Virtus Investment Partners’ Post

KAR’s Portfolio Manager and Senior Research Analyst, Julie Kutasov, divulges the hurdles investors face with small-cap investments, and how selectivity can be the key to entering the space, with Karen DeMasters of Financial Advisor Magazine.   #SmallCaps #Investing #HighQuality

The so-called Magnificent 7 stocks continue to drive stock markets higher, resulting in elevated valuations. What perspective might investors find valuable in this environment?   Read this week's #PortfolioManagerInsights to learn more: https://bit.ly/3SWlGh9 Kingsview Partners Kingsview Wealth Management   #investor #investorcommentary #investmentmangement

Some smaller companies have the potential for higher returns, but Simon Shields, Monash Investors, highlights the need to understand the risks and the reasons why they have underperformed. Read now on ASX Investor Update  #SmallCapStocks #InvestmentTips #ASXInvestorUpdate

Pinnacle makes the case that current market conditions are encouraging for small caps to reward investors in its recent white paper entitled “It’s Time to Own U.S. Small Capitalization Equities,” as highlighted in a recent issue of Institutional Investor.   #investing #stocks #equities #smallcaps

Some smaller companies have the potential for higher returns, but Simon Shields, Monash Investors, highlights the need to understand the risks and the reasons why they have underperformed. Read now on ASX Investor Update  #SmallCapStocks #InvestmentTips #ASXInvestorUpdate

Today’s stock market activity was influenced by several key factors. Here’s a detailed look at the major events shaping the markets today. https://lnkd.in/dKgvbja2 #microcaps #finance #financenews #stockmarket #stockmarketnews #investing

Many Australian financial advisers get to have this conversation with their client at lunch as we all head into the last quarter of the financial year: “Hello Mr and Mrs Client, we believe the last quarter is set up quite nicely but regardless, what a great 12 months we’ve just had in Australian stocks. You’re up 11.8% in value and you made another 4% in dividend yield. Add a bit for the franking credit and you’re close to a 17% total return for the year. That’s amazing!! Now, let’s order another bottle of wine and talk about the Broncos and the Matildas.” Doesn’t that sound good, a 17% all-in total return? One small problem.....it entirely ignores the readily available options. Let me show them to you: S&P 500             35.5% total return Nasdaq 100       46.0% total return Global Shares 27.0% total return And there is no great burden to get that return - just as easy, just as liquid, about the same cost, and the volatility (or risk, or standard deviation) is, for the purposes of this exercise, functionally the same. That is: ASX 200 volatility averages at around 14 S&P 500 volatility averages at around 17 Nasdaq 100 volatility averages at around 18 Global shares volatility averages at around 15 Wealth management is a very personal business so look for a firm you like and trust. However, if that firm isn’t talking to you about different sources of return other than Australian shares, I’d respectfully posit to you that you need to keep looking.

The first quarter of 2024 was a reminder of one of the most powerful drivers of equity markets: momentum. Read more in the March 2024 CBIZ Market Update by Anna Rathbun, CFA, CAIA. #MarketUpdate

The first quarter of 2024 was a reminder of one of the most powerful drivers of equity markets: momentum. Read more in the March 2024 CBIZ Market Update by Anna Rathbun, CFA, CAIA. #MarketUpdate

The first quarter of 2024 was a reminder of one of the most powerful drivers of equity markets: momentum. Read more in the March 2024 CBIZ Market Update by Anna Rathbun, CFA, CAIA. #MarketUpdate