Tiago Fernandes’ Post

Hedges in investments are used to reduce the risk of adverse price movements in an asset. They involve taking an offsetting position in a related security, such as futures, to protect against potential losses.

Dislocations in markets create new opportunities. Rebecca Cheong, our Head of Americas Equity Derivatives Strategy, recently led a global client teach-in series that commenced in Australia and concluded in New York. Reaching over 200 institutional investors, Rebecca discussed a range of topics from model factor adaptability to decoding cross-asset dislocations – and how to factor them into investment strategies. These sessions offered a fresh perspective to navigating dynamic market environments. Dive into UBS’s investment bank’s capabilities to stay ahead of the curve: http://from.ubs/6048cfFEk #shareUBS

Having had the privilege of working with Deutsche Bank and Citi, I've been fortunate to collaborate with astute minds and immerse myself in the intricacies of the financial world. In today's market, where information flows like never before, distinguishing oneself can be quite a challenge. At Aurel BGC Frankfurt, we've embraced this challenge by carving out a niche in sub-benchmark bonds. Navigating the complexities of sub-benchmark bonds requires a keen understanding of regulatory and liquidity dynamics. Yet, it's precisely in this space where we thrive. While benchmark bonds garner much attention, our focus on sub-benchmark bonds presents unique opportunities for both buyers and sellers. We understand the hesitations that institutional investors may have. That's why we've developed a process that filters through credit and rates opportunities, ensuring that we only engage in bonds offering a significant pick-up compared to similar bonds. Moreover, with the advent of Bloomberg's BVAL and TRACE, transparency in bond trading has reached new heights. These tools empower institutional investors in the fixed income market to make informed decisions, thereby enhancing market efficiency. By staying ahead of the curve and leveraging these advancements, we're not just navigating the challenges of sub-benchmark bonds; we're turning them into opportunities. #Finance #SubBenchmarkBonds #Innovation #FixedIncome #Investments #MarketInsights

❌ Less reliance on debt and multiple expansion ✔ More emphasis on revenue growth and margin expansion   According to Goldman Sachs's Global Head of Asset & Wealth Management, Marc Nachmann, that's what the next ten years of PE will look like.   Nachmann suggests that private equity can no longer rely on easy access to cheap money for returns. The era of low interest rates following the 2008 financial crisis allowed private equity to flourish with abundant and inexpensive debt. He emphasizes the need for private equity to return to its original focus on strategic deal sourcing and operational enhancements for sustained returns.   ⏭ Scroll through for a deeper look into value creation levers and the industries with the highest revenue growth and margin expansion.   📰 Read the full article here --> https://lnkd.in/gWSYMZa4 #privateequity #valuecreation #goldmansachs

"Past performance is no guarantee of future results" - DealEdge analysis tells us value creation across private markets has relied heavily on debt and multiple expansion in the past, which may not be sustainable in a high interest rate environment. The focus on revenue and margin growth seen in FS, Technology, and Media and Telco sectors is likely to be the recipe for success in the future:

Markets quickly stabilized after a rocky start in August. And many have asked what this means for investors. To help understand these developments, UBS's Chief Investment Officer, Mark Haefele; Leslie Falconio, Fixed Income Specialist; and Nadia Lovell, Senior Equity Strategist discussed the implications of these changes and shared their investment outlook for the months ahead in our recent livestream. If you've missed it, you can rewatch here (starting at minute 5): https://ubs.gv6.co/lcLKBa #shareUBS https://lnkd.in/e6gxqivz

Morgan Stanley Ventures into Private Markets! 🌟 Introducing the latest game-changer from Morgan Stanley Wealth Management: The Private Markets Transaction Desk! 📈 Now, eligible shareholders and investors can seize the opportunity to trade private company shares in the secondary market with ease and confidence. Jed Finn, Head of Morgan Stanley Wealth Management, emphasized the growing significance of alternative investments like private market shares for portfolio diversification. With the largest alternatives business and top-notch capital markets solutions, Morgan Stanley is ready to cater to both buyers and sellers within the private market. Offering a company-centric approach, the Private Markets Transaction Desk provides direct support for one-off sales and exclusive access to private investments. Led by industry expert Jeffrey Urban, this innovative platform ensures streamlined transactions and unparalleled liquidity solutions for clients. Don't miss out on this groundbreaking opportunity! Get ready to navigate the private markets with Morgan Stanley by your side. 💼💰 #PrivateMarkets #InvestmentInnovation #MorganStanleyVentures  #InvestmentOpportunities #SecondaryMarket #WealthManagement #AlternativeInvestments #PortfolioDiversification #FinancialInnovation #LiquiditySolutions #InvestmentStrategy #CapitalMarkets #InvestmentInsights #MarketAccess #WealthBuilding #InvestingInnovation #MorganStanley

Markets quickly stabilized after a rocky start in August. And many have asked what this means for investors. To help understand these developments, UBS's Chief Investment Officer, Mark Haefele; Leslie Falconio, Fixed Income Specialist; and Nadia Lovell, Senior Equity Strategist discussed the implications of these changes and shared their investment outlook for the months ahead in our recent livestream. If you've missed it, you can rewatch here (starting at minute 5): https://ubs.gv6.co/lQNOwq #shareUBS https://lnkd.in/gZAEBiPH

Markets quickly stabilized after a rocky start in August. And many have asked what this means for investors. To help understand these developments, UBS's Chief Investment Officer, Mark Haefele; Leslie Falconio, Fixed Income Specialist; and Nadia Lovell, Senior Equity Strategist discussed the implications of these changes and shared their investment outlook for the months ahead in our recent livestream. If you've missed it, you can rewatch here (starting at minute 5): https://lnkd.in/exixuvCc #shareUBS https://lnkd.in/epNdCgup

Considering a shift from market cap-weighted indexes? #Advisors are increasingly eyeing factors like quality, valuation, and lower volatility. Explore large-cap opportunities in factor investing with experts, Sarah Rich of Goldman Sachs Asset Management, Allen Bond, CFA, of Jensen Investment Management, and Todd Rosenbluth this Wednesday during our Equity Symposium. Join for free and earn up to 2 CE Credits. Reserve your spot: https://lnkd.in/gY4KYkKB Goldman Sachs #FinancialAdvising #Investments #InvestmentStrategy