William Heaphy, CFA, portfolio manager, and head of the U.S. value equity team, and Matthew Fleming, CFA, portfolio manager, and research analyst, share in an interview with Value Investor Insight how the William Blair Small Cap Value strategy seeks to provide success in both up and down markets. For insights on portfolio holdings and their investment philosophy, read the full article here: https://lnkd.in/gqJfH8Tw
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Read the latest issue of Beyond 60/40 where we highlight alternative investments research and insights from industry leaders, including Brookfield Oaktree Wealth Solutions, Institutional Investor, Pantheon, and Nuveen, a TIAA company. https://lnkd.in/eYd377is
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John Chang, Senior Vice President of National Research and Investor Relations, recently shared his insights on the current state of commercial real estate investments. In a video on industry trends, he highlighted the differing perspectives of institutional and private investors. While institutions anticipate further market correction, private investors maintain a more optimistic outlook, focusing on long-term gains. Despite challenges, investors remain active, diligently evaluating deals to secure profitable opportunities. Pricing trends vary across property types and markets, with some showing signs of stabilization while others continue to soften. https://lnkd.in/gb84t5qz
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According to the latest forecast from Preqin private wealth investors believe alternative assets will continue to play a significant role in their portfolios despite the macro-economic challenges we're facing. Read the full article for a comprehensive analysis of the alternative assets landscape, highlighting key trends and opportunities for wealth managers. This is sponsored content. ⬇️ https://ow.ly/sJZh50Q16H3
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Interested in the future of data and technology? Make sure to register for the #FACTSETFOCUS Conference and attend the "Efficient Frontier of Portfolio Management" session hosted by Kelsey Syvrud, PhD, our Director of Investment Strategy!
You won’t want to miss the opportunity to attend our “Efficient Frontier of Portfolio Management” session at #FACTSETFOCUS! Whether you are a portfolio manager or financial advisor, Kelsey Syvrud, PhD, Director of Investment Strategy at Fire Capital Management plans to provide you with the knowledge and tools needed to make better-informed decisions in portfolio management and achieve optimal risk-return trade-offs. Get your tickets here: https://bit.ly/3NqWlK9 #r/evolution #innovation #GenAI
FOCUS 2024 User Conference
focus.factset.com
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Julian Salisbury, Co-CIO of Sixth Street shares insights on evolution of private capital, recent trends in markets, and cautions against asset liability mismatch. Leads to the interesting space of liability driven investment (LDI) which may be worth exploring. Follow for more insights in private credit and alternative investment. #privatecredit #privateequity #investing #investmentbanking #assetmanagement
Julian Salisbury joined Bloomberg Wall Street Week for his first television interview since joining Sixth Street as Co-Chief Investment Officer to discuss the private capital landscape, sectors where we see opportunity, and the importance of patient capital. Click the link below to watch.
Most Active Form of Active Management
bloomberg.com
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Ali Dibadj, CEO, shares the industry topics he’s hearing most in conversations with asset allocators, family offices, end-clients, colleagues, investors, and others he meets around the world. How are allocation trends changing and where are active managers making a difference at a service and product level?
Investing Together: Client Conversations
janushenderson.com
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With today’s macro landscape becoming increasingly complex, taking a one-size-fits-all investing approach may not make sense for your portfolio. Fidelity’s solutions for institutional investors aim to be custom-fit to your specific needs, powered by our highly skilled teams’ deep expertise to help your firm reach its objectives. Find out how Fidelity portfolio managers like Erika Murphy, CFA, CAIA ensure that they’re uncovering their highest conviction ideas on behalf of our clients. https://bit.ly/46yvILD
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Founder & CEO @ Wealth Trust Capital Services | Helping people to plan secure financial future through personalized and strategic financial planning | Wealth Manager | Portfolio Manager | Investor | Public Speaker |
Time to Exit? Short Answer - No! Stay Invested! Read on our Monthly Outlook for April 2024. A curated synopsis of the month that went by and what to expect here on- through the lens of WealthTrust Capital Services Research Desk!
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Weekly Market Minute 🌐 🕐 (May 20, 2024) 'Dow 40,000!' 🔎 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/ezAEy_bS Asset Strategy #Finance #Markets #StockMarket
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Growth Venturist | Consultant | Innovation | Fintech | Banking Products | CFA Level 3 Candidate
📊 Exciting News! Together with Gavin Ryan we have successfully concluded an in-depth analysis on the Private Equity Market in the region. 🌐 Stay tuned for highlights and more details, coming soon!
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