It doesn’t phase Matthew McLennan that a value investing approach has been mostly out of favor since he took over First Eagle Investments’ Global Value team in 2008. “Being price sensitive has been a headwind when many stocks that have performed best have had valuations untethered to economic reality,” he says. “But committing to this philosophy means being willing to be short social acceptance, often for some time.” In the just-released issue of Value Investor Insight Matt discusses where he and his team are finding value today, including in such diverse areas as consumer healthcare, bicycles, real estate, banking, and energy infrastructure. https://lnkd.in/exNKTc36 #valueinvesting #stockresearch #valueinvestors #internationalstocks
Value Investor Insight’s Post
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Rosenberg argues for a Bullion-Bond Barbell strategy, but I'd argue the deep value and leverage available in the gold equities is more compelling. Despite the surge in gold price today, we have not yet seen flows into the gold sector that I expect. At some point, something will trigger the algos and they will deliver a decisive price move. https://lnkd.in/gn6xWbhK
Interest rates drive the cycle for asset markets: Rosenberg
bnnbloomberg.ca
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Real Estate Market Dynamics and 2024 Real Estate Forecast with Dan Niles Watch the full video here: https://lnkd.in/eBXTYxgB #realestateinvesting #Markets #etfs #investing #realestate with the ETF Nerds Dan Weiskopfm Michael Venuto, Cinthia Murphy, Michael A. Gayed, CFA & David Dziekanski
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Manager, Richard de Lisle kicks off the year with a VT De Lisle America Fund portfolio update: "The Fund gained 20% in 2023 and went to a new high. This was pleasing as it was a difficult year to do well in our neck of the woods, small-cap value. The S&P 500 equal weight was +12% and the Russell 2000 – the best small cap index - was at +15%. "We were overweight in financials and energy, two groups that were actually down on the year yet made up nearly 40% of the Fund. But we had so many doubles and triples in our cyclicals that the rest of the portfolio carried us. "We start 2024 with great optimism as this record valuation gap remains in our favour and the market continues to swing our way since the Fed pivot." #portfolioupdate #smallcap #value #investment Past performance does not predict future performance. Capital is at risk.
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Discover the latest insights on the real estate market in the new article from ETF Central. Dive into the earnings season, see how over 175 equity REITs and other real estate entities are capitalizing on the changing interest rate environment. Read more about how market dynamics are adapting and what it means for fund managers and investors in the private markets. https://lnkd.in/ekeA6dW2 #RealEstate #RealEstateInvesting
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🚀 𝗘𝘅𝗰𝗶𝘁𝗶𝗻𝗴 𝗡𝗲𝘄𝘀 𝗼𝗻 𝗜𝗻𝗱𝗲𝘅 𝗙𝘂𝗻𝗱𝘀! 📈 𝗛𝗲𝘆 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝗳𝗮𝗺, Ever wondered if index funds can truly deliver over 100% returns? 🤔 Blackford Capital has been diving deep into index funds lately, and is thrilled to share that some have achieved over 100% returns! 🌟 This incredible performance got us thinking about the power of passive investing and how it can truly transform portfolios. 💼 Have you explored index funds? 🤔 What's your experience been like? Let's discuss and learn from each other! 💬👇 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆: Investing in index funds can be a game-changer, but it requires patience, research, and trust in the process. #Investing #IndexFunds #Returns #FinancialFreedom #WealthManagement #BlackfordCapital #InvestmentSuccess #PatiencePays #MarketGrowth #StockMarket #InvestmentStrategy #PassiveIncome #Diversification #FinanceTips #PortfolioManagement #LongTermInvesting 𝐃𝐢𝐬𝐜𝐥𝐚𝐢𝐦𝐞𝐫: 𝐍𝐨𝐭 𝐒𝐄𝐁𝐈 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝
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Investors plan to increase allocation to secondaries in the coming year: Coller Capital. Secondaries emerged as the asset class with the second-highest anticipated allocation increase among investors after private credit, according to the firm’s Global Private Capital Barometer. Jeremy Coller #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/gtq9Dk7C
Investors plan to increase allocation to secondaries in the coming year: Coller Capital
secondarylink.com
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Fidelity’s head of real estate research provides an overlook over the transformations to expect in 2024 and the best strategies to deal with them: https://lnkd.in/dmtEB-Ge #Fidelity #realestate #investment Capital@risk
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Representing Sellers and Buyers Of Investment & Commercial Properties In South Florida As Managing Director of Sperry-RJ Realty
It’s Time For Investors To Get Off The Sidelines It’s time to dust off and start moving once again. And if conditions do improve, you’ll be even better off. Read more at https://lnkd.in/eudddevJ #cre #creinvestment #sperrycga #sperrycommercialglobalaffiliates #InternationalRealEstatePartners #IREP
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MoneyLetter: Weekly Market Minute 🌐 🕐 'Cracks in the Goldilocks Foundation?' In two minutes or less, we discuss what's affecting last week's market performance. Hosted by certified investment management analyst and Asset Strategy Director of Research Rosario "Sal" Salamone, CIMA®. MoneyLetter #Finance #Markets #StockMarket
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Oaktree Capital Management, L.P.’s European High Yield Bond PM Madelaine Jones, CFA on investors moving back into High Yield strategies on Bloomberg. Markets currently pricing central bank cuts earliest by 1H24 - would the trend last? Follow for the latest insights and news in Private Credit. #privatecredit #privateequity #goldmansachs #morganstanley #investmentbanking #creditrisk #investing
Madelaine Jones, CFA, Portfolio Manager for Oaktree’s European High Yield Bond and European Senior Loans strategies, joined Bloomberg TV’s Tom Mackenzie and Mark Cudmore for a discussion on the #highyield bond market. Watch: https://lnkd.in/eVpkMi6h #AlternativeInvesting
Hed: Yields in HY Space Now "Compelling": Jones
bloomberg.com
