Tim Du Toit’s Post

The latest issue of the Quant Value newsletter has just been published. This month, you can read my best ideas on how to manage the firehose of investment information we all try to drink from daily. Apart from the Ai bubble, undervalued companies have performed great this year, which you can see in the newsletter’s returns.  Subscribers are still sitting on the following solid gains: North America +48% (Celestica Inc. +314%) Europe +22% (Sogefi +98%) Asia +23% (Maezawa Industries +97%) https://buff.ly/3U2GKEi

The latest issue of the Quant Value newsletter has just been published. This month, you can read my best ideas on how to manage the firehose of investment information we all try to drink from daily. Apart from the Ai bubble, undervalued companies have performed great this year, which you can see in the newsletter’s returns.  Subscribers are still sitting on the following solid gains: North America +48% (Celestica Inc. +314%) Europe +22% (Sogefi +98%) Asia +23% (Maezawa Industries +97%) https://buff.ly/3U2GKEi

The latest issue of the Quant Value newsletter has just been published. This month, you can read my best ideas on how to manage the firehose of investment information we all try to drink from daily. Apart from the Ai bubble, undervalued companies have performed great this year, which you can see in the newsletter’s returns.  Subscribers are still sitting on the following solid gains: North America +48% (Celestica Inc. +314%) Europe +22% (Sogefi +98%) Asia +23% (Maezawa Industries +97%) https://buff.ly/3U2GKEi

Fueled by easing financial conditions, stabilizing macro dynamics and more constructive capital markets, Industrials M&A accelerated in Q1 2024 — an optimistic shift following lengthy cross-border, geopolitical and regulatory challenges. Other themes we’re watching as we move through the year: mounting pressure on sponsors to deploy capital and a continued interest in AI and tech. Source: Dealogic with Internal GS Industry Classifications

As we look ahead to the second half of 2024, several key events look set to determine the investment landscape. The US will elect its next president, artificial intelligence (AI) should continue to advance rapidly, and we anticipate the Fed will start cutting interest rates.   It's decision time for investors, and the choices made now will be crucial in navigating the evolving landscape of AI advancements, interest rate changes, and the US election.   We recommend a balanced approach, diversified across fixed income, equities, and alternatives, to position for long-term financial goals while addressing near-term uncertainties. In this month’s UBS House View, our Global Wealth CIO Mark Haefele discusses how investors can navigate the second half of 2024 with confidence and position their portfolios for success in the months ahead.

Friday Morning Thought As technology keeps powering ahead, European equities now trade at an all-time wide discount compared to their US counterparts. That was exactly what Benoît van den Hove and I talked about during the Financial Forum West-Vlaanderen yesterday evening. Something can of course continue for a very long time. Still, one has to wonder about trying to extract some value from this… What do you think? #FridayMorningThought #Valuation #Technology #Ai #Value #Growth

Explore the Versor Equity Summit strategy with our founder and managing partner, Deepak Gurnani. The Summit strategy leverages artificial intelligence, machine learning and alternative data to surpass U.S. equities across market regimes. By combining dynamic exposures to the US equity market with long and short positions in over 20 global equity markets, the strategy has generated consistent performance - particularly during periods of equity market stress. Watch the video to learn more about our sophisticated approach. #VersorInvestments #VersorEquitySummit #HedgeFunds #Alternativeinvestments

Founder & CEO Dr. Vinay Nair joined CNBC's Closing Bell to discuss how Magnifi by TIFIN is ushering in a new era of AI-driven investing. Magnifi now has 40,000+ investors who have connected over $1.5B in linked accounts to have a full view of their wealth and make more informed investing decisions. At TIFIN we view this as part of a larger trend where #GenAI assistants are accelerating “Better Advice for More People” across their self-directed, advised, and workplace investment accounts. Watch the full conversation below. #fintech #fintechnews #investmentmanagement #ai #wealthmanagement https://lnkd.in/emjX8XJE

🆓 Download 50+ Charts on Worldwide ETF Trends: https://lnkd.in/eS_S_CwU 📱Fueled by the AI hype, Technology and Communication Services ETFs emerged as the top-performing sector ETFs in 2023, and have attracted the highest inflows. Which sectors will be on top in 2024? #investing #technology #nvda #magnificent7 #meta #aapl #finance #markets

Sylvia Jablonski, CEO and CIO of Defiance Investments, mentioned D-Wave on CNBC’s Squawk Box today when  discussing market trends and investment opportunities. Jablonski foresees a golden opportunity for forward-thinking investors to double-down on technology. Could quantum computing be the next big thing after AI for tech-savvy portfolios? We’re encouraged to see quantum technology catching the eye of financial pundits like Jablonski. https://lnkd.in/ex6SU_Ue