CNBC Events’ Post

🔹 In the latest instalment of the ‘Four graphs explaining' series, experts consider sterling. Each one picked a graph to show the difficulties and benefits of investing in this asset amid a new market cycle and shifting trends within this part of the market. Gain insights from: Baylee Wakefield, CFA, manager on the multi-asset team at Aviva Investors Chester Ntonifor, chief forex strategist at BCA Research Orla Garvey, senior portfolio manager for fixed income at Federated Hermes Patrick Farrell, CIO at Charles Stanley & Co. Limited 🔗 Get the full scoop on Investment Week here: http://ow.ly/Iay81058ghr #currencies #exchangerate #finserv #investment #investmentweek

How responsive should a risk parity strategy be? Amidst a historically deep and long bond drawdown that has seen elevated fixed income volatility and disrupted correlations, investors are scrutinizing the construction of their risk parity funds. According to Justina Lee Bloomberg News, in her story "Ray Dalio’s Famous Trade Is Sputtering, Investors Bailing" https://lnkd.in/gFaUUuQx some institutional investors are paring or eliminating their allocations and shifting to other diversification sources, like hedge funds in the case of Michael Shackelford, CFA NMPERA Public Employees Retirement Assoc. of NM. It was great to talk with Justina about our research on risk parity funds https://lnkd.in/eAitxVVj and encouraging to see some of the top performing managers like Otto Van Hemert & Russell Korgaonkar Man AHL and Jordan Brooks AQR Capital Management; as well as Chris Kelliher discussing his adaptive, active approach at Fidelity Investments and Eileen Neill Verus on investor demand for the strategy and the history of risk parity. See MPI's research "Risk Parity Not Performing? Blame The Weather." https://lnkd.in/eAitxVVj Bloomberg story: https://lnkd.in/gFaUUuQx MPI Stylus Pro to analyze quantitative multi-asset investment strategies: https://lnkd.in/gurnw9yH #RiskParity #RiskManagement #Volatility #HedgeFunds #FixedIncome #Correlations #PermanentPortfolio #AllWeather

Join #DIFC with an esteemed panel of experts at "The New Pursuit of Alpha" event tomorrow! Leading investment banks, asset managers and experts are coming together to unravel the complexities of the global economy. From the aftermath of the pandemic to interest rate hikes, they will decode the impacts and strategise for what lies ahead. Don't miss the chance to navigate the financial future with insights from the best. Register here: https://lnkd.in/dzzGEGwG #WAM #Wealth #AssetManagement #DIFC

CIBC Capital Markets' Bipan Rai and Peter Maiorano discuss the Fed's RRP facility and what to make of the decline of funds parked there since mid-year. Listen to the episode here: https://lnkd.in/gSijfRFb #RepoMarket #InterestRates #FederalReserve

Iain Pyle CFA, ACA Pyle, Portfolio Manager of abrdn Investment Trusts Shires Income Trust, joins us for a further update on the fund. Pyle provides further insight on the drivers behind the fund’s performance. Smaller and mid-cap companies were some of the best performers for the fund over Q1 with some holdings gaining over 40% over the quarter. There’s also an update on the management team’s view on interest rates, and the difficulties that central banks may face in cutting rates too early, risking further inflation. How has the team positioned the fund to profit from sectors that benefit from a higher interest rate environment? Our thanks again to Iain Pyle CFA, ACA and abrdn Investment Trusts. #InvestmentTrust #Dividends #IncomeGrowth #CapitalGrowth #InterestRates #UKEquities #UKsmallercompanies #SHRS

“Chair Powell undid some portion of the tightness we’ve been experiencing as of late,” notes Chief Investment Officer Mark Heppenstall to Vivien Lou Chen with MarketWatch. Retreating bond yields influenced by Powell’s reassurances, serves as a cautionary tale, highlighting the risks associated with relying too heavily on financial markets to do some of the Fed’s work. #bondmarket #stockmarket #FederalReserve #monetarytightening #bondyields #interestrates #risk #investorsentiment #assetmanagement #investing #assetmanagementinsights

As the largest single component of the US Consumer Price Index (CPI), how might ‘Shelter’ potentially play a part in pushing the Fed to cut rates? Portfolio Managers Guy Barnard and Greg Kuhl, who sit in our Global Property Equities team share their thoughts. Swipe below to get their highlights and read their full insight here: https://ter.li/xuz0qn #JHI #JanusHenderson #BrighterFutureTogether #JHInsights #Equities #Property #RealEstate #TheFed #US Investing involves risk. 

MarketWatch | William Watts Wells Fargo Investment Institute | Veronica W. "A diversified allocation tailored to an investor’s goals and risk tolerance can be more effective at capturing the upside return potential of growth assets while also smoothing volatility compared with a concentrated position" #investmentstrategy #inflation #volatility #interestrates #wealthplanning #monetarypolicy https://lnkd.in/dNpzgMzF

Another insightful article written by Westcourt Capital's Founder & co-CEO, David Kaufman, JD, CAIA, on the Financial Post. David delves into the history of bank stocks, highlighting how investor psychology often leads to overreactions during times of market stress, and further emphasizes the importance of maintaining a long-term perspective to avoid making impulsive decisions that might deviate from a well-thought-out strategy. Read the full article here: https://lnkd.in/erYaNiTB #InvestmentStrategy #BehavioralFinance #WealthManagement

After the GFC investors learned their lesson and searched for different strategies to diversify the core equity risk embedded in their portfolios. This has changed over time and traditional balanced portfolios have become the way to mitigate risk. So is history set to repeat itself? We recently commissioned research from respected research house Delta Research & Advisory to find out whether Australian portfolios were truly diversified and positioned to weather the current economic environment. The results were concerning. Delta found that many popular strategies, even many alternative strategies, simply repackage exposures to traditional asset classes. Because many shared a common and dominant risk exposure, these strategies simply do not deliver true return diversification. Want to know more? Read Alastair MacLeod's article on Livewire Markets. For a copy of the Research Report, get in touch with Wayne McGauley #alternatives #portfoliodiversification #volatility #risk #investmentstrategies https://lnkd.in/gZMZ-VTf