Wellington Management’s Post

What goes into uncovering a potential catalyst for value creation? Research, engagement and collaboration. Hear details of a recent case study from veteran investor and automotive Global Industry Analyst, Saul Rubin. Learn more: https://lnkd.in/e8kT8q-C

What goes into uncovering a potential catalyst for value creation? Research, engagement and collaboration. Hear details of a recent case study from veteran investor and automotive Global Industry Analyst, Saul Rubin. Learn more: https://lnkd.in/d_w7-Krz

💡 How can investors capitalize on the potential opportunities provided by covered calls? Read the concluding Quanta bytes article in a series on covered calls by my colleagues in Quantitative Investments to find out: https://bit.ly/46eNOlE #QuantitativeInvesting

Our latest newsletter, “Our Two Cents,” features Garrett Nel one of New Road Capital’s talented investment analysts who discusses the intricacies of Modern Portfolio Theory. 👀 Garrett clears up some common misconceptions and highlights why simply taking on more risk doesn’t guarantee higher returns. Dive into this insightful piece and learn why finding the optimal portfolio requires expertise and strategy.🚀📊

💡 How can investors capitalize on the potential opportunities provided by covered calls? Read the concluding Quanta bytes article in a series on covered calls by my colleagues in Quantitative Investments to find out: https://bit.ly/4c3Os6S #QuantitativeInvesting

Discover exclusive polling data and get insights on the industry's reaction to the Advice Guidance Boundary Review proposals. Our research covers 32 life companies, advisors & wealth managers, platforms & technology providers, and banks & personal savings providers. Download our whitepaper The land that RDR forgot: regenerating mass-market investment advice. Link in the comments 🔽 Chris McCullam | Robert Holford | Sam Turner | Jonathan Warren | Rory Gravatt | Martyn Evans

💡 How can investors capitalize on the potential opportunities provided by covered calls? Read the concluding Quanta bytes article in a series on covered calls by my colleagues in Quantitative Investments to find out: https://bit.ly/4bWmhXE #QuantitativeInvesting

Are you investing in a manner that is relevant in today’s world? From my fund managers, New Road Capital. This article is about understanding the modern portfolio theory and how it’s relevant to you. Understanding Modern Portfolio Theory (MPT) and Its Relevance Today 📈 Modern Portfolio Theory (MPT), developed in 1952, helps investors create portfolios that aim to maximise returns for a given level of risk. ❗ A common mistake is thinking that taking on more risk will always lead to higher returns. This isn't always true. Our analysis shows little connection between how risky a stock is and how much return it provides. Investment managers must carefully balance different investments to get the best possible returns. Just picking the most unpredictable stocks won't necessarily lead to success. Stay informed and make smart choices. To find out more, contact me on 079 340 0312 or email me at mikael.kotze@liblink.co.za. Envestpro is an affiliate of Liberty Group Limited. Liberty Group is a licensed Life insurer and an Authorized Financial Service Provider. (no.2409) The content of this post does not constitute advice by Envestpro. #InvestmentStrategy #PortfolioManagement #RiskManagement #ModernPortfolioTheory #FinancialPlanning

Explore the evolving landscape of EM investing. Our new research paper delves into the interplay of fundamental and quant strategies, offering insights for diversified portfolios. Download to learn more. #Emergingmarkets #Robecoresearch #Diversify https://ro-be.co/yj93ej9e

With sovereign wealth funds, family offices and large institutions allocating to climate investing in droves, we are excited to hear from Luke Oliver with KraneShares today on why having an allocation to the carbon markets is a must have in your clients portfolios. See you at 2pm est! Register: https://lnkd.in/gDppArGf #etfinvesting #climateinvesting #carbonmarkets #kransahres