RiverFront Investment Group’s Post

I got to turn the mic on Paul Giannamore to discuss the pest control acquisition environment this year... Discover why private equity firms dominate the market, Federal Reserve policies' impact on inflation and asset prices, and strategic insights for sellers navigating M&A deals. Details: - How private equity firms are reshaping the market landscape - Essential advice for sellers considering private equity offers - The role of Federal Reserve policies in the current economic climate - Strategic shifts among major pest control companies - Predictions for M&A activity through the rest of 2024 Dylan Seals The Potomac Company Franco Villanueva-Meyer, CFA, CIMA®

The Silver Krugerrand is a popular choice among investors looking to diversify their portfolios. Its value tends to hold up well even when other assets are underperforming. So, owning a silver Krugerrand can provide a sense of security and stability during turbulent financial times. Own Silver.😀

Should We Be Reconsidering Returns? Mark Hebner is on a mission: Encourage Global Financial Media Companies to Report Total Return Index Values. Joining Mark in this interview is Professor Samuel Hartzmark of Boston College. Samuel, along with David Solomon, wrote a paper named Reconsidering Returns in 2017 and updated it in 2020. This paper highlights the fact that our financial media largely ignores dividends when calculating the returns often displayed on tickers for index values. https://lnkd.in/g-5WxMYy #SP500 #investing #StockMarket #IndexFundAdvisors #IFA #stockreturns #investingreturns

Looking for income generation with a relatively stable NAV that has low correlation with other investment classes? Learn more about regulatory capital relief securities from an interview with Dana Staggs.

Regulatory Capital Relief (aka Credit Risk Transfer) is a relatively new development in the credit landscape. Dana Staggs does a great job here explaining how it works and why it is an increasingly important tool for banks to manage their capital costs.

Great event today at the Bloomberg Buy Side Forum in Sydney. Paige Gardner hosting an engaging discussion around Private Capital Markets. Interesting thoughts and points made around caveat emptor, transparency, the impact of valuations and how this should feed through to benefit the end investor. #privatemarkets #data #valuations #investment #privatecapital

Private markets valuations have been among the biggest topics for LPs over the past year. Most expected these to fall over time to reflect the correction in public markets seen through 2022 and a more challenge economic backdrop, but this hasn’t happened yet. While some LPs believe this is rational and reflects the unique characteristics of private markets, others are more wary about what is around the corner. Here, we present the views of five seasoned fund investors >> http://spr.ly/6043lPtI5 #SuperReturn #privatemarkets #eMagazine

Recency bias tempts investors with fleeting gains and overshadows the broader market view. At St. James's Place, we defy this lure as we prioritise disciplined, long-term asset allocation and fundamental analysis. #BehaviouralFinance #Insights

We’re talking with Jeff Macke about how current interest rates & price levels are influencing consumer behavior, plus Jeff’s advice for investors - Thursday 4/18 at 5pm ET. Register at www.getthinktanked.com #etfs #investing #interestrates #consumerspending #markets #finance #etfinvesting with the ETF Nerds David Dziekanski, Dan Weiskopf, Cinthia Murphy, Michael A. Gayed, CFA & Michael Venuto

Investor outlooks towards the Secondaries market is evolving, in search of accelerated capital distribution and attractive returns. The latest Preqin Primers report sheds light on this dynamic market, with insights from Colmore on how Secondaries investors can address the challenges of transparency on underlying portfolio companies, valuations, and fund performance and terms to make more strategic decisions. Gain invaluable insight into navigating the Secondaries market, read the report here: https://okt.to/nWfNSM #secondaries #secondariesinvesting