Toby Finden-Crofts CEO/Founder Research in Finance’s Post

Senior leaders from Schroders, Fidelity International and M&G tell Financial News that fund groups must pay attention to unlisted assets in a recent round table. Here at Research in Finance we can help with UK Private Investment Markets Study (UKPIMS), a new annual, multi-stakeholder study into market understanding of, and appetite for, private equity, private credit, unlisted infrastructure, and unlisted real estate. - The study profiles target clients in the UK, exploring attitudes, needs, and barriers to investing in private markets. - Geographical coverage will be expanded in future waves. - Competitor benchmarking enables stakeholders to learn who the perceived market leaders are overall, as well as for specific asset classes. If you would like to find out more, please get in touch with Mick Hrabe or Richard Ley. You can also call us on 0207 104 2235. #privatemarkets #assetmanagement #ukmarkets

“There essentially is no way for a leading asset manager to ignore private markets,” said Georg Wunderlin, Global Head of Private Assets at Schroders during the latest Financial News Leadership Roundtable. Private markets have gone beyond an inflationary hedge and are now at the heart of asset management strategies. The future of private markets looks promising, with continual funding boosts, increased liquidity, and a strong embrace of automation, digitisation, and technology. These trends indicate that institutional investors are likely to increase their allocations to infrastructure, private debt, and private equity in the coming year. Read more about Financial News’ Leadership Roundtable: https://lnkd.in/ezSSpnUi #FinancialNews #London #AssetManagement #AssetClasses #PrivateMarkets

As investment managers begin to set their strategies for 2024, they face a dynamic global economic landscape. How will #inflation dynamics, tech #innovation, private and equity markets, and other #economic trends impact asset management in the coming year? Delve into the five trends that are expected to play a critical role in creating risks and opportunities for the industry, identified by J.P. Morgan Asset Management’s Karen Ward (pictured) at this year’s #FundsCongress.  Carne Group Dechert LLP PwC 📍 Read the article > https://bit.ly/3OIw4rm #investmentmanagement #privatemarkets #pwc #assetmanagement

#EmergingMarkets are major drivers of the global economy 👉 https://lnkd.in/eddazV45 Jeffrey Wang, Senior Equity Analyst at Macquarie Asset Management, discusses how his team is navigating the changing emerging market investment landscape, and where they see long-term growth opportunities for investors.

🚨BlackRock Has Just Hit a Record $10.5 Trillion in Assets Under Management - The Q1 2024 Earnings Report Explained. Krugman Insights prides itself in providing Comprehensive and Reliable Analysis across Investment Banking, Private Equity and Asset Management. 💡 In a landmark achievement, BlackRock has announced a record-breaking $10.5 trillion in assets under management as of Q1 2024. This represents a significant 36% increase in profits, driven by a robust rebound in global equity markets. 🔎 The growth in assets under management is a result of favourable market conditions and strategic investments across diverse sectors. Despite a challenging economic climate, BlackRock's strategic initiatives have led to an 11% rise in total revenue, reaching $4.73 billion for the quarter. ✅ FULL ARTICLE HERE: https://lnkd.in/er45bXjU ✅ TRY 1 MONTH FREE HERE: https://lnkd.in/eBHYx37M #KrugmanInsights #BlackRock #AssetManagement #FinancialMarkets #InvestmentBanking #FinancialServices #MarketTrends #InvestmentStrategy #GlobalEconomy #Finance #WealthManagement #Innovation

In the latest edition of our monthly newsletter Portfolio Perspectives, we outline: ◾ Our view on market fears about the potential for a US recession ◾ Why we remain positioned for cautious optimism on equities ◾ Within fixed income, why we have incrementally added duration across our portfolios  Featuring insights from Joe Prendergast, Head of Investment Strategy, Brian Flavin FCA, Cert. in ESG Investing (CFA Institute), Senior Equity Research Analyst, and Moyah Flanagan, Fixed Income Strategist Read it here ➡ https://lnkd.in/eWws7zwu #MarketingCommunication

How will markets shift over the next 5 years? Pictet Asset Management’s Chief Strategist Luca Paolini discusses the trends, challenges, and opportunities that lie ahead for investors.   Learn more: https://lnkd.in/dAwW3eeE #Pictet #InvestmentInsights #SecularOutlook #AssetAllocation

The enshittification of publicly traded capital markets, characterized by lackluster performance and declining returns, has driven investors to seek alternative investment opportunities. BlackRock's recent acquisition can be attributed to this trend as investors turn to private vehicles for higher potential returns and increased transparency. The underperformance of the S&P 500 compared to inflation over the past decade has further fueled this shift, pushing investors to chase alpha - or excess returns - wherever it may be found in the market. Prequin, by packaging and selling data on alternative investments, plays a vital role in catering to the growing demand from investors looking to diversify their portfolios and minimize exposure to the uncertainties plaguing traditional capital markets. #investing #data #enshittification

Throughout 2023 and into this year, performance of many indices has been driven primarily by a handful of mega-cap US names. The so-called magnificent seven. Maroun Younes, Fidelity Global Future Leaders Fund co-manager, examines the investment implications of this market concentration and whether smaller businesses could provide greater opportunity. Will mega-caps continue to perform? https://lnkd.in/epu25siH

𝐒𝐞𝐥𝐞𝐜𝐭 𝐔𝐒 𝐒𝐦𝐚𝐥𝐥-𝐂𝐚𝐩 𝐒𝐭𝐨𝐜𝐤𝐬 𝐎𝐟𝐟𝐞𝐫 𝐚 𝐑𝐚𝐫𝐞 𝐂𝐨𝐦𝐛𝐢𝐧𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐂𝐨𝐦𝐩𝐞𝐥𝐥𝐢𝐧𝐠 𝐀𝐭𝐭𝐫𝐢𝐛𝐮𝐭𝐞𝐬 Michael Sesser, Lead Portfolio Manager at DWS Group, highlights a unique opportunity in select US small-cap stocks. These opportunities provide high profitability and growth potential at low valuations, emphasizing the need for skilled active management. 📊 Valuation Upside: High profitability and growth at compelling valuations. 🧠 Active Management: Importance of skilled management in a dispersed small-cap market. 🔍 Key Characteristics: High-quality business models, market dominance, capital allocation skill, and insider buying. Explore how DWS Group capitalizes on these opportunities for long-term returns. Read the full article➡️https://ow.ly/L22450SfmM0 #Investing #Finance #SmallCap #MarketTrends #DWS #InvestmentStrategy #Equities #ActiveManagement This is sponsored content.