Viewpoint Investment Partners' CIO, Scott Smith, CFA, spoke with Richardson Wealth's Francis Sabourin, BA, Pl. Fin., RIS, and they covered: * The current stage of the economic cycle and the outlook for commodities in the near term, and as part of a multi-decade super-cycle * How the risk profile of the traditional 60/40 portfolio is changing * How commodities can protect portfolios when correlations between equities and bonds turn positive The playback is now available on the CAASA - Canadian Association of Alternative Strategies & Assets website. Their conversation distilled the great amount of information currently available about commodities. Please check it out!
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Although many investors assume that inflationary risks has been largely contained, the CIO of Viewpoint Investment Partners Scott Smith, CFA will provide some food for thought as to why an allocation to a diversified commodities strategy continues to make sense. This CAASA - Canadian Association of Alternative Strategies & Assets podcast with Francis Sabourin, BA, Pl. Fin., RIS will be well worth the listen. #inflation #commodities #diversification #riskmanagement
Two weeks until our CIO Scott Smith, CFA appears on The Francis Sabourin Hour! Thursday March 14 from 12:00-1:00PM MT. Scott and Francis Sabourin, BA, Pl. Fin., RIS will discuss how the traditional 60/40 portfolio’s risk profile is changing, the outlook for commodities, and how they can benefit portfolios especially when the link between equities and bonds is positive. Follow the link below for more information and to sign up for free! https://lnkd.in/g2VGEmzy
Francis Sabourin Hour: Featuring Viewpoint Investment Partners - CAASA
caasa.ca
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Had a great time chatting with Francis Sabourin, BA, Pl. Fin., RIS a few weeks ago on the Francis Sabourin Hour hosted by CAASA - Canadian Association of Alternative Strategies & Assets. We covered all things commodities, ranging from where we are in the current commodity supercycle (spoiler - at Viewpoint Investment Partners we think its early innings), how commodities can help to fortify investment portfolios as correlations between stocks and bonds turn positive, and how careful craftsmanship of a commodity futures portfolio is required when looking to harvest an inflation risk premium. Check out the replay below and thanks again to Francis and CAASA for hosting! #commodities #investmentmanagement #supplychains #inflation #monetarypolicy https://lnkd.in/gXZUFAFa
Francis Sabourin Hour: Featuring Viewpoint Investment Partners - CAASA
caasa.ca
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Portfolio Manager Samir Taghiyev, CFA emphasizes the significance of due diligence and staying true to our investment process and philosophy. Watch the full conversation here: https://ow.ly/vezE50RwgCk
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In this video, Neil Birrell, Chair of the Premier Portfolio Management Service Investment Committee, gives a macroeconomic update, discusses what could be in store over the coming months and provides an update on the Premier Portfolio Management Service. For investment professionals only. Capital at risk. #talkingmarkets #macroeconomic
Premier Portfolio Management Service – Q1 2024 update
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Asset Strategy's Weekly Market Minute 5-6-24 🌐 🕐 'Have Interest Rates Peaked?' 🔎 In two minutes or less, we discuss what's affecting last week's market performance. Hosted by certified investment management analyst and Asset Strategy Director of Research Rosario "Sal" Salamone, CIMA®. YouTube link to this video: ⏩ https://lnkd.in/eHunU__u Asset Strategy #Finance #InterestRates #EconomicData
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For professional investors only. What's driving global bond markets and what are the investment implications? Read the May issue of Bonds in Brief for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets.
Bonds in Brief: making sense of the macro — May issue
wellington.com
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For professional investors only. What's driving global bond markets and what are the investment implications? Read the May issue of Bonds in Brief for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets.
Bonds in Brief: making sense of the macro — May issue
wellington.com
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Capital Market Analyst | Equity Derivatives | Technical Analysis | Futures & Options | Finance Enthusiast | Accounting |
Enhancing My Investment Expertise! 📈 I'm excited to share that I recently had the opportunity to attend an insightful webinar on 'Investing in the Secondary Market', organized by the National Institute of Securities Markets (NISM) During the session, I had the privilege of learning from top industry experts, gaining deeper insights into key areas such as market trends 📊, conducting thorough due diligence 🧐, and portfolio optimization 💼. It was a fantastic experience to enhance my understanding of how the secondary market operates and the strategies that can be applied to make informed investment decisions. 💵💡 #InvestmentStrategy #SecondaryMarket #FinancialLiteracy #Finance #StockMarket #Equity #Investment #PortfolioManagement
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For finance professionals, an understanding of #behaviouralscience is now a prerequisite. It's becoming understood that the biggest risk we face in any context where money is involved is probably our own behaviour. That's why I enjoyed this reflection from Ross Reuvers and Edo Brasecke, CFA, co-founders of Methodical Investment Management (Pty) Ltd. There's a reason they believe a #systematic approach is the best way to extract value from markets, and its grounded in their appreciation of their own biases. #assetmanagement
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Watch this insightful outlook session featuring Yunus January, Portfolio Manager at Old Mutual Investment Group, and other experts discussing fixed income and world bond markets. They also delve into portfolio positioning against local and global backdrops. Watch it here: https://lnkd.in/dH6j-Fv5
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