1 Finance’s Post

Dear Investors, Attached is our April 2024 macro market outlook. With all the news about conflicts around the world, everyone's watching the companies reporting their earnings this month. Page 9 showing the very optimistic profit expectations, only the 10 biggest companies expect a earnings growth, what surprises are there going to be? In our recent "Capital Protection Ideas" special, we presented strategies for diversifying risk in client's investment portfolios.. If you have any questions, please feel free to contact us. We wish you all a successful day. Best regards, Melanie Struffi Roger Hengartner Jonas Holzreiter Edoardo Conforti Sandro Schmidlin #investing #investmenttrends #economy #innovation #bankingindustry #wealthmanagement #structuredproducts #investmentsolutions #securitization #AMC #finance #wealthmanagement Source: Survista Financial Advisors AG / Peter Bieri

Explore the top 10 best investments for 2024 in our latest overview. From equities and real estate to emerging markets, discover strategic opportunities to grow your wealth this year. 📈💼🌟 #Investing #TopInvestments #Finance2024 #WealthManagement #Equities #RealEstate #InvestmentStrategies #FinancialPlanning.Read more at https://buff.ly/3WTSD0F

Is now a good time to allocate more of your investment portfolio to fixed income markets? Damien Hill, CFA, senior portfolio manager at Insight, looks at factors that favour fixed income in current markets. We have created a video series that outlines some key areas of focus that we believe #insurers should consider here: https://bit.ly/4fHUQmy Capital at risk. For professional investors only.

After years of low yields, bonds are beckoning investors to get back on track. Visit us at booth 1521 to learn how Voya IM can help you upgrade your clients' fixed income portfolios. #SchwabIMPACT https://lnkd.in/g_nXp5wM

Thriving or just surviving? The biggest US companies have continued to far outperform their smaller peers. Julian Howard analyses the factors driving this, from the credit environment to elevated interest rates and huge corporate cash reserves, and discusses whether we can expect more of the same. Read more here: https://ow.ly/firr30sCqxe Follow GAM Investments and subscribe to the newsletter for more insights: ow.ly/UmcK30sCqvB #AssetManagement #Investing #MultiAsset #USeconomy #InterestRates #Credit #Cash For professional investors only. Capital at risk.

Investors often rely on earnings-related metrics, such as price-to-earnings (P/E), to assess valuation and make decisions on asset allocation. The trouble is that the relationship between earnings and free cash flow, what we believe is the real driver of long-term shareholder value, has been changing considerably over time. What are the implications for equity investors in today’s market environment? Read our latest Alger On the Money article: https://lnkd.in/d3FTikSg #Investing #Equity #AlgerInvest

The corporate bond market has shifted significantly in recent years; reputation and brand names alone no longer carry the weight they once did. Today, securing funding relies primarily on a company’s financials, such as credit scores and cash flow. Investors focus more on hard data than historical prestige, emphasizing the need for transparency and strong financial performance. Companies must demonstrate robust fundamentals to attract investment, highlighting the importance of sound financial practices in this evolving landscape. Our corporate bonds analysts excel in this area, looking deep into the financial heart of the companies we cover and putting aside the reputations and business successes of yesteryear. #GimmeCredit #CorporateBonds #InvestmentStrategy #FinancialHealth

Thriving or just surviving? The biggest US companies have continued to far outperform their smaller peers. Julian Howard analyses the factors driving this, from the credit environment to elevated interest rates and huge corporate cash reserves, and discusses whether we can expect more of the same. Read more here: https://ow.ly/ZEYK30sCqxQ Follow GAM Investments and subscribe to the newsletter for more insights: ow.ly/UmcK30sCqvB #AssetManagement #Investing #MultiAsset #USeconomy #InterestRates #Credit #Cash For professional investors only. Capital at risk.

Understanding market cycles is key to making smart investment decisions. Join us tomorrow 29th September for an insightful webinar by Joseph Ugwu, ACS, FMVA®, Founder of S&P Finance Club, on how to navigate the ups and downs of the stock market. See webinar details below. #InvestmentTips #MarketCycles #FinanceCommunity

The financial sector is a proxy to economic growth. Play it through the PrimeInvestor Finance Squared portfolio on smallcase. https://lnkd.in/g5qRpGCb