Girls Who Invest’s Post

Eearlier this month I had the pleasure to moderate the Edmond de Rothschild Asset Management H2 Investment Outlook international press conference with Benjamin Melman, Jacques-Aurélien Marcireau, CFA, and Guillaume Laconi. Entitled "Political volatility and opportunities" the online event gathered 20 key financial journalists from 6 european countries. Key takeways: • For the 2nd half of the year, investors will have to contend with a fairly buoyant economic environment, but with political problems taking the upper hand • Within the equity markets, we favor #BigData and #Healthcare, and European small caps which are trading at highly attractive valuations, considering brighter economic environment and monetary easing already initiated • On the bonds market, we continue to prefer carry strategies and hybrid debt (corporate and financial) and plan to raise our exposure to emerging debt once the Fed’s pivot signal is strong enough Full analysis from our Chief Investment Officer Benjamin Melman here: https://lnkd.in/eN9gKyem

Tomorrow, August 14, Evan Frazier, CFA, CAIA will be speaking at the 8th Annual Private Wealth Midwest Forum hosted by Markets Group in Chicago. Evan will be moderating a panel entitled, “Alternative Investments – Time to Shine,” discussing risks and opportunities and manager selection in alternative investment strategies, as well as joining a panel entitled, “The Equity Equation: Evaluating Impact on Portfolios,” addressing asset allocation across different equity sectors, active vs. passive management, and maintaining a long-term perspective in equity investing. https://bit.ly/EFmgmwf2024

This week's Adviser Catch-Up featured special guest John Lockton , Head of Investment Strategy at Sandstone Insights, a premier equity research platform, and part of MST Financial. John joined Sandstone Insights in 2022 after spending 12 years at Wilsons Advisory as Head of Australian Equities. His primary areas of focus were equity strategy, security analysis, and portfolio management. John discussed themes for share market investors in 2024 including: - The case for an improvement in Australian earnings over 2024 looms. - Identification of companies that are best positioned into the new year. - Artificial intelligence, lithium, and weight loss drugs ignited investors' imagination in 2023. We outline themes for share market investors in 2024. In conclusion, our advisers engaged in discussions around what Research Houses they use for Equity and Managed Fund research. #financialadvisor #InvestmentTrends2024 #EquityGrowthStrategies #FinancialAdviserNetwork #InnovativeInvesting2024

225 investors, 25 students, 9 breakout panels, 6 research papers, 4 keynotes, and one CIO roundtable: the Alternative Investments Conference is this Thursday. * Mapping Private Equity’s Gender Gap - Michael Ewens * Building Data-Driven Private Investment Businesses - Drew Conway, Two Sigma * New Evidence on Private Capital Returns and Risks - Ashley Lester, MSCI Inc.; MSCI Private Capital Solutions * Hotter Days, Power Plays, and the Conflict Maze - Michelle DiGruttolo Although we're completely sold out this year, please get in touch if you'd like to be added to our registration list for 2025. - with Gregory Brown; Sarah Franks; Melissa Waller; Dorothy Hibbard; Brooke Dever

📊 **Explore the Latest Trends in Global Private Equity** 📊 The newly released "Coller Capital Global Private Equity Barometer - Summer 2024" provides an in-depth analysis of current trends and future expectations in the private equity sector. This comprehensive report presents insights from private equity investors worldwide, addressing topics such as market growth, investment strategies, and key challenges facing the industry. 🔗 **Source:** [Coller Capital Global Private Equity Barometer - Summer 2024](https://lnkd.in/gqs25-zg)

We are so excited to hear the insightful panel discussions at our sold-out marquee conference TIDE SPARK. Including: - "How to Apply a DEI Lens to Public Equity Investing" - "Understanding the Opportunity Set in Private Equity: An institutional LP perspective" - "Absolute Return: Opportunities, Assessment & Allocations" See you all there!

Ned Davis Research | Final Equity Upgrade While many investors were cautious coming into 2023 as they focused on how the market should be acting in the face of a potential recession and Fed tightening, the NDR weight-of-the-evidence approach gave our team the confidence to maintain an overweight stance on equities since the initial global upgrade on December 1, 2022. Throughout last year, they consistently shared what they were monitoring to determine subsequent position shifts. In response to recent developments in their models, watch reports and indicators, NDR Chief Global Investment Strategist Tim Hayes and Chief U.S. Strategist Ed Clissold, CFA are kicking off 2024 with maximum equity positions in their respective asset allocation frameworks.   Happy New Year! #assetallocation #equitymarkets #technicalanalysis The degree of unprofitable anxiety in an investor’s life corresponds directly to the amount of time one concentrates on how the market “should be" acting rather than the way it actually is acting. ~ NDR Founder, Ned Davis

At this time of crisis for this brilliant. British financial sector, discussing how to get rid of the regulatory roadblocks that have stymied investment is so important. The future is for real assets and listed investment companies are an ideal way for many investors to buy ready made diversified portfolios managed by experts.

Here are the free notes of a top-notch equity research by Global Consilient Research & Piyush Kumar Save and share it with others as well! Follow Soorya Ramanj & hit the bell icon! #equityresearch

Our manager, Colm Walsh, recently discussed his outlook for private markets in 2024, alongside other panellists at the Edelman Smithfield Investor Summit 2023. Capital at risk*. The Edelman Smithfield Investor Summit is an event bringing together some of the world’s largest and most influential investors. At this year’s Summit investors offered some of their insights on the global macroeconomic environment, fixed income, equities, ESG and private markets for the year ahead.  #PrivateEquity #ListedPE #InvestmentTrusts #Investing *Investments involve risks, including the risk of capital loss. Past performance is not a reliable indicator of future results.