Professional Adviser’s Post

Over the long-term , different funds can offer a wide variety of performance. However, it’s important to remember each fund will have its own risk profile and objective, which could impact its returns. Source: Financial Express. Bid to bid basis. Data as of 31 March 2024. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. www.roxburghonline.co.uk Contact: https://lnkd.in/gmPSi5fw #FinancialAdviser #Investing #InvestmentPlanning #FinancialFreedom #LongTermInvestments

The fixed income market is more nuanced than many investors appreciate. Find out where we see opportunities in this short video with Craig Manchuck, portfolio manager for our Strategic Income strategy. https://hubs.la/Q02PpcKf0 #highyield #investmentgrade #fixedincome #investing #yield

Matthew Evans loses both his mandates as Ninety One merges UK funds with sister portfolios. Ninety One has set about plans to merge both of fund manager Matthew Evans’ UK equity mandates with other portfolios as part of a wider strategic review of its investment offerings, Investment Week can reveal. Check out Eve Maddock-Jones's latest article 👇 https://incm.pub/3ZqfP6V #investment #wealthmanagement #assetmanagement #finance

In our Q3 2024 Fixed Income Update and Outlook with Brian Lockwood, CFA, CIO of Piton Investment Management, we turn our attention to the evolving landscape of corporate bonds. “How are changes in corporate fundamentals and credit quality influencing your outlook on corporate bonds?” Watch the full Update and Outlook on our website Insights. https://lnkd.in/gqcY4iC2 #GlobalEconomy #EconomicData #MarketVolatility

Did you catch the Investment Markets Investor Webinar? CPF Executive Director, Joe Christie, presented at the webinar last week. Joe's presentation "Is a 14% p.a. return adequate for a high yield property fund?", discussed risk and the type of return you are receiving i.e. where you sit in the capital stack, whether the return is akin to equity returns or debt-based interest income. You can catch the recording of his presentation by clicking the link: https://lnkd.in/gDHfims2 #Webinar #Investments #KnowledgeSharing #InvestmentMarkets #propertydebtfunds #nonbanklending #riskadjustedreturns #equityvsdebt #firstmortgagesecurity #mezzaninedebt #capitalstack

Private credit has seen significant growth in recent years, but can investors expect the benign market environment to continue? Or should they be preparing themselves for a default environment? Tune in to our Private Credit on-demand webinar with Pete Robinson, Challenger Investment Management and Anna Kirkby, Fidante, to find out what ‘Winning by not losing’ really entails. Watch now at https://lnkd.in/g--he_Gt Note: The webinar is intended for financial advisers only. #privatecredit #privatemarkets #investment

Thinking of investing in private assets? Our short video looks at the benefits and the key differences from public markets. Watch here: https://okt.to/ziT2K6 When investing, your capital is at risk. #PrivateAssets #WealthManagement #PrivateMarkets Nick Rowlands Victoria Beckett

Our Global Head of Investment Grade Credit, James Vokins, explains how a differentiated approach to portfolio construction can help credit investors avoid the pitfalls of being reliant on beta. 👉 https://bit.ly/3Vck2d6 #FixedIncome #Credit #Investing

Why private investment is gaining momentum. Mike Woollatt, a managing director at Hamilton Lane , explains that private investments such as private equity, private credit, real estate, and infrastructure assets have a history of outperforming public markets. These investments, despite their risks, offer portfolio diversification benefits in various market conditions. https://lnkd.in/gFfmpFpB

In this video, Neil Birrell, Chair of the Premier Portfolio Management Service Investment Committee, goes around the globe to share his views on the macroeconomic environment, discussing politics, interest rates and what could be in store over the coming months. For investment professionals only. Capital at risk. #PPMS #investing #multiasset