Wealthspire Advisors’ Post

The codes might be different but the game is the same. Join us on Wednesday 17 July for our third annual webinar for investment and fund managers to explore the differences and critical success factors from The 100. The 100 analyses highest inflows, fastest growth, emerging trends and challenges in funds launched Australia’s leading provider of independent Responsible Entity (RE) services. Follow the link to register. #leading #trustee #webinar #fundmanagers #the100

In this week's #FridayGreenMinute, Sonja Gibbs, CFA talks about the tradeoffs investors consider when building their portfolios and investing in #emergingmarkets. Check out past #FridayGreenMinute videos here: https://lnkd.in/eNTGibuW

A good article about the ever stronger ties between private equity and private credit, rising contagion risks and how increasing financial wizardry is simply postponing the impact of higher interest rates. Some of the many interesting takeaways: ➡️ 80% of private credit deal flow goes to private equity owned firms. ➡️ Over 20% of some private credit portfolios are made up of PIK loans, paying little / no interest. With stats like these, little wonder financial regulators are getting increasingly uncomfortable.

Investment Management Partner RaeAnn Mitrione, CFA Mitrione, shared Callan Family Office's current thinking on interest rates and the markets during her recent appearance on CNBC. We expect bond yields to start ticking down in the coming months if inflation data maintains its downward trend, as we saw with this morning’s CPI report, but we expect the Fed will continue to be patient and do not anticipate a rate cut before the fourth quarter.

Last week, I had the chance to speak on Fox Business Network: Making Money with Charles Payne at the MoneyShow Miami Investment Masters Symposium. We discussed the recent stock market pullback and what it means for investor portfolios. Check it out here: https://lnkd.in/emmvsVjJ #Investing #StockMarket 

𝗕𝗿𝗼𝗮𝗱𝗲𝗻𝗶𝗻𝗴 𝗔𝗰𝗰𝗿𝗲𝗱𝗶𝘁𝗲𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗔𝗰𝗰𝗲𝘀𝘀: 𝗡𝗲𝘄 𝗣𝗿𝗼𝗽𝗼𝘀𝗮𝗹𝘀 In 2023, the Regulation D marketplace raised a staggering $3 trillion, largely driven by accredited investors. However, the current criteria for becoming an accredited investor are under review, with significant changes potentially on the way. 📍 𝗞𝗲𝘆 𝗣𝗼𝗶𝗻𝘁𝘀: 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮: Accredited investors must have an annual income over $200,000 ($300,000 for couples) or a net worth exceeding $1 million (excluding their primary residence). Professionals with specific FINRA licenses also qualify. 𝗦𝗕𝗖𝗙𝗔𝗖 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗮𝘁𝗶𝗼𝗻𝘀: Keep current financial thresholds. Introduce educational programs as an alternative qualification. Enhance risk disclosures for better investor awareness. 𝗦𝗘𝗖 𝗩𝗶𝗲𝘄𝘀: Chairman Gensler favors stricter criteria, while Commissioners Uyeda and Peirce support more inclusivity and clear risk warnings. Share your thoughts in the comments! ⬇️ #Investing #AccreditedInvestor #MarketTrends #WebStreet

Investment Management Partner RaeAnn Mitrione, CFA Mitrione, shared our current thinking on interest rates and the markets during her recent appearance on CNBC. We expect bond yields to start ticking down in the coming months if inflation data maintains its downward trend, as we saw with this morning’s CPI report, but we expect the Fed will continue to be patient and do not anticipate a rate cut before the fourth quarter.  

Final amendments were recently passed to Regulation S-P, which governs how broker-dealers, SEC-registered investment advisers, investment companies, and certain transfer agents treat a customer's nonpublic personal information. Our attorneys, Peggy Farrell, B. Stephanie Siegmann and Isabelle Oviedo, explain the impact. https://bit.ly/3yFPVCB

In her latest article, Dorothee Deck, our Head of Cross Asset Strategy, shares insights into equity markets and what recent events could mean for investors: https://lnkd.in/eeARMDUJ Please note: This article is more technical in nature than our typical articles, and may require some background knowledge and experience in investing to understand the themes that we explore. #Investors #Investing

Check out this brief update video on our website - hear directly from Chief Investment Officer Mathew Hermary, CFA as he shares insights on markets and the outlook for QV's strategies. https://lnkd.in/g7tCnQQb #marketoutlook #qvinvestors