Vergent Asset Management LLP’s Post

In our 1st quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter. https://lnkd.in/gDjfdFUp

In our 1st quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.  https://lnkd.in/g3ngjQ6t

Rockefeller Asset Management is delighted to share our “Perspectives on the Year to Come”. This paper offers insights from our portfolio managers specializing in Small Cap, Global and International Equity, Fixed Income and Thematics. Each portfolio manager shares what lessons they learned in 2023, and where they see opportunities in the next 12 months. To access “Perspectives on the Year to Come”, click on the link below: https://lnkd.in/e3SWQQpF

Investors confidence is increasing, according to Bruce Flatt.

Rockefeller Asset Management shares their Perspectives on 2024 and lessons from 2023.

I think this study by our neighbours at Scotiabank GAM illuminates unsurprising stats we might have gut feelings about as financial professionals: most clients are feeling negatively towards their investments in this current landscape - but those with a #financialplan are considerably less anxious or worried about their futures. When we talk about #investing as advisors #risk is often considered a very nebulous thing. "This balanced fund is 'less risky' than that equity fund", "stocks are 'more risky' than bonds"... but do clients actually understand what we mean by that? Because we're really referring to volatility and historical performance data based on time horizon and goal setting... ...or at least that's the idea. When I see stats like this I wonder if clients are being properly prepared for what "the ride" actually looks like as an investor, and how #volatility, #inflation, or other macro-effects can have on their plans. The irony is that smart investors know these past few years are not "bugs" in our system, but features (for better or for worse), and if they are adequately understanding the basics of investing they would likely be in that category who feel it's still a good time to invest. And with a true financial plan they'd know the real time to make investment changes is when it has a material effect on your plan... the rest is noise. #investing #financialplan #financialresearch #markets

▶️ Watch this timely conversation with #Desjardins Global Asset Management’s Christian Crête, Senior Portfolio Manager, Global Top-down Strategies. Topics covered include: ✅ Context on recent market volatility: Monetary policies, geopolitics, and world trade ✅ Key risks to monitor: Public debts and deficits, unemployment rate, impacts on the financial sector ✅ Investment opportunities provided by the recent market downturn Watch now! 👇 https://bit.ly/3WEPZKR (For advisor use only.) #FinancialAdvisors #WealthManagement

▶️ Watch this timely conversation with #Desjardins Global Asset Management’s Christian Crête, Senior Portfolio Manager, Global Top-down Strategies. Topics covered include: ✅ Context on recent market volatility: Monetary policies, geopolitics, and world trade ✅ Key risks to monitor: Public debts and deficits, unemployment rate, impacts on the financial sector ✅ Investment opportunities provided by the recent market downturn Watch now! 👇 https://bit.ly/4dzev7g (For advisor use only.) #FinancialAdvisors #WealthManagement

Asset owner surveys are a valuable resource for investors and asset managers/advisers. They provide insights into expected changes in asset allocation trends. Recent studies show agreement on rising allocations to Private Credit, Infrastructure, and Investment Grade Bonds, but a lack of consensus on trends for Cash, Real Estate, and Equity.

How are Investors feeling towards the current financial landscape? Nearly 6 in 10 (58%) of respondents in our recent research with Scotiabank Global Asset Management are concerned, worried or anxious about their investments. Learn more about the key findings https://lnkd.in/dn53_aH9 #FinancialPlanning #FinancialResearch