Pentelow Wealth Management’s Post

“…the shrinking of public equity markets, and the weaker price discovery that passive investing has led to, are also #hidden #costs of the structural changes that have hurt active management. Of course, this #crowding and #dislocation should create conditions that allow stock pickers to forge their own path and shine. But the stats say they are struggling to do so.”🤔 “…#fund #managers are not immune from the hard, cold reality of #competition. Investors aren’t thinking about structural change – they’re thinking about the returns they can get on their hard-earned savings.” True, to an extent, as many fund managers want to invest in a more resilient future #responsible #investing https://lnkd.in/gq8rYVkF

Hey fellow investors! 🌟 Let's put our heads together: what's the easiest asset class to handle? 💭 Share your insights in the comments below and let's learn from each other! 📚💼 #InvestorCommunity #AssetWisdom

There’s a perception that, to be a successful investor, you need to scour the financial pages every week and stay tuned to CNBC. Not true. As William Bernstein once wrote, “the body of knowledge that the individual investor, or even the professional, needs to master is pitifully small.” Set aside half an hour to watch this video and arm yourself with everything you need to know 👉 https://shorturl.at/qpkHW #Investing #EvidenceInvesting This film is based on the book Index Funds: The 12-Step Recovery Program by Mark T Hebner, founder of Index Fund Advisors, Inc.

An index fund is a type of investment fund that follows a predetermined market index—essentially a benchmark that reflects a specific portion of the market. What are the benefits to index funds as investment options? What hidden challenges might they present? In episode 42 of “Conversations with Curio,” Founders and Senior Advisors Jim Kantowski, CFP®, CPA, and Jake Sadler, CFP®, sit down with Karen Umland, Senior Investment Director & Vice President at Dimensional Fund Advisors, to discuss the complexities of indexing. In this clip, Karen talks about what an index fund is and how it can be a unique investing vehicle. Listen to the full conversation for more insights. #ConversationsWithCurio #FinancialPodcast #TaxStrategies #StayCurious https://bit.ly/3W1qYJy

Does the new market regime provide a backdrop that could help absolute absolute-return strategies to prosper? 🤔 Which areas of the market currently look interesting to our multi-asset investors? 📽️ In the latest video of our Brainwaves series, I spoke to investment specialist Catherine Doyle, CFA, CAIA and talked to multimedia editor Matthew Goodburn about why the new market regime could be a supportive backdrop for absolute absolute-return strategies and how tactical asset allocation can prove useful in the current environment 👇 https://bit.ly/48v7QYR #MarketOutlook #MultiAsset #ActiveInvesting

Larry Fink, Has Officially Stated That. He See's The 'Tokenization Of Financial Assets'. As The Next, Rationale & Game Changing Step... 📌 📌 Larry Fink, the American billionaire businessman and current Chairman and CEO of BlackRock, an American multinational investment management corporation. Which is infact, the largest money management firm in the world, and has more than an eye-eatering, USD 10 Trillion in assets, currently under management. Has come out to, quite remarkably and officially state, that, he sees, firmly see's, 'TheTokenization of Financial Assets', as the next step. He argued that, "the dominant form of bringing products going forward, will unequivocally, be in the form of ETFs"... 💥💥 #theTOKENIZATIONofFINANCIALASSETS... 🚀🚀 #TOKENIZATIONofLFG... 🚀🚀

🚀 Exciting news in the financial world! #BlackRock has achieved a remarkable milestone, hitting an incredible $11.5 trillion in assets under management. This achievement is driven by a booming market and an astounding $221 billion inflow in Q3 alone. As we witness these significant shifts in asset management, it's clear that the landscape of finance continues to evolve at a rapid pace. What does this mean for the future of investment strategies and market dynamics? Let's discuss! 💬📈 #Finance #Investing #MarketTrends

Investors who rely solely on IRRs and NAVs may overlook critical details about their private market portfolios. In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Matt Farrell, CAIA offer a closer look at how to evaluate investments more thoroughly. Key points include: - The ongoing dip in venture capital returns and its effects on private investors. - Why looking at company-specific metrics, such as operating income, can - provide a more accurate understanding. - The importance of getting clear and comprehensive reports from fund managers to stay informed. Tune in to learn how these insights can help you navigate private market investments more effectively. Listen to the episode now: https://lnkd.in/enRBkwi4 #privatemarkets #investmentstrategy #financialplanning

Invest Smart with Mutual Funds In the ever-volatile market, the battle between bulls and bears is a constant. However, as history has shown, long-term mutual fund investors emerge as the ultimate winners. Investing in mutual funds offers a strategic advantage, balancing the risks and returns over time. With Bright Vision Investment Services, you can confidently navigate through market fluctuations and achieve your financial goals. Visit Bright Vision to learn more about how mutual funds can work for you. For personalized assistance, contact us at +91 90033 87837 #investsmart #mutualfunds #financialgoals #longterminvesting #marketfluctuations #balancedinvesting #brightvisioninvestmentservices #smartinvesting #riskandreturns #achieveyourgoals

Curious about actively managed ETFs? Matt Barry, CFA, head of capital markets at Touchstone Investments, breaks down the nuances in an insightful interview with InvestmentNews anchor Gregg Greenberg. Discover why actively managed ETFs are expected to lead the market in the future. https://hubs.ly/Q02kxtql0 #ETFs #InvestmentNews #ActivelyManaged #FinanceInsights