Whitaker-Myers Wealth Managers’ Post

In this week's installment of the Investment Corner, Investment Research Analyst Summit P. is helping explain the Efficient Market Hypothesis and how it applies to investing. https://lnkd.in/eWqhgwV6

'Third is a charm' they say. With the below we are wrapping up our mini-series on covered calls as a smart way to play your equity allocations in the next few years. To do it well, you need to know 'how' to do it. In the attached, we reveal our 'special' way . #quantitativeinvestments

This week, Investment Research Analyst Summit Puri discusses how your investment style and strategy, teamed up with the right monitoring and rebalancing procedures, can lead to success. https://lnkd.in/ek-wUa3s

It’s already time for this year’s final Investment Research Update! Tune in with Denise Chisholm and Benjamin Harrison while they explore market trends, equity sectors, and investment strategies. Gain insights from data-driven analysis and learn what historical probabilities could suggest across different investment disciplines. 🔗🔗 Register for your spot today: https://bit.ly/3AczLS0

In this final Quanta bytes article in our Quantitative Investment series on covered calls, we give a glimpse into our investment capabilities in regard to covered calls and provide readers with details on its potential opportunities. ➡️ Learn more: https://bit.ly/3XYu5om #EquityMarkets #QuantitativeInvesting

🔍 Making informed investment decisions is more critical than ever, market research serves as the backbone of these decisions, providing deep insights into industry trends, consumer behaviour, and emerging opportunities. At AIP Investment Group, we harness the power of data-driven research to guide our investment strategies, ensuring that our clients are always a step ahead. With accurate market intelligence, businesses can reduce risks and increase the likelihood of success.   Make informed investment choices with AIP—because knowledge is your most valuable asset. https://lnkd.in/gzbN-4Qe #MarketResearch #SmartInvesting #AIPGroup  #MarketIntelligence #InvestmentStrategies

Investment opportunities to watch in 2025. 👀 According to our 2025 LP Survey: Key Findings report, 38% of investors consider private equity the top choice for risk-adjusted returns, and 62% are set to boost their allocations despite market challenges. Dive into more insights on the latest trends, strategic shifts, and what's shaping smart investment decisions over the next 12 months. https://okt.to/KuojLh

Next work; Investment preferences This dashboard visualizes: -Preferred investment avenues -Count of investment avenues by age group -Reason for investing in mutual funds -Savings objective by duration -Primary factors affecting investment decisions Quantum Analytics NG, Jonathan Osagie, Blessing Olayemi

A great read: Goldman Sachs 2024 Private Markets Diagnostic Survey After finding last year that investors and managers were Staying the Course in alternatives, the 2024 Private Markets Diagnostic Survey shows that they are now Charting New Routes across a dynamic investment landscape. https://lnkd.in/ghqdtmJ4

In an era where traditional 60/40 investment strategies are being tested, our latest Man Institute article by Graham Robertson and Yash Panjabi offers a fresh perspective on the value of trend-following in a diversified portfolio. https://ow.ly/6A6B50R8efE