Seeds’ Post

At Primgro Asset Management, we embrace this timeless wisdom. While market conditions may fluctuate and new trends emerge, we believe in the power of data-driven decision-making and staying grounded in proven investment principles. Our team is committed to providing our clients with sound financial guidance based on thorough research and analysis. In an ever-changing landscape, it's crucial to remain vigilant and not be swayed by short-term narratives. By adhering to disciplined strategies and maintaining a long-term perspective, we help our clients navigate uncertainties and strive for financial success. Let's work together to build a resilient investment portfolio that withstands the test of time. Reach out to us today to learn more about our approach to wealth management. #Investing #FinancialWisdom #PrimgroAssetManagement #LongTermInvesting #DataDrivenDecisions #sirjohntempleton

Want to stay ahead of the curve on your investing journey? Satovsky Asset Management's Quarterly Market Review is packed with insights, offering a clear perspective on the factors driving market trends. Get the full breakdown here: https://lnkd.in/g3r3Vxe2 #MarketTrends #Investing #FinancialPlanning The Satovsky Asset Management team is here for you, learn about our hyper-personalized approach to wealth management at satovsky.com

🗣 "We're still hungry" I sat down with Mohammed Amor and Simon Gottelier of Thematics Asset Management to understand how the company has evolved and changed in the five years since the partners span out of Pictet to go it alone. In this interview, we looked at the growth of their strategies and where they believe the true state of the thematics market place is today. https://lnkd.in/eDrVk6sY

Unpack the #GlobalEquities landscape with Olwethu Notshe, CFA, CAIA, CQF, Sentio Capital Management, and Andreas Jan van der Horst, MAZI ASSET MANAGEMENT, in this Masterclass👉 https://lnkd.in/dBewQVie Hear insights into whether the place to be is active vs. passive, weighting in portfolios of the Magnificent 7, the potential upside for the next 12 months in a global equity portfolio, and more.

Watch now | Robin Johnson, Head of Investments, hosts an insightful panel discussion with our expert Best of Breed™ partners who manage the funds in the Nedgroup Investments Flagship Fund Range. The panel discussion, titled “Rate cuts and the impact on asset classes” kicks off with a question to the panel on how many interest rate cuts they expect the US to implement in 2024. Our experts also share their views on the economic patterns they see coming out of the US and how these are likely to impact asset classes going forward, as well as some insights on portfolio construction strategies during times of market volatility. Watch the full video here: https://ow.ly/jtiL50QNyiG Our Flagship Fund Range panel discussion is joined by portfolio managers: Omri Thomas and Lara Dalmeyer from Abax Investments, Nick Balkin from Foord Asset Management, Walter Aylett from Aylett & Co. Fund Managers and Nicole Agar from Truffle Asset Management. The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: https://ow.ly/mbtR50QNyiF. #NedgroupInvestments #FlagshipFundRange #InvestmentInsights #EconomicOutlook #PortfolioConstruction #MultiAssetInvesting #AssetManagement #InvestmentStrategy

Watch now | Robin Johnson continues his discussion with our expert Best of Breed™ fund manager partners in this video titled, “Prospects for the SA consumer and equity market”. The panel shares their views on the prospects SA consumers may have in 2024, how global market activities could affect the local economy and what other asset classes are worthwhile for investors during these volatile market conditions. They also share expert insights on the fundamental changes required to achieve the level of relief consumers are looking for. Watch the full video here: https://ow.ly/bEq850QTZfY Our Flagship Fund Range panel discussion is joined by portfolio managers: Lara Dalmeyer and Omri Thomas from Abax Investments, Nick Balkin from Foord Asset Management, Walter Aylett from Aylett & Co. Fund Managers and Nicole Agar from Truffle Asset Management. The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: https://ow.ly/h4wK50QTZfZ #NedgroupInvestments #FlagshipFundRange #InvestmentInsights #EconomicOutlook #EquityMarkets #MultiAssetInvesting #AssetManagement #InvestmentStrategy

Fund factsheets are indispensable tools that inform investment decisions and build investor confidence. Creating high-quality documents for cross-border distribution while meeting high standards of accuracy, timeliness, and engagement is a resource- and cost-intensive challenge for Asset Managers. FE fundinfo’s Mastering Fund Factsheets guide is the key to unlocking superior standards in your factsheet production. Immerse yourself in advanced techniques that promise accuracy, timeliness, and engaging content, all while streamlining your processes to free up valuable team resources. Are you ready to transform your fund factsheets production process? Download your expert guide now. https://bit.ly/4d183pJ #Ad

A thoughtful look at a timely topic in our current valuation and debt cycle.

Hidden in Plain Sight: Uncovering the gap between the plan and portfolio. Martin Tarlie discusses at the Advyzon Conference why asset allocation is an often-overlooked component of the investment management process, but it is arguably the most important. This is effectively at the core of what Nebo is solving for – we're pioneering personalized asset allocation, tailored to each client's unique needs and circumstances. Watch how we redefine asset allocation for a tailored investing experience. P.S. Curious, on a scale from 1 to 100, how important do you think asset allocation is to a portfolio’s return? #AssetAllocation #Investing #personalization