Andrew Teacher’s Post

“…as we go into the second half of the year we’ll start to see a lot more deals being signed, a lot more momentum in the market…private equity managers still have a lot of money to spend - over 1.2 trillion of dry powder is not yet invested.” PPET’s lead fund manager Alan Gauld recently delved into the FCA’s private market valuations review with Daniel Coatsworth on episode 4 of the AJ Bell #MoneyAndMarkets Investment Trust Show.   Starting from 43 minutes in, Alan discusses his expectation that the FCA review will dispel many myths that persist around PE valuations, the impact of higher interest rates on the PE industry, and his expectations to see private equity activity return this year. Listen at the link below https://lnkd.in/ePASDX9i   #InvestmentTrust #PrivateEquity #PPET #AJBell #MoneyAndMarkets #Podcast #Patria

NEW EPISODE! In this episode, Tom dives into the current economic uncertainties and shares insights on how the wealthy manage and grow their wealth in volatile times. Drawing lessons from the Tiger 21 group, he explores the importance of private equity, real estate,🏠 and taking control of your investments. He also emphasizes the value of personal development, skill building, and networking. Whether you're a business owner or working a 9-to-5, this episode offers actionable advice on how to assess your financial strategy, find new opportunities, and make informed decisions for long-term wealth growth. 📈 Apple 🎧 https://ow.ly/1WM850TrLRT Spotify 🎧https://ow.ly/KLby50TrLRS #WealthManagement #InvestingTips #Tiger21Group #RealEstateInvesting #PrivateEquity

“This phenomenon of elevated M&A activity in the UK market is going to shine a light on the valuation opportunity and in turn will act as a catalyst for money to come back into the UK market” 💬📈   Ken Wotton, Fund Manager, Strategic Equity Capital, discusses recent takeover activity and the outlook for stock market acquisitions with Kyle Caldwell on the interactive investor On The Money podcast.   Ken outlines how he approaches takeover offers and identifies the key ingredients of a successful takeover for shareholders, highlighting portfolio companies including financial consultant Alpha Financial Markets and ten pin bowling company 10 Entertainment Group who have recently been taken private.   He comments: “Trying to evaluate who’s buying, why they’re buying and the views of the management team and the board is important to understand”.   Listen to the full episode here: https://lnkd.in/ehbTeF7U   #privateequity #ukequities | Capital at risk. Not an investment recommendation. Opinions expressed are the fund managers own and not necessarily those of Gresham House. 

In this episode of Capital Generation Partners Talking Capital, Robert Sears and I talk about: • Earnings season: what have we learnt from recent earnings announcements about investor positioning, and what are our expectations for the remainder of the season? • Active vs passive: with the recent dispersion and pick-up in volatility - how should we be thinking about active vs. passive? • Bonds: as upward pressure on yields continues, are bonds looking more attractive again, and what does this mean for credit markets? https://lnkd.in/eR3hxBV6

Think you know options? Whether retail or professional, it is imperative to understand the two most popular asset classes within the #derivatives space. In today's episode, we will deep dive into #futures and #options, what they're used for, components of pricing, and of course, we will make it simple! #marketsmadesimple #financialeducation Spotify: https://lnkd.in/er_N9SHV Apple: https://lnkd.in/e4_dT9jN

Phil has the ability to make complex financial concepts understandable. His views are very eye opening.

In episode 31 of Stocks Neat, Portfolio Manager Gareth Brown and CIO Steve Johnson discuss #Nvidia’s unprecedented rise, the recent #GuzmanyGomez IPO, current investor sentiment and macroeconomic concerns. They examine the future competitive landscape of the AI chip space and Guzman’s plans for global expansion. Moving onto the whiskey tasting, they then test a Glenturret whiskey from the "supposed" oldest distillery in Scotland. The episode also features a discussion of geopolitical risks and the implications of government policy. Rather than looking at any policy changes from a market wide perspective, they argue that investors should focus on how that change may affect specific sectors. “If you can put aside the fear of missing out, there’s plenty to do in a world where investors are apathetic to 95% of stocks”. Listen to the full episode to find out more: https://lnkd.in/gMkZVPeN Steve Johnson, Gareth Brown

The rise of #indexfunds and their impact on active management styles is discussed in Financial Times #unhedged pod. Are you buying America in the case of the S&P 500 or the #magnificent7? Actually, is the only thing you are buying into is the weight of capital? Does this apply to real estate? Active or Passive, if you place your money with more than one discretionary manager in a certain vintage do you just end up with over exposure to the flavour of the month? Much like Microsoft or Apple pull the market to #tech, is Blackstone Real Estate Holdings or LLC or Brookfield Properties real estates gravity that polarises capital? https://lnkd.in/eZT573mj

In this teaser, Arun Agarwal , 𝐂𝐨-𝐅𝐨𝐮𝐧𝐝𝐞𝐫 & 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐚𝐭 𝐀𝐂𝐄 𝐏𝐚𝐭𝐫𝐨𝐧𝐬, clears the air about common 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐬 surrounding 𝐬𝐭𝐨𝐜𝐤 𝐦𝐚𝐫𝐤𝐞𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬. He shares how focusing on 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐚𝐧𝐝 𝐚𝐧𝐚𝐥𝐲𝐬𝐢𝐬 can empower you to make informed decisions and 𝐦𝐢𝐭𝐢𝐠𝐚𝐭𝐞 𝐭𝐡𝐞 𝐫𝐢𝐬𝐤 𝐟𝐚𝐜𝐭𝐨𝐫. Stay tuned for the 𝐟𝐮𝐥𝐥 𝐞𝐩𝐢𝐬𝐨𝐝𝐞,where we 𝐝𝐢𝐯𝐞 𝐝𝐞𝐞𝐩𝐞𝐫 into 𝐰𝐞𝐚𝐥𝐭𝐡 𝐜𝐫𝐞𝐚𝐭𝐢𝐨𝐧, 𝐩𝐚𝐬𝐬𝐢𝐯𝐞 𝐢𝐧𝐜𝐨𝐦𝐞, 𝐚𝐧𝐝 𝐦𝐚𝐬𝐭𝐞𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐚𝐫𝐭 𝐨𝐟 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬. Coming this 𝐓𝐮𝐞𝐬𝐝𝐚𝐲, 𝟏𝟗𝐭𝐡 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫, on YouTube and Spotify! . . 𝐃𝐨𝐧'𝐭 𝐦𝐢𝐬𝐬 𝐨𝐮𝐭 𝐨𝐧 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐜𝐨𝐧𝐭𝐞𝐧𝐭—𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐮𝐬 𝐨𝐧.... 𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦: https://lnkd.in/gxbxktKf 𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤: https://lnkd.in/enk8qU2?... 𝐓𝐰𝐢𝐭𝐭𝐞𝐫: https://lnkd.in/gbRftHmM 𝐒𝐩𝐨𝐭𝐢𝐟𝐲: https://lnkd.in/gpszk2DZ.... 𝐘𝐨𝐮𝐭𝐮𝐛𝐞: https://lnkd.in/gy8NuQbK . . . #StockMarketInvesting #MarketInsights #InvestmentStrategy #InvestmentTips #StockMarketForBeginners #WealthCreation #FinancialEducation #FinancialFreedom #SmartInvesting #ACEPatrons #RiskManagement #ResearchAndAnalysis #InformedInvesting #StockMarketInsights #InvestmentMisconceptions

Is trying to time the market worth the effort? Spoiler: It might not be your best strategy. Discover why a broader perspective on investing could significantly outperform the trying-and-often-failing tactic of market timing on this week’s episode of WE Money Talk: https://bit.ly/WMTep09 #WEMoneyTalk #ValueInvesting #InvestForTheFuture #MarketVolatility