Savvy Investor’s Post

Discover the Latest Insights from FTSE Russell: Empower Your Investment Strategy 📊 Want to stay ahead of market trends and enhance your investment strategies? Check out FTSE Russell's newest showcase, packed with expert research and innovative indexing solutions. 🌍📈 From navigating concentration risks to understanding the dynamic nature of betas in the US equity market, these insights are crucial for making informed decisions in today’s rapidly changing landscape. Plus, dive into the 40-year journey of the Russell US Indexes and see how they continue to reflect the evolution of the US economy. 🔎 Explore cutting-edge strategies: https://lnkd.in/eCyAWbtz Whether you're interested in small caps, diversification, or sustainable investing, FTSE Russell has the research to guide you. How are you managing concentration risks in your portfolio? Let’s discuss!👇 #InvestmentStrategies #Indexing #MarketTrends #SustainableInvesting

Explore the latest insights in FTSE Russell, An LSEG Business's latest company showcase: https://lnkd.in/eCyAWbtz. Uncover expert research, innovative indexing approaches, and the latest trends in sustainable investing. Highlights include: - Sustainable Investment Strategies - Global Market Trends - Innovative Indexing Solutions #investmentstrategies #indexing #markettrends

Hey LinkedIn fam! 🌟 Let's dive into the latest market updates. The FTSE 100 is showing some positive momentum as Europe aims to bounce back from Monday's sell-off, with the US market also making a strong comeback. Stay informed and keep an eye on the latest trends to make strategic investment decisions. #FTSE100 #MarketUpdate #InvestmentInsights https://ift.tt/vyUi5Ch

Our Preliminary Plan Universe Report is out: https://lnkd.in/eiAKUjy8. During the second quarter of 2024, global equity markets posted another positive quarter with the MSCI ACWI Index returning 3%. #PlanUniverse

Investment musings for professional investors I write to encourage a conversation on three themes that have influenced the securities markets this year, and pose a few questions: 1)    Interest rates – are rate cuts already priced into the markets? 2)   The Mag7 stocks – we know they are expensive, but when can we sell? 3)   The retreat from ESG – do we need to face pragmatic realities?

Private Equity Wire's Global Outlook 2024 report zooms in on deal hotspots emerging under current market forces. Experts from BlackRock and Apollo give us the big picture, while Adams Street Partners’s Brian Dudley give us insight into growth equity opportunities. Read the full insights report here: https://zurl.co/5cv3 #privateequity #privatemarkets #globaloutlook

As the DOW Jones closed above 40,000 for the first time in its history, Olaolu Aganga recently joined the team on CNBC’s Closing Bell to discuss our playbook in alternatives and current strategic and tactical asset allocation views. Through what many have described as a “supercycle” election year, we see large asset owners seeking out stability in longer-term allocations to alternatives – including private credit and private equity. Typically marked to market at a slower rate, exposure to alternatives can provide important stability through more volatile periods. Balancing strategic and tactical decision making across portfolios is all about assessing risk and return relative to time horizon. Strategically, we’ve been neutral on Europe for some time, but tactically, we’ve been looking internationally to capture opportunities across emerging markets, most recently in China where we see valuation distortion. Join the Mercer Investments team and Olaolu Aganga LIVE in Nashville for the Global Investment Forum June 10-12: bit.ly/3Vm71yw

Have you ever wondered about the inner workings of thematic investing?💲 Our sponsor MSCI Inc. follows a five-step approach for its thematic index, which captures long-term, structural trends that could drive company performance in the future. Understand how MSCI groups companies and stocks together by aligned business activities, as seen in the MSCI ACWI IMI Food Revolution Index example illustrated. https://lnkd.in/geTR89SW #investoreducation #investingtheme #thematicinvesting #thematicindex

"We are surprised by the strength of markets so far this year and the magnitude of the gains, especially since the multiple interest rate cuts so widely expected at the start of the year have failed to materialise." In the latest Global Equity newsletter, Gabrielle Boyle and George Viney reflect on the increased breadth of investment opportunity and explain how they are positioning the portfolio take advantage of technological change.    https://lnkd.in/d29k9PXk

As the DOW Jones closed above 40,000 for the first time in its history, Olaolu Aganga recently joined the team on CNBC’s Closing Bell to discuss our playbook in alternatives and current strategic and tactical asset allocation views. Through what many have described as a “supercycle” election year, we see large asset owners seeking out stability in longer-term allocations to alternatives – including private credit and private equity. Typically marked to market at a slower rate, exposure to alternatives can provide important stability through more volatile periods. Balancing strategic and tactical decision making across portfolios is all about assessing risk and return relative to time horizon. Strategically, we’ve been neutral on Europe for some time, but tactically, we’ve been looking internationally to capture opportunities across emerging markets, most recently in China where we see valuation distortion. Join the Mercer - Investments team and Olaolu Aganga LIVE in Nashville for the Global Investment Forum June 10-12: https://bit.ly/3yE4LcB