Investing in capital markets is inherently a long term plan that should always keep a long-view perspective. As a tactical portfolio manager, distinguishing news from noise is what sets us apart. Far too often we find advisors in a "set and forget" mentality. Being able to provide perspectives from all angles, distinguishing market fundamentals, and effectively communicating catalyst within any given industry in our portfolio strategy is where we can all ultimately add value as money managers. 𝘈𝘥𝘥𝘪𝘵𝘪𝘰𝘯𝘢𝘭 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘊𝘭𝘪𝘱 𝘧𝘳𝘰𝘮 𝘰𝘶𝘳 𝘊𝘰𝘯𝘷𝘦𝘳𝘴𝘢𝘵𝘪𝘰𝘯𝘴 𝘸𝘪𝘵𝘩 𝘔𝘰𝘯𝘦𝘺 𝘔𝘢𝘯𝘢𝘨𝘦𝘳𝘴 𝘦𝘷𝘦𝘯𝘵 𝘪𝘯 𝘚𝘢𝘯 𝘈𝘯𝘵𝘰𝘯𝘪𝘰, 𝘛𝘟 - 06/27/2024 - 𝘾𝙄𝙊 𝙈𝙖𝙪 𝙎𝙖𝙣𝙘𝙝𝙚𝙯
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Former Wallstreet Broker/ Fixed Income Trader | Founder at Portafolio Capital Management | Fed Policy Analyzer | Finance Enthusiast | Meditator
Investing in capital markets is inherently a long term plan that should always keep a long-view perspective. As a tactical portfolio manager, distinguishing news from noise is what sets us apart. Far too often we find advisors in a "set and forget" mentality. Being able to provide perspectives from all angles, distinguishing market fundamentals, and effectively communicating catalyst within any given industry in our portfolio strategy is where we can all ultimately add value as money managers. 𝘈𝘥𝘥𝘪𝘵𝘪𝘰𝘯𝘢𝘭 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘊𝘭𝘪𝘱 𝘧𝘳𝘰𝘮 𝘰𝘶𝘳 𝘊𝘰𝘯𝘷𝘦𝘳𝘴𝘢𝘵𝘪𝘰𝘯𝘴 𝘸𝘪𝘵𝘩 𝘔𝘰𝘯𝘦𝘺 𝘔𝘢𝘯𝘢𝘨𝘦𝘳𝘴 𝘦𝘷𝘦𝘯𝘵 𝘪𝘯 𝘚𝘢𝘯 𝘈𝘯𝘵𝘰𝘯𝘪𝘰, 𝘛𝘟 - 06/27/2024 - 𝘾𝙄𝙊 𝙈𝙖𝙪 𝙎𝙖𝙣𝙘𝙝𝙚𝙯
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Trusted Advisor | Ex-Big 4 | CFO | Accounting | FP&A | Strategic Finance | Investor Relations | Economic Research & Analysis
Subscribe to Alt Goes Mainstream (AGM) for interesting perspectives on the future of finance. Follow along through an insider's take with weekly updates detailing the transformation to the less liquid portion of a multi-asset portfolio. The alternative investment asset class is finally the beneficiary of innovation. #privatemarkets #alternativeinvestments #innovation Alt Goes Mainstream Michael Sidgmore https://lnkd.in/gyQqqK6m
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Interested in the future of data and technology? Make sure to register for the #FACTSETFOCUS Conference and attend the "Efficient Frontier of Portfolio Management" session hosted by Kelsey Syvrud, PhD, our Director of Investment Strategy!
You won’t want to miss the opportunity to attend our “Efficient Frontier of Portfolio Management” session at #FACTSETFOCUS! Whether you are a portfolio manager or financial advisor, Kelsey Syvrud, PhD, Director of Investment Strategy at Fire Capital Management plans to provide you with the knowledge and tools needed to make better-informed decisions in portfolio management and achieve optimal risk-return trade-offs. Get your tickets here: https://bit.ly/3NqWlK9 #r/evolution #innovation #GenAI
FOCUS 2024 User Conference
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Asset Strategy: Weekly Market Minute 🌐 🕐 'Mixed Signals' 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/etP6_kd7 Asset Strategy #Finance #Markets #StockMarket
Weekly Market Minute 🌐 🕐 (Mar. 11, 2024) "Mixed Signals"
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Download Blue Owl Capital 5-step guide to private markets to examine the large and growing universe of potential investments while diving deeper into how private markets can increase diversification, improve portfolio risk and return, and more. Discover the difference today. http://spr.ly/6045eURoW #wealthmanagement
Investor Toolkit to Private Markets
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A painful reality: thematic funds do not add value for investors: “The volatile return profiles of many thematic funds … can encourage the worst type of investor behavior and ultimately result in poor investment outcomes. Our findings show that, in aggregate, investor buying and selling habits connected with thematic funds … have destroyed considerable value.“ Don´t believe the hype…
The Big Shortfall: Understanding the gap in thematic funds | Morningstar
morningstar.com
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Interesting insights on real assets and portfolio diversification.
Navigating today's market: How real assets provide stability and diversification for institutional investors
mercer.com
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From 2023 to 2024! It's been an eventful year on the financial markets. We'd like to share with you a short 5-minute video of our Partner Richard Bernstein Advisors Richard Bernstein, one of the world's most followed asset allocators, highlights the economic developments that shaped their portfolio strategy in 2023, providing valuable context for understanding the dynamics that influenced their thinking and positioning for 2024. Watch here: https://lnkd.in/d2bQdxZE iM Global Partner #assetallocation #investmentstrategy
2023: Year End Review
rbadvisors.com
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Please join Crosby Wealth Advisors for a #MarketUpdate Webinar next February 14th at 12:00PM PT. CWA hosts Jordan Jackson, Global Market Strategist, on the J.P. Morgan Asset Management Global Market Insights Strategy Team During this complimentary session, we’ll look at current market conditions including: · Economic landscape and outlook for the current year · Key drivers and trends taking place in the markets Register and learn more at Crosbyevents.com
Financial seminars and events - Crosby Wealth Advisors | Ameriprise Financial
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Asset Strategy: Weekly Market Minute 🌐 🕐 'Mixed Signals?' 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/eU8MAeRt MoneyLetter #Finance #Markets #StockMarket
Weekly Market Minute 🌐 🕐 (Mar. 11, 2024) "Mixed Signals"
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