Connor Fitzgerald, fixed income portfolio manager, shares his latest views at Wellington Management’s client luncheon in Hong Kong last week. In the highly interactive session hosted by Patricia Goodstadt, Investment Director, Connor spoke about the benefits of embracing a dynamic, total return approach in structuring fixed income portfolios. Staying opportunistic and flexible, with a focus on both income and capital appreciation, are key considerations for investors looking to generate consistent total returns amid today's environment of higher rates and higher volatility. Thank you to everyone who attended the event. Read more of Connor’s perspectives here: https://lnkd.in/gKX37Hqj #assetmanagement #activeinvesting #fixedincome
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Our Chief Investment Officer, Chris Paton, recently sat down with Financial Standard for an in-depth product showcase, discussing the newly launched La Trobe Global Asset Management Strategy. This strategy was designed to help local investors capitalise on global opportunities, particularly the rebuild of the US middle market—the world’s third-largest economy. In the interview, Chris also delves into the growing Private Credit sector, highlighting the tailwinds that are set to impact this asset class in the coming years and how savvy investors can seize these emerging opportunities. Read more: https://lnkd.in/g7s4iK3n La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence No. 222213 is the responsible entity of the La Trobe US Private Credit Fund ARSN 677 174 382. Before investing, consider the relevant Product Disclosure Statement and Target Market Determination available on our website at latrobefinancial.com.au #LaTrobeFinancial #GlobalAssetManagement #PrivateCredit #InvestmentStrategy #USMarket #USA #AssetManagement
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Is it time to De-Risk your Fixed Income exposure? Please check out our upcoming webinar with affiliate CS McKee! #northsquareinvesments #csmckee #fixedincome #webinar
𝐖𝐄𝐁𝐈𝐍𝐀𝐑: 𝐈𝐬 𝐍𝐨𝐰 𝐭𝐡𝐞 𝐓𝐢𝐦𝐞 𝐭𝐨 𝐃𝐞-𝐑𝐢𝐬𝐤 𝐘𝐨𝐮𝐫 𝐅𝐢𝐱𝐞𝐝 𝐈𝐧𝐜𝐨𝐦𝐞 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨? With renewed excitement around the asset class, comes new challenges. Challenges we feel are best addressed via active portfolio management. Please join CS McKee Chief Investment Officer and Portfolio Manager Brian Allen on 𝐖𝐞𝐝𝐧𝐞𝐬𝐝𝐚𝐲, 𝐌𝐚𝐫𝐜𝐡 𝟐𝟎𝐭𝐡 𝐚𝐭 𝟏𝟐:𝟎𝟎 𝐩.𝐦. 𝐄𝐃𝐓/ 𝟏𝟏:𝟎𝟎 𝐚.𝐦. 𝐂𝐃𝐓 for a recap of fixed income markets so far in the first quarter of 2024 and a “deep dive” on key themes across fixed income markets. Brian will also address portfolio positioning ideas for 2024, including the potential opportunity he sees government agency securities. Please use the following link to register: https://lnkd.in/eURkujqx #fixedincomeinvesting #CSMcKee #NorthSquareInvestments
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Partner Insight: A maturing real estate market is gaining new investors. Invesco Ltd. There are green shoots in the real estate market as signs institutional investors are increasingly returning to the asset class. https://incm.pub/44XFshA
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What's next for global property markets? Schroders Global private real estate fundraising has slowed dramatically during 2024 to date, with Preqin registering $43.9bn of new capital raised, materially behind the pace of activity in recent vintages. 🔗 Read the full article on Investment IQ: https://lnkd.in/eJBrsr3k #investing #assetmanagement #wealthmanagement #finance
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What's next for global property markets? Schroders Global private real estate fundraising has slowed dramatically during 2024 to date, with Preqin registering $43.9bn of new capital raised, materially behind the pace of activity in recent vintages. 🔗 Read the full article on Investment IQ: https://lnkd.in/eJBrsr3k #investing #assetmanagement #wealthmanagement #finance
What's next for global property markets?
investmentiq.co.uk
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Market sell-offs can be unsettling, but they might also be the perfect time to discover hidden gems. For Nicolò Bragazza, CFA, CAIA, Associate Portfolio Manager at Morningstar Investment Manaagement, there are plenty of sector opportunities he is spotting amidst the volatility 📊✨ #MarketSellOff #InvestmentOpportunities #StockMarket #MarketVolatility #WealthBuilding #BuyTheDip #SmartInvesting #FinancialPlanning #RiskAndReward #InvestmentStrategy #WealthManagement #LongTermInvesting #EconomicTrends #MarketInsights #PortfolioManagement #StockMarketTips #MarketAnalysis #FinancialFreedom #ValueInvesting #PersonalFinance #InvestmentGoals #MarketTrends #StockMarketNews #FinancialSecurity #SmartMoney https://lnkd.in/e3MkV6VH
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Betashares’ Tony Pattison explains how professional investors - like private banks, wealth groups and family offices - are using ETFs to build and complete their investment portfolios across a range of asset classes. Read more via FS Private Wealth: https://lnkd.in/g8fs6M4C
Big investors use ETFs to complete portfolios
fsprivatewealth.com.au
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Join us on Asset TV for an enlightening Discretionary Fund Management Masterclass featuring Roland Gräbe, CFA, Interim Chief Investment Officer at Old Mutual Multi-Managers. In the masterclass, Roland shares valuable insights on economic fundamentals, including the rand, the economic volatility, upcoming elections and their impact on investors. He also delves into asset classes, discussing risk factors and opportunities between local and global equities. Roland then closes off by outlining the pivotal role of Discretionary Fund Management for advisors in investment education. Don't miss out on this insightful discussion. Watch now: https://lnkd.in/dfkymJTC #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning
DFM Masterclass
assettv.co.za
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What are the top trends impacting fund finance? Barings’ Head of Portfolio Finance Dadong Yan will discuss his team’s approach to providing investors access to a unique investment grade asset class as part of a panel discussion at SuperReturn CFO / COO North America. #SuperReturn https://ow.ly/vwVL50Rynyz
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What's next for global property markets? Schroders. Global private real estate fundraising has slowed dramatically during 2024 to date, with Preqin registering $43.9bn of new capital raised, materially behind the pace of activity in recent vintages. 🔗 Read the full article on Investment IQ: https://lnkd.in/eJBrsr3k #financialadviser #investment #investmentmanagement #finance
What's next for global property markets?
investmentiq.co.uk
