PM Capital’s Post

For thematic ETF investors in particular, it's worth adopting a 'wait and watch' strategy and avoiding letting the fear of missing out drive your decisions. Find out why… Read our latest article at https://lnkd.in/gh8EFj2i #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

For thematic ETF investors in particular, it's worth adopting a 'wait and watch' strategy and avoiding letting the fear of missing out drive your decisions. Find out why… Read our latest article at https://lnkd.in/g7MWCu_7 #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

📽 Key factors to consider when selecting thematic investments. Watch this video to find out the intrinsic risks linked to thematic investing, the pockets of outperformance where thematic funds have really shone, and identifying between the daring and the disastrous. Morningstar. 🔗 Read the full article on Investment IQ: https://lnkd.in/eC5rBpMW #investing #assetmanagement #wealthmanagement #finance

"Portfolio managers of equity funds face many challenges when it comes to communicating the value and strategy of their funds to investors. One crucial aspect of this communication is demonstrating the fund's exposure by geography and business sector. While this breakdown is valuable for showcasing the breakdown of our funds, it often simplifies a more complex reality..." 📕 Read the full article here: https://bit.ly/4ahXmh6 #weeklynews #investment #wealthmanagement #dominionnews

📢 FE fundinfo reveals top performing funds and sectors for Q3 2024 FE fundinfo's Deputy Chief Investment Officer Charles Younes, CFA shares insights from FE Analytics, highlighting that funds exposed to Chinese equities and gold outperformed expectations across a volatile quarter. ➡️ Read the full article here to find out more: https://hubs.ly/Q02TBq6q0 #FinancialData #FundPerformance #FundData #AssetManagers #FinancialAdvisers

📽 Key factors to consider when selecting thematic investments. Watch this video to find out the intrinsic risks linked to thematic investing, the pockets of outperformance where thematic funds have really shone, and identifying between the daring and the disastrous. Morningstar. 🔗 Read the full article on Investment IQ: https://lnkd.in/eC5rBpMW #investing #assetmanagement #wealthmanagement #finance

Tomorrow @ Noon CT 2 of our most sought after speakers: Christopher Gizzo, CFA, Partner & Deputy Director of Leveraged Credit, and Riz Hussain Investment Strategist, will lead a brief webinar focused on the short-duration high yield bond opportunity given the potential reshaping of the yield curve in the year ahead. They will discuss how the asset class offers income and total return potential amid a very constructive yield and spread environment relative to other return-seeking asset classes. #LSYIX

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

Last month, we released our 2023 Investment Funds Report, which provides valuable insights into the latest Canadian mutual fund and ETF sales data, market effect and investor trends.    In his latest Investment Executive column, our President and CEO, Andy Mitchell, highlights the biggest takeaways from the report on investor behaviour during a year of market volatility and uncertainty. Read more: https://lnkd.in/gbtFXWxz

As the investment landscape becomes more complex, alternative investments have gained popularity for their potential to offer diversification benefits and uncorrelated returns compared to traditional stock and bond investments. From real estate and private equity to commodities and hedge funds, how do you view the role of alternative investments in your portfolio? Are you exploring these options for potential risk reduction and return enhancement? How do you navigate the challenges and complexities associated with these types of investments? #AlternativeInvestments #PortfolioDiversification #RiskManagement