate alternatives into an existing traditional 60/40 portfolio, we at KKR believe it is important to thoughtfully reduce allocations to equities and fixed income in a manner consistent with portfolio objectives. Paula Campbell Roberts has included an analysis to show how incorporating Private Credit and Private Infrastructure in a portfolio may provide downside protection and enhance inflation hedging benefits. For more on how shifting asset class exposure can help meet other objectives, download highlights from the latest Global Wealth Investment Playbook at the link below.
There are a wide range of challenges and opportunities facing institutional asset owners, from geopolitical tensions and macroeconomic headwinds to the energy transition and so much more. A full room of allocators on the final day of the European Investment Roundtable Spring shared insights and views on all these issues. #institutionalinvestor #capitalgroup #DEShaw #msci #morganstanley #oaktree #hiscox #nordea #Starmountaincapital
Hellenic Bank’s Wealth & Investment Services hosted a client appreciation event, where they shared their analysis on the new macro-environment along with investment opportunities. Our team and Allianz Global Investors, Schroders and Pimco, discussed the latest trends and provided valuable insights aimed at empowering clients to effectively navigate the financial sector’s ever-evolving landscape. https://lnkd.in/e3qZsiQH #HellenicBankWealth #WealthManagement #FinancialInsights
Why are institutional investors taking a closer look at investment grade private credit in today’s environment? Read more about the potential risk–return benefits of the asset class in our Q4 2023 investment grade private credit update: https://ow.ly/KHaw50QCShA #investmentgradeprivatecredit #assetmanagement
Head of Institutional Business and President, SLC Management Canada | Partnering with institutional investors across the globe – investing for them and alongside them
Check out our Q4 2023 investment grade private credit update for market updates, outlook for the asset class and why it might be getting more attention from the institutional space.
Why are institutional investors taking a closer look at investment grade private credit in today’s environment? Read more about the potential risk–return benefits of the asset class in our Q4 2023 investment grade private credit update: https://ow.ly/KHaw50QCShA #investmentgradeprivatecredit #assetmanagement
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
To incorporate alternatives into an existing traditional 60/40 portfolio, we at KKR believe it is important to thoughtfully reduce allocations to equities and fixed income in a manner consistent with portfolio objectives. Paula Campbell Roberts has included an analysis to show how incorporating Private Credit and Private Infrastructure in a portfolio may provide downside protection and enhance inflation hedging benefits. For more on how shifting asset class exposure can help meet other objectives, download highlights from the latest Global Wealth Investment Playbook at the link below.
