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Check out the March 2024 Update with our CIO Izet Elmazi as he discusses how the Bristol Gate U.S. Equity Strategy finished 2023 and walks through a few portfolio changes https://lnkd.in/g6cSfrSz

Check out the video for a recap of 2023 and a summary of recent portfolio changes in our US Equity Strategy $BGU.

Check out Soriano IV's expert view on the 5 key drivers to Equities this 1st Quarter of 2024 and what to expect until year-end. This information can help you make educated decisions based on what's driving our economies so far. Plus, with the Feds announcing the possibility of lower interest rates in the next three dates, you won't want to miss out on this valuable insight. Follow the link to learn more. #Equities #StockMarket #ExpertInsight

Schroders Global Market Reviews - July 2024 July was a game of two halves for global equity investors. Stock markets continued an upward trend for the first two weeks, then changed direction. Especially, large cap Information Technology names came under pressure, and we witnessed the start of a rotation out of a rather crowded trade. Convertibles benefitted from the uptrend to some extent but could show their true qualities on the way down. Overall, the MSCI gained 1.4% in July. Convertibles as measured be the FTSE Global Focus hedged in USD ended the month on a gain of 1.5%. Overall, Convertibles had a positive performance in July, outperforming the MSCI World by nearly 10 basis points. Additionally, they demonstrated good downside protection in the latter half of the month when equity markets faced pressure. The primary market for our #favouriteassetclass remained very active. We saw USD 9 bn of interesting new paper coming to the market. There was good demand and liquidity for the new converts. Despite the solid issuance market, converts remain cheap. In line with typical valuation behaviour convertibles became more attractive with falling stock markets. July saw further cheapening in all regions with European convertibles now being the most undervalued region.

Ten considerations for private markets in 2024

This month Lukasz de Pourbaix GAICD gets inside the heads of Andrew McCaffery, Fidelity’s Global CIO and Paul Taylor, Head of Investments in Australia to take us through how we’re currently seeing the world and reflect on our latest #AnalystSurvey. Is #China still investable? What may be the global ramifications from the upcoming #USelections? And where do we think #InterestRates will finally land? Listen NOW: https://lnkd.in/gsuHqyBG #FidelityAU

Despite an above-average price-to-earnings ratio, valuations are lower than their previous peak, and importantly performance is being driven more by earnings growth. Interested in global #equity markets and opportunities? Watch Melda’s video and learn more: https://bit.ly/3WaHZ4h For UK professional investors only.

Ten considerations for private markets in 2024 Decision makers looking to get a head start on the private markets should consider ten things. https://on.ft.com/3HS8cxP

In this edition of Talking Markets we focus on UK equities with Fund Manager Benji Dawes, who discusses how he has navigated the recent market challenges, avoiding pitfalls along the way and where he currently sees opportunities. For Investment Professionals only. Capital at Risk. #ukequities

Each Tuesday, Partner | Vice President Investments, Amaury de Barros Conti, provides a market update with insights on what moved markets in the previous week and looks ahead to the coming week. Yesterday’s update featured insights on the FOMC policy meeting, corporate bonds, and more. You can view yesterday’s market update and sign up to receive these insights and our weekly Sendero® eblast here: https://ow.ly/hSJu50QcGrE #SenderoWealthManagement