Victor Smorgon Group’s Post

Peter Edwards, Victor Smorgon Group's Executive Chair features in the Financial Review's Fundie Q&A today, discussing the Victor Smorgon Partners Global Multi-Strategy Fund and the stocks fuelling the Fund's 22.6% return this financial year. The Fund invests thematically across Gold, Automation, Decarbonisation and Emerging Markets, with these themes being driven by de-dollarisation, geopolitical realignment, and critical mineral supply deficits. These are secular trends which the Fund anticipates will drive outsized returns. Joseph Sitch Cameron Judd Ben Salter Joshua Antico Nick Joel Stella Green

Join us in 𝟮 𝗱𝗮𝘆𝘀 at 𝘼𝙨𝙞𝙖𝙣𝙄𝙣𝙫𝙚𝙨𝙩𝙤𝙧's 𝟭𝟲𝘁𝗵 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗙𝗼𝗿𝘂𝗺 𝗞𝗼𝗿𝗲𝗮 at 𝗖𝗼𝗻𝗿𝗮𝗱 𝗦𝗲𝗼𝘂𝗹 to hear from industry leaders and enhance your investment strategies for the future. If you haven't registered yet, 𝘀𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝗻𝗼𝘄: https://bit.ly/4e0IeqA Discover why small-cap equities, despite underperforming large-caps recently, present valuable opportunities for institutional investors in this session with Hur-Ming (Ming) Wong, CAIA, Managing Director at Virtus Investment Partners, where the current valuation gap and reasons for optimism will be explored. Check out the final agenda and 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄: https://bit.ly/3z20GPN 𝗖𝗼-𝘀𝗽𝗼𝗻𝘀𝗼𝗿𝘀: S&P Dow Jones Indices | Virtus Investment Partners 𝗦𝗹𝗶.𝗱𝗼 𝘀𝗽𝗼𝗻𝘀𝗼𝗿: Vontobel #AsianInvestor #KoreaIIF #InstitutionalInvestment #PortfolioManagement #investors

LIVE from the Exchange Conference in Miami: Watch Rohit Mehta, President & CEO of Horizon ETFs, join Jill Malandrino on Nasdaq TradeTalks as they dive into the major trends among Canadian investors, and what’s on the horizon for markets in 2024. What are Rohit's top three #ETF trends? Income, Asset Allocation, and Overlays. https://lnkd.in/eQekjjCR #ExchangeETF #ETFs #Nasdaq #TradeTalks

Weekly Market Minute 🌐 🕐 (July 8, 2024) 'The Amazing Nasdaq!' 🔎 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®. YouTube link to this video: ⏩ https://lnkd.in/e-yn5NjN Asset Strategy #MarketTrends #EconomicData #TechStocks

ETFs are rapidly becoming a vehicle of choice for global investors. Discover the investor trends, opportunities, and product innovations shaping today's industry in our Global ETF Investor Report: https://lnkd.in/eKrKFU3z

ETFs are rapidly becoming a vehicle of choice for global investors. Discover the investor trends, opportunities, and product innovations shaping today's industry in our Global ETF Investor Report: https://lnkd.in/eu4ECQaQ

Join Andrew Surrey, Active Lead and Perry Marsden, National Active Investment Specialist at Vanguard, as they deliver a session titled 'Are Emerging Markets the next decade’s winner? How the World’s largest buyer of active has smoothed the journey to outperformance' at this week's Global Equities Market Focus. In this session Andrew and Perry will discuss why you should check how you are getting your exposure to EM equities for the coming decade. Limited spaces remain. Register now to hear from Andrew, Perry and a diverse group of fund managers: https://incm.pub/3Tituuq #fundmanagement #funds #globalequities #investmentmanagement #portfolio #equity #investmentweek

Alternative assets are consolidating, and much of that is occurring in North America, more specifically the US. In 2023, the $7.7tn in North American private capital AUM made up more than 57% of global AUM. The figure is even higher with hedge funds included. 🌎💼💰 𝗪𝗵𝗶𝗰𝗵 𝗳𝗮𝗰𝘁𝗼𝗿𝘀 𝘄𝗶𝗹𝗹 𝗹𝗶𝗸𝗲𝗹𝘆 𝗱𝗿𝗶𝘃𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗿𝗲𝗴𝗶𝗼𝗻 𝗮𝗻𝗱 𝘄𝗵𝗮𝘁 𝗯𝗮𝗿𝗿𝗶𝗲𝗿𝘀 𝗽𝗿𝗲𝘀𝗲𝗻𝘁 𝗵𝘂𝗿𝗱𝗹𝗲𝘀 𝗳𝗼𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀? 📈💡 Explore our latest Insights+ report, Alternatives in North America 2024: https://okt.to/7Xekt3 #alternativeassets #privatemarkets #privatemarketinsights

Cboe has a decades-long history of developing key indices that monitor #volatility and the movement of #derivatives #markets, providing hundreds of indices on both a proprietary and partnership basis. Our latest ETF Market article looks at Cboe’s index product development and the many indices available to #ETF issuers: https://lnkd.in/eZM6KAs7   For more information, please visit: https://lnkd.in/e-NyB8fH   #Index #CoveredCall #DefinedOutcome #Technology #Passive #Active #AssetManagement #Business #Investors #Traders #CapitalMarkets #Cboe   Saqib Khokhar Erik Sloane Rosie Rubie, Robert J. M. Joacim Wiklander Igor Cvetkovic Mike Stein Marcus Schlechta Steve Watson Bryan Blake Adam Inzirillo Cboe Global Markets 

ETFs are rapidly becoming a vehicle of choice for global investors. Discover the investor trends, opportunities, and product innovations shaping today’s industry in our Global ETF Investor Report. https://bit.ly/3L2iVay