Fiera Capital (Asia)’s Post

As we approach the beginning of 2024, GAM Investments’ Lukas Knüppel, CFAüppel suggests we are at a pivotal juncture in various aspects of the investment landscape. In his Outlook for 2024 he states that he believes “unique investment opportunities are emerging for Japan equities, enabling us to invest in quality companies that have long been on our radar at reasonable prices.” Read more: https://ow.ly/5Mzn30syzPx Follow GAM Investments and subscribe to the newsletter for more insights: ow.ly/Gl4w30sywo1 #markets #Investing #Outlook2024 #JapanEquities #Japanesemarket For professional investors only. Capital at risk.

As we approach the beginning of 2024, GAM Investments’ Lukas Knüppel, CFAüppel suggests we are at a pivotal juncture in various aspects of the investment landscape. In his Outlook for 2024 he states that he believes “unique investment opportunities are emerging for Japan equities, enabling us to invest in quality companies that have long been on our radar at reasonable prices.” Read more: https://ow.ly/AGts30sywrt Follow GAM Investments and subscribe to the newsletter for more insights: ow.ly/Gl4w30sywo1 #markets #Investing #Outlook2024 #JapanEquities #Japanesemarket For professional investors only. Capital at risk.

We are thrilled to have launched our US Small-Mid (SMID) Cap Growth Strategy to European institutional and wholesale investors. With a 23-year track record of outperforming the Russell 2500 Growth Index and US$6.1 billion AUM as at March 31, 2024, the strategy aims to deliver significant capital appreciation and stability across market cycles. Klaus Schuster, Executive Director and CEO, Fiera EMEA, commented, “In recent years, US equities have been a growth powerhouse; however, the small to mid-cap segment remains relatively under-owned and under-researched. Introducing this strategy to Europe underscores our commitment to providing our clients with strategies that can meaningfully elevate the performance of their portfolios.” For more information, read the press release here: https://lnkd.in/dp2gH9ki

In case you missed it, Ricardo Felix shared his insights on evolving LP appetite for investments in the APAC region with Simran Vaswani of DealStreetAsia. To learn more, read here: https://lnkd.in/gw5t9Eky

Eastern Europe must be seen as an opportunity: Many Austrian companies are not only global players but they also have a strong foothold in Eastern Europe and generate substantial revenues there. With economic growth twice as high as in Western Europe, the prospects are promising in this region. Austrian leading companies stand out with a historically low P/E ratio of 7.5 and a traditionally high dividend yield of nearly 6%, making them very attractive to investors. In a recent interview with Dr. Hans-Peter Siebenhaar from FOCUS MONEY we talked about the catch-up effect of the Austrian market and the significance of dividends when comparing the DAX and ATX benchmark indices. Our conversation also focused on the political measures needed to strengthen the capital markets by setting up capital pools at both the European and Austrian levels. Read more in the article below (in German only). #investment #share #ATX #capitalmarket

During the Global ABS conference in Barcelona, Cliff Pearce, our Global Head of Capital Markets, shared valuable insights in a panel discussion titled 'Relative Value for Issuers Across Products.' The panel was moderated by Garyfalia Leledaki and featured contributions from Tom Heslop, Wasif Kazi, Sanjev Warnakulasuriya and David Thomas. We'd like to express our sincere thanks to the panelists for their enlightening discussion and to Invisso along with the Association for Financial Markets in Europe (AFME) for hosting the event. For more information about TMF Group's capital markets services, connect with Cliff Pearce or read more here: #capitalmarkets #GlobalABS #Barcelona

As we anticipate a promising M&A market revival in 2024, have a look at the performance across the pond last quarter! 🇬🇧 🍀 UK&I: - 10% QoQ decrease in activity - CEO confidence at an impressive 98%, signaling strategic transactions on the horizon. 🌍 ✨ Europe: - 23% QoQ decrease in activity - Decline in deal value attributed to reduced risk appetite and cautious lending practices. - 46% of private equity dealmakers remain optimistic, anticipating higher activity. 💡 Read the detailed report here: https://lnkd.in/gCbr5jKz #MandA #BusinessInsights #2024outlook

Empower your expansion! 💼💡 Unlock new markets and seize opportunities with the capital infusion you need to drive growth. #capnextadvisory #BusinessExpansion #CapitalInvestment #FuelYourGrowth #MarketOpportunities

The Private Equity industry in the Nordics has become ever-more specialist since first emerging in the 1980s. In this summary of a fireside chat at the Real Deals Nordic Summit, David Samuelson reflects on Nordic Capital's early decision to go in a very specialist direction. "When we talk about genuine specialism, it's not just focusing on specific industries – it's more accurate to describe ourselves as subsector and segment specialists. Our long experience in our core sectors means we know which segments represent the strongest growth opportunities. We can identify investment opportunities confidently and have stuck closely to this core strategy," he said. Read more: https://lnkd.in/dEfCiz4i

𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝗶𝗻𝗴 𝗕𝘂𝗹𝗹𝗶𝘀𝗵 𝗦𝗲𝗰𝘁𝗼𝗿𝘀: 𝗔 𝗚𝗮𝗺𝗲-𝗖𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆! I’ve uncovered an amazing strategy to identify which sectors FIIs (Foreign Institutional Investors) and DIIs (Domestic Institutional Investors) are most bullish on. 📈🔍 These market giants heavily influence market trends. By knowing which sectors they favor, you can tailor your investment strategy to align with theirs. 👇 Check out the carousel post below for the free website to find out which sectors are the “favorites” of FIIs and DIIs. 🎯 #investing #stockmarket #investmentstrategy #FIIs #DIIs #markettrends P.S. Understanding these insights can help you stay ahead in your investment game! 🚀