RSMR’s Post

Explore the building blocks of successful Multi-Asset portfolios tomorrow, 17th September, at the RSMR virtual panel from 10:00 to 10:45. Moderated by Stewart Smith, Head of Managed Portfolio Services at RSMR, we'll be joined by: Columbia Threadneedle Investments - Keith Balmer, Portfolio Manager Aegon Asset Management - Vincent McEntegart, Investment Manager BNY Mellon - Paul Flood, Portfolio manager, Equity Income team Baillie Gifford - Steven Hay, Head of Income Research Register here: https://lnkd.in/epivKzjF #multiassetstrategies #fundmanagement #portfolioconstruction #fundresearch

The 2024 US election landscape has been marked by dramatic twists, including the attempted assassination of Donald Trump and Joe Biden’s withdrawal from the presidential race. With Biden’s full backing, Kamala Harris was swiftly positioned as the Democratic candidate for the November election, setting the stage for an intense and highly competitive race. In the latest #RSMR Investment Perspectives we're asking: - What if Trump or Harris get elected? - What’s going on in the market, and what ripple effects can we expect? - How do the macroeconomic uncertainties affect investment strategy? Click to read the article: https://lnkd.in/eavxgmDD Click to listen to the podcast: https://lnkd.in/ezAiwSu7 #uselections #trumpadministration #kamalaharris #protectionism #usdollar

Last call for the #RSMR Multi-Asset virtual panel on Tuesday next week. Are you looking for inspiration when it comes to refining your multi-asset investment strategy? Listen to what the experts have to say at the RSMR virtual panel and take away indispensable insights from leading specialists at  Columbia Threadneedle Investments, Aegon Asset Management, BNY Mellon and Baillie Gifford. #multiassetstrategies #portfolioconstruction #columbiathreadneedle #aegon #bnymellon #bailliegifford

'She's one of the most trusted voices in the industry' CNN Shivvy Jervis, one of Europe's top female futurists, is an award-winning innovation forecaster & she’s talking at the #RSMR flagship conference in Harrogate in November. Don’t take our word for it – the iconic TED Talks commend Shivvy for ‘remarkably finding what’s relevant in all the noise’, and the World Economic Forum laud ‘her ability to make complex topics accessible, in such a human way’. Meet the innovation pro voted champion of change at the RSMR Harrogate conference: https://lnkd.in/emXCtzTu #ai #neuroscience #connectedworld #digitalinnovation #investmentconference

How do you build successful multi-asset portfolios?  When it comes to creating prosperous multi-asset portfolios, tactical asset allocation and management of risk and liquidity are fundamental but where are the opportunities and how should investments be balanced to generate the best possible outcomes for your clients? Get the inside track from those in the know at the upcoming RSMR virtual panel.  💡Multi-Asset Virtual Panel 📅 Tuesday 17th September ⏰10:00 to 10:45 Find out more & register: https://lnkd.in/epivKzjF #portfolioconstruction #multiassetstrategies #portfoliomanagement #columbiathreadneedle #aegonassetmanagement #bnymellon #bailliegifford

The Premier Miton Strategic Monthly Income Bond fund gets an RSMR rating. The fund is managed by a strong team of managers, credit analysts and dealers, who have developed a unique approach to managing the fund based on a ‘triangle of trust’. The team have consistently applied their coherent investment process since the fund was launched and this has been reflected in the fund’s performance. Find out more about why we rate this fund on the RSMR website: https://lnkd.in/e_JA8jCA And read about the reasons behind the rating in Investment Week: https://lnkd.in/ePmhkaHR #fundrating #investmentresearch #investmentmanagement #premiermiton #incomebond

Markets have persevered rather than surged but global economic growth shows signs of improvement, and the UK looks to have emerged from recession. Find out what's going on in the global economy and access our round-up of asset classes in the latest #RSMR video update. https://lnkd.in/e7QraYZW #globaleconomy #investmentinsights #inflation #interestrates #usemployment

Overall, economic fundamentals remain broadly supportive of equity markets with economic growth resilient, even as inflation proves stickier and the challenge of the last mile decline to the 2% level seems a way off. A challenging backdrop for government bonds but equities remain supported by strong earnings growth and the prospect of rate cuts to come. Find out what's going on in the world and what that means for investors with Graham O'Neill's full economic and market update... https://lnkd.in/eGm_zdqe #worldmarketupdate #valuations #interestrates #economicdata #uselection #employment #geopolitics #emergingmarkets

China - supreme superpower or failing factory of the world? I'm talking to Jon Lycett, our Key Accounts Manager, in the latest RSMR Investment Perspectives podcast and we're debating whether China is still a key rival for pole position when it comes to economic leadership or if the superpower is losing its edge... Listen to the podcast: https://lnkd.in/ezAiwSu7 Read the article: https://lnkd.in/ezAiwSu7 #investmentinchina #reshoring #economicsuperpower #chinarealestate