Portfolio Summits’ Post

Our Global Chief Investment Officer Nancy Curtin joined Frank Holland live in the CNBC studio to discuss the importance of diversification, expectations for the Fed and the upcoming earnings season. Stay to the end to hear her views on the dynamics shaping the bond and gold markets.   For more market insights, visit https://lnkd.in/eiQx6TGj ___________ #MarketInsights #CNBC #WealthManagement

“You have got to eat your broccoli🥦as well as your filet mignon🥩”. If you want to crack the best investing recipes🍜 of early 2024, tune in to our latest Upworth Talk #04. Late last year, I had the chance to sit with Andrew Campion, CFA, General Manager Investment Products & Strategy at the ASX, Australia´s main Securities Exchange and one of the world´s top 20 exchanges with about $1.7tn market capitalization 📈 “I can trace back my career in finance to my high school days; there was a very popular movie that came out: Wall Street. My mates and myself thought: that looks amazing. We did not know what a stock market was back then” ⏩ Sitting with Andrew is a time journey through the world of finance 💱 From his childhood in the eighties to the GFC, he brings 2 decades of experience across the US, UK and Australia 🌏as an equity derivatives trader, lately at Goldman Sachs before joining the ASX We talk about the portrait of the Australian investor, painted by the authoritative ASX Australian Investor Study📝since 1986: https://lnkd.in/dz4ZaTms A few interesting facts: 1️⃣ Australia is a nation of investors💲with 51% of the adult population (~10.2M adults) holding investment outside their home and super (vs. 46% in 2020) 2️⃣ Still quite a gender gap with a male ♂ /female ♀ investor split of 58%/42% but closing with women accounting for half of the 1.2M new investors since 2020 3️⃣ Direct holdings of Australian shares 📃 are investors´ favorite with a presence in 58% of investor portfolios, followed by the usual suspect, residential property investment 🏠 (35%) 4️⃣ ETFs are strongly gaining in popularity, especially among the young generation 🍼, and now held by 20% of investors vs. 15% only in 2020 We talk books 📚 with a few old-time albeit never-old classic readings among Andrew´s favorites and to be checked: 1️⃣ A Random Walk Down Wall Street by Burton Malkiel 2️⃣ Michael Lewis´ Liar´s Poker and Flash Boys 3️⃣ Richard Thaler´s various work pieces about behavioral finance (Andrew studied at Chicago Booth, no wonder!) We delve into why the domestic stock market 📊 is uniquely attractive to resident investors 💸 due to the mechanics of franking credits and Andrew tells us why he hates investing in properties, an illiquid class with sky-high transaction costs. A thought-provoking moment! 🤔 An episode not to be missed! Feel free to subscribe to our YouTube channel and to share our podcasts if you like them - links below ⬇ 🔉Disclaimer: Upworth does not provide financial advice, whether general or personal in nature. The views expressed in our podcasts and publications solely reflect personal opinions. Professional assistance should be sought when making personal financial decisions https://lnkd.in/dkck3jYp #upworth #stockinvesting #financialindependence #wealthmanagement

“You have got to eat your broccoli🥦as well as your filet mignon🥩”. If you want to crack the best investing recipes🍜 of early 2024, tune in to our latest Upworth Talk #04. Late last year, our co-founder Alexandre Chavotier had the chance to sit with Andrew Campion, CFA, General Manager Investment Products & Strategy at the ASX, Australia´s main Securities Exchange and one of the world´s top 20 exchanges with about $1.7tn market capitalization 📈. “I can trace back my career in finance to my high school days; there was a very popular movie that came out: Wall Street. My mates and myself thought: that looks amazing. We did not know what a stock market was back then”. ⏩ Sitting with Andrew is a time journey through the world of finance 💱 From his childhood in the eighties to the GFC, he brings 2 decades of experience across the US, UK and Australia 🌏as an equity derivatives trader, lately at Goldman Sachs before joining the ASX. We talk about the portrait of the Australian investor, painted by the authoritative ASX Australian Investor Study📝since 1986: https://lnkd.in/dz4ZaTms A few interesting facts: 1️⃣ Australia is a nation of investors💲with 51% of the adult population (~10.2M adults) holding investment outside their home and super (vs. 46% in 2020) 2️⃣ Still quite a gender gap with a male ♂ /female ♀ investor split of 58%/42% but closing with women accounting for half of the 1.2M new investors since 2020 3️⃣ Direct holdings of Australian shares 📃 are investors´ favorite with a presence in 58% of investor portfolios, followed by the usual suspect, residential property investment 🏠 (35%) 4️⃣ ETFs are strongly gaining in popularity, especially among the young generation 🍼, and now held by 20% of investors vs. 15% only in 2020 We talk books 📚 with a few old-time albeit never-old classic readings among Andrew´s favorites and to be checked: 1️⃣ A Random Walk Down Wall Street by Burton Malkiel 2️⃣ Michael Lewis´ Liar´s Poker and Flash Boys 3️⃣ Richard Thaler´s various work pieces about behavioral finance (Andrew studied at The University of Chicago Booth School of Business, no wonder!) We delve into why the domestic stock market 📊 is uniquely attractive to resident investors 💸 due to the mechanics of franking credits and Andrew tells us why he hates investing in properties, an illiquid class with sky-high transaction costs. A thought-provoking moment! 🤔 An episode not to be missed! Feel free to subscribe to our YouTube channel and to share our podcasts if you like them - links below ⬇ 🔉Disclaimer: Upworth does not provide financial advice, whether general or personal in nature. The views expressed in our podcasts and publications solely reflect personal opinions. Professional assistance should be sought when making personal financial decisions https://lnkd.in/dkck3jYp #TheUpworthJourney #StockInvesting #FinancialIndependence #WealthManagement

🔦Client Spotlight!🔦 📈 In times of market correction, it’s easy to panic, but Jeff Krumpelman, chief investment strategist and head of equities at Mariner, advises against rash decisions. He highlights that these downturns often present opportunities to invest in quality growth stocks at undervalued prices, urging investors to stay the course, avoid emotional reactions, and keep their long-term goals in mind. 🔗 Read more in the full CNN Underscored article. Link in the comments! #clientspotlight #marketcorrection #stockmarket #investmentstrategy #wealthmanagement

Great insights from Victoria Greene, CFA, G Squared Private Wealth's CIO! Over-diversification can make it harder to achieve targeted goals. It’s all about finding the right balance and focusing on quality over quantity. #SmartInvesting #WealthManagement

Successful investing is as much about temperament as it is about analysis. Often quoted legend of value investing, Ben Graham, cited erratic behavior as a source of many of the opportunities and dangers that emerge for investors. Graham personified the market as a symbolic trading partner, “Mr. Market.” People say that Mr. Market is sometimes greedy and sometimes fearful. Last year he couldn’t make up his mind. Chief Investment Officer, Charles Rinehart, CFA, CAIA, leads our dedicated team of research analysts and portfolio managers as they manage our investment strategies to deliver financial peace of mind to our clients. Read his thoughts on the market in our 4Q 2023 Market Update. https://lnkd.in/e_J8HmbD #FromtheDeskJICCIO #MarketUpdate #JICNewsletter #4Q2023 #InvestmentPlanning #Markets #JohnsonInvestmentCounsel

In the latest #Perspectives, David Jane, fund manager of the Premier Miton Macro Thematic Fund range, explains how market volatility is a feature that disciplined investors can take advantage of to improve outcomes. https://bit.ly/4dPqjCr For investment professionals only. Capital at risk. #investing #naturalincome #income

Join our upcoming Office Hours webcast with Philip McInnis, Chief Investment Strategist, and Jeromey Thornton, CFA, Senior Investment Director. They'll address several recent questions from investors, including these (and more): What impact will duration have if we see the Fed cut rates in the near term? Can the largest stocks continue leading the equity market? What is the benefit of diversification across asset classes and global markets? Register for Feb. 28 at 2 p.m. ET: https://a.vant.is/3IazIqp. #InvestmentInsights #Advisors #Investing #InvestorEducation

What we are reading this week: 1.     📖Ben Mackie, Hawksmoor Investment Management shares some reflections on a wild week in markets. https://lnkd.in/eyZqnaNT 2.     📖Robin Wigglesworth and the Alphaville team turn their sharp eye to the highest returning stocks in US market history. While the current list of biggest winners (an Alabama gravel company, anybody?) looks decidedly 'old economy', the annualised winners of the last 20 years is dominated by the tech companies of the 'new economy'. https://lnkd.in/eqKBHRR3 3.     📖 Slightly late to the punch on this one, but GMOs latest quarterly note feels like essential reading for passive and active managers alike. https://lnkd.in/eRBJVd6m 💡In other news 📝 The great Morgan Housel always manages to make us think about the world differently. We would highly recommend subscribing to his blog at the Collaborative Fund. https://lnkd.in/euBzTHzz What are you reading or watching this week? Let us know in the comments below! ___________ Follow Aravis Capital and tap the bell 🔔 on the profile to be notified when we post. #MondayRoundUp #financialmarkets #usmarkets #blog

Starting the week looking at the #markets, #earnings and #equities. Our Chief Investment Officer S. Alan McKnight, Jr, CFA joined Frank Holland with CNBC’s Worldwide Exchange to share his insights on what is happening in the #markets and what #investors should know. https://spr.ly/6048dlYJ4