🌟 The RoundUp Special Edition 🌟 Looking ahead... the #RathbonesAssetManagement fund managers share their outlooks for 2025. Alexandra Jackson Alan Dobbie, CFA Bryn Jones Carl Stick David Coombs David Harrison, CFA James Thomson Stuart Chilvers, CFA Will McIntosh-Whyte #ProfessionalInvestorsOnly #FixedIncome #Equities #MultiAsset #TheRoundUp
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Titan Fund Management Services has broadened its investment offerings to address the rising demand for personalized wealth solutions. This expansion reflects Titan’s commitment to providing flexible, client-centered investment strategies that cater to diverse financial needs. #TitanFundManagement #WealthManagement #InvestmentSolutions #FinancialPlanning
Titan Fund Management Services Expands Investment Offerings to Meet Growing Demand for Tailored Wealth Solutions - Global Private Banker
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Alternatives Dashboard || Q2 2024 (with a focus on our global listed property hedge fund, i.e., the Catalyst Alpha Global Real Estate Fund) The global listed real estate sector is navigating through a landscape of opposing forces: 🔹 Positive Fundamentals: Strong growth in distributable earnings and attractive dividend yields make for a compelling total return prospect in well-managed companies. 📈💰 🔹 Challenges: The sector faces pressure from a changing interest rate narrative and volatile bond yields. 📉 🔹 Tech Sector Influence: Traditional value sectors, including real estate, are taking a back seat to the AI sector. To put this into perspective, the tech-heavy Nasdaq composite delivered a return of 18.1% YTD, led by the Magnificent Seven, while US developed listed real estate delivered -0.8% in USD. 📊 🌟 Opportunity Ahead 🌟 We see listed real estate as attractive at these levels. With central banks starting to reduce rates globally, listed real estate should benefit from improved sentiment and earnings. The lack of new supply due to onerous funding terms over the last two years should create favorable demand-supply dynamics in the medium term. 🏠📉 💡 Throughout the quarter, our Catalyst Alpha Global Real Estate Fund continued to recycle relative winners into higher conviction opportunities with better risk-adjusted return outlooks. The fund is positioned in defensive sub-sectors with strong growth prospects, competent management teams, well-defined strategies, and robust balance sheets. The fund also shorts stocks that do not meet these criteria. 📊🏢 For a quick summary, check out our Q&A video (8 minutes) below covering our current views, positioning, and outlook of our Catalyst Alpha Global Real Estate Fund with Bénette van Wyk CA(SA), COO of Catalyst Fund Managers, and Marcus Erlank CA(SA), CFA, Hedge Fund Portfolio Manager and Director. 📽️ Refer to our full Q2 Alternative Dashboard for more information: https://lnkd.in/etcsjv3n #RealEstate #Investment #MarketTrends #GrowthProspects #hedgefunds
Catalyst Alternative Investments - Q2 2024
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Very excited to share this article! Today's most exciting strategies are private—impact investing, ag funds, VC—but putting them in your portfolio is still incredibly painful. We've worked tirelessly to integrate wealth onboarding with easy access to private markets, together with our terrific aligned partners like Vision Capital Corporation. Whether you're accessing private issuances directly or through an advisor, Mako makes the process as simple as a click. https://lnkd.in/e_jCshce
Automated Subscription Agreements: Transforming Fund Management
makofintech.com
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What does 2024 have in store for investors and their portfolios? Our partner, Zephyr, reached out to investment management experts to share key insights, which we’re bringing to you 🙌 Listen to Gert van der Geer, Pictet Asset Management, as he talks about thematic investing, locating trends and more! See more 👉 http://spr.ly/6041jzMTd #investors #invest #portfolio #assetmanagement #investmentmanagement
Adjusted For Risk Podcast: An investment management special
informaconnect.com
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The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management. In this article, Wealth Management EDGE speaker Aisha Hunt, Principal at Kelley Hunt, delves into the dawn of hybrid fund structures! Read her insights here: http://spr.ly/6047kXyxT Catch Aisha on stage on May 14 as she’ll discuss the market outlook for the year ahead! >> http://spr.ly/6048kXyxo #WMEDGE #InsideETFs #ETFs #investment
The Dawn of Hybrid Fund Structures: A Strategic Imperative for Investment Management Leadership
wealthmanagement.com
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Beyond the types of investments they hold, mutual funds also can be categorized based on their fund manager’s investment style—active management or passive management. See thrivent.com/social for additional information.
Active & passive fund management: What’s the difference?
thriventfunds.com
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Alternative asset classes are set to see the biggest increase in fundraising, according to our #Change2024 report. The report covers the views of 400 senior executives representing fund managers and institutional investors with a total of $3.3tn of assets under management. Read more here as covered by Real Deals: (subscription required) https://lnkd.in/e-QQPZbx #AssetManagement #FundManagement #AlternativeAssets #Research #Survey
Alternative asset classes set to see biggest increase in fundraising in 2024 | Real Deals
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The first mutual fund by Investit Asset Management Limited, designed to help you grow your wealth with confidence! Backed by our expert team and approved by BSEC, this fund is your pathway to smarter investments and brighter returns. 🔑 Key Highlights: ✅ Professional fund management ✅ Diversified investment strategy ✅ A step toward financial freedom 🚀 Don't just invest—Investit! Stay tuned for more updates. #InvestitGrowthFund #WealthManagement #SmartInvesting
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Core #ETFs can play an important role in portfolio construction. In this episode, Helen Hayes speaks to Hail Yang, Head of Product Content for iShares Canada, BlackRock about the use cases for Core ETFs and how they can fit into your investment portfolio. Watch here: https://bit.ly/3URuaaj #RBCiShares
ETFs in context: The Role of Core ETFs in a Portfolio
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The dawn of hybrid fund structures! The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management. Read on as Aisha Hunt, Principal, Kelley Hunt PLLC, explores this further >> http://spr.ly/6049whmk1 Catch Aisha on stage at Wealth Management EDGE as she will delve into the market outlook for the year ahead. Find out more here: http://spr.ly/6042whmky #WMEDGE #InsideETFs+ #ETFs #hybridfunds
The Dawn of Hybrid Fund Structures: A Strategic Imperative for Investment Management Leadership
wealthmanagement.com
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