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🔍 Sherlock's Clues (Ep. 9) - Evaluating Emerging Markets 🔍 I'd like to share some insights from my recent discussion with David Jauregui, Client Portfolio Manager at Lazard Asset Management, on the evolving landscape of emerging markets! Key points discussed: 📊 The unique characteristics that set emerging markets apart 🌐 Economic outlook for emerging markets and potential opportunities 💰 Valuation discounts in emerging markets ⚖️ The importance of active management 📈 Investment strategies employed by Lazard Asset Management Welcome to the Sherlock’s Clues webcast, your guide to the world of wealth management. Join us as we host subject matter experts to unravel the complex world of investing. 🔗 Watch the full episode here: https://lnkd.in/e9SnY7a9 #SherlocksClues, #TheSherlockGroup, #EmergingMarkets, #WealthManagement, #Economy, #Investing, #MonetaryPolicy, #ActiveManagement

#EmergingMarkets are major drivers of the global economy 👉 https://lnkd.in/eddazV45 Jeffrey Wang, Senior Equity Analyst at Macquarie Asset Management, discusses how his team is navigating the changing emerging market investment landscape, and where they see long-term growth opportunities for investors.

🔗https://lnkd.in/gy-VypB3 Join key investment leaders for a live, interactive discussion about trends shaping markets in 2025 and beyond. Hear unique perspectives on opportunities and potential performance drivers for equities, fixed income, private credit, and portfolio construction going forward. Principal Asset Management Seema Shah Michael Goosay George Maris Todd Everett Todd Jablonski 🔗https://lnkd.in/gy-VypB3

Partner Insight: Quality growth investing helps build resilient portfolios Investors seeking stocks to weather all market conditions may find solace in quality growth companies, which have historically proven their ability to deliver superior returns, says Obe Ejikeme, Fund Manager of FP Carmignac Global Equity Compounders. https://incm.pub/4fZHLW8

Thematic investing can provide a differentiated way to generate wealth in contemporary markets by strategically envisioning the future through an investment portfolio while tapping into the powerful, universal appeal of a good story. #alliancebernstein #thematicinvesting https://lnkd.in/gWvYijjY

Partner Insight: Quality growth investing helps build resilient portfolios Investors seeking stocks to weather all market conditions may find solace in quality growth companies, which have historically proven their ability to deliver superior returns, says Obe Ejikeme, Fund Manager of FP Carmignac Global Equity Compounders. https://incm.pub/4fZHLW8

In this Masterclass, four panelists explore what makes model portfolios unique, the advantages of investing in models in today's environment, and the investment benefits of model portfolios 👉 https://lnkd.in/eVqgmC7E Columbia Threadneedle Investments, US' Andrea Bartolo, Janus Henderson Investors' Adam Hetts, CFA, Natixis Investment Managers' Brian Kmetz, CFA, CIPM, and WisdomTree Asset Management's Tom Skrobe also discuss the outlook for models moving forward and how they can help with smoothing the ride in the markets for clients. #ATVMasterclass

Innovator's Head of Research & Investment Strategy, Tim Urbanowicz, CFA, spoke with Jon Erlichman on BNN Bloomberg's "The Open" to discuss why investors should consider remaining in equities despite market volatility. "Now is the time to remain invested, given that in the 12 months following an all-time high, the S&P 500 has been positive 77% of the time with an average return of just under 12%," Tim said. Strategies that seek to provide 100% buffers against losses on the downside, such as the Innovator Equity Defined Protection ETF (#AAPR), can make sense in this type of environment to help investors stay out of cash and in the markets. Watch more here ⤵ https://lnkd.in/esSf8wUw #Markets #Investing #BufferETFs

LetkoBrosseau's VP, Investment management Rohit Khuller, CFA was recently interviewed by The Wall Street Transcript. We are pleased to share our proprietary research perspectives on compelling opportunities that seek to offer consistent future growth at slightly lower levels of risk. This insightful discussion delves into the process we utilize to find stability and growth in emerging markets—a topic that is timely for investors looking to navigate less-widely followed capital markets.      📖 Read the full interview and gain a deeper understanding of our approach to emerging market investment.   #EmergingMarkets #InvestmentStrategies #ResearchInsights

We are thrilled to give you a sneak peek of some of the esteemed sponsors lined up for our highly anticipated annual Pan-Iberian Fund Forum, in association with Bloomberg Intelligence on Thursday, 27 June 2024! Join us as international asset managers present their latest investment strategies across Global, US, and Emerging Markets, covering equities, fixed income, and alternatives. This is your chance to gain invaluable insights and network with top-tier professionals in the industry. What to expect: - In-Depth Discussions: Engage in comprehensive debates and discussions on the latest trends and strategies in asset management. - Expert Presentations: Hear directly from industry leaders about innovative investment approaches and market forecasts. - Networking Opportunities: Connect with international fund managers and selectors to forge new partnerships and generate winning investment solutions. Find out how you can get involved today> https://bit.ly/3X2Shp5 #InvestmentStrategies #AssetManagement #PanIberianFundForum #GlobalMarkets #Equities #FixedIncome #Alternatives