🎉 $MSTX Surpasses $1 Billion in AUM 🚀 https://lnkd.in/eQRXfb4e
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Head of Northern Markets (Belgium, Germany, The Netherlands) chez BNP Paribas WM Luxembourg - Membre du Management team
Découvrez nos workshops digitaux! 🌟 Une opportunité unique d'interagir avec nos experts et d'approfondir vos connaissances sur nos solutions d'investissements et de gestion discrétionnaire. N'hésitez pas à me contacter pour plus d'information.
Learn from renowned experts! ✍️ Following up on last month’s MFO Forum, our experts are hosting digital workshops where they will dive into specific topics, such as Forex for our first edition 📅 Next up on the agenda are 2 sessions on Discretionary Portfolio Management and Credit Solutions. Interested in participating? Contact us directly for more details. Guy ERTZ Cedric Hamon François Lucchini Edouard Desbonnets Denis Riva Jonathan Dominas #WealthManagement #Finance
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Dime Community (#DCOM) announced a $125M common raise this morning with some proceeds earmarked for balance sheet restructuring (i.e., realize losses on underwater bonds). Slide 19 from the investor deck (not linked) is an interesting take on the potential uplift in annualized 3Q24 net income of $55M to $155 million with the components laid-out for investors. Valley (#VLY) raised $400M last week to boost capital and reduce its CRE/regulatory capital ratio. I suspect once the dust settles on the perfect storm of massive deposit inflows at microscopic interest rates as engineered by the Fed's PhDs that banks will be more judicious in taking on duration risk. #MercerCapital #bonds #duration
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For exploring the active side of #FixedIncome ETFs, there are few better authorities than Capital Group's Holly Framsted, CFA. Our team caught up with Framsted at Exchange. Check out the conversation to learn: -The AUM mismatch between active fixed income #MutualFunds and active fixed income #ETF -"Capital System" in action: strategies of Capital Group's most-traded ETFs, $CGGR and $CGDV, and the unique multi-portfolio manager system. -The untapped potential of fixed income in this wrapper Read the VettaFi recap here: https://lnkd.in/g3zspm7g #ETFs #exchangeetf
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Le retour des craintes sur l'inflation en avril a profité aux classes d'actifs les plus sensibles telles que le dollar américain et l'or, ce dernier atteignant ses plus hauts niveaux historiques. Ces facteurs ont également favorisé les stratégies #ManagedFutures. Découvrez une vidéo très instructive avec Andrew Beer et Greg Clerkson, qui explique le comportement du fonds IMGP DBI Managed Futures et, plus généralement, cette classe d'actifs. Lancé en 2023 en Europe, ce fonds démocratise cette classe d'actifs en répliquant les plus importants CTA (Commodity Trading Advisors) dans une enveloppe UCITS, avec une liquidité quotidienne et des frais accessibles. #Investissement #Finance #Inflation #Or #DollarAméricain #UCITS #CTA iM Global Partner
Watch the video below to hear April's performance update for our iMGP DBi Managed Futures Fund which was launched over a year ago. Andrew Beer, co-portfolio manager of the fund and Managing Member of our Partner DBi tells iMGP's Greg Clerkson why performance was positive in April (up 4%) and which market factors influenced it. He notes that inflation fears were back in April and that CTAs benefited from inflation-sensitive trades via exposure to the rising US dollar and commodities such as gold which are trading at all-time highs. Watch the full video (in English) here: https://lnkd.in/ejBDch53 Learn more about managed futures here:https://lnkd.in/eD-5Z2PA #MarketingCommunication #hedgefunds #UCITS #Alternatives #CTAs Past performance does not predict future returns. The fund’s legal documentation and summary of investors’ rights are available, in English, here: www.imgp.com. Any investment involves some degree of risk
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Le secteur immobilier n'est pas un actif en soi, mais une classe d'actifs. Comme pour toute classe d'actifs, il est essentiel de diversifier correctement, tant sur le plan sectoriel (résidentiel, commercial, industriel) que géographique. Cette diversification permet une meilleure gestion des risques, car les différents marchés ne réagissent pas de la même manière ni au même moment face aux événements économiques.
With proven resilience across economic cycles, self-storage continues to be a strong pillar of stability in the real estate sector. At Mini Mall Storage Properties Trust, we strategically target markets primed for consolidation, expanding across North America to increase market share while delivering value and innovation for both customers and investors. Learn more about our self-storage fund: https://lnkd.in/gz7McT6Z #assetmanagement #selfstorage #realestate #investing
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We've seen a lot of coverage recently on super fund performance (see AFR - https://lnkd.in/gJKsm9d3). We're thrilled to share that our Watershed Growth Portfolio has outperformed the highest-ranking super funds highlighted by AFR/Chant West, boasting a 1-Year Net Return of 11.6% and a 5-Year Return of 8.8%. Of course, making direct comparisons between multi-asset strategies can be tricky due to different defensive/growth allocations, how growth assets are classified, and valuation methods for illiquid assets. That said, our FY24 performance stands out due to several factors: 🔹 Defensive Positioning: We've maintained close to maximum cash weights in our equity allocations and employed short market positions to further reduce exposure. 🔹 Liquidity Focus: Our portfolios are entirely invested in listed markets, forgoing any potential illiquidity premium 🔹 Dedicated Expertise: Unlike larger teams, our small, focused, and highly experienced Investment Committee dedicates significant time to asset allocation, a key driver of our performance. We're proud of these achievements and remain committed to delivering exceptional results for our clients.
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𝗤𝘂𝗮𝗻𝘁 𝗠𝗙 𝘁𝗼 𝗦𝗹𝗮𝘀𝗵 𝗘𝘅𝗽𝗲𝗻𝘀𝗲 𝗥𝗮𝘁𝗶𝗼 𝗯𝘆 𝗨𝗽 𝘁𝗼 𝟭𝟮% 𝗔𝗺𝗶𝗱 𝗦𝗲𝗯𝗶 𝗣𝗿𝗼𝗯𝗲 Quant Mutual Fund will reduce the base total expense ratio (TER) for 11 schemes by up to 12%, effective July 25, to regain investor confidence amidst a Sebi probe. The TER for Quant Active Fund and Quant Mid Cap Fund will drop to 0.47%, down from 0.51%. Despite these changes, Quant Small Cap Fund remains unaffected. Quant MF's AUM is at a record high of ₹94,000 crore. #finance #news #MutualFunds #QuantMF #SEBI Source:- https://lnkd.in/dPj7RyYG
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Conférencier sur les marchés financiers | Auteur de "La comédie de la notation" | Membre de la Commission consultative des épargnants de l'AMF 2020-2022
La #bourse en #France. Rien n'aurait été possible sans la "dématérialisation" des titres vifs en 1984... Il y a 40 ans, un siècle, une éternité. Découvrez un pan méconnu de l'#histoire des titres en France grâce à Marc-Etienne Sébire. IUP Banque Finance Assurance - IAE Caen IAE Caen Alumni Master Gestion de Patrimoine Caen Master G2C - Gestion d'actifs, Contrôle des risques et Conformité Autorité des marchés financiers (AMF) – France Euronext Autorité de contrôle prudentiel et de résolution (ACPR) European Securities and Markets Authority (ESMA) #banques #banque #europe #assurance #Finance Euroclear
Partner, Global Co-Head of Banking & Finance 💡 Specialising in Debt Capital Markets, Equity Capital Markets and Derivatives
[📆 Capital Markets' #Chronicle] 24 March 2000: Announcement of the merger between Sicovam and Euroclear. On this day 24 years ago, Sicovam (Société Interprofessionnelle pour la Compensation des Valeurs Mobilières, founded in 1949), the French central securities depository, and Euroclear announced their merger. With effect from 2001, Sicovam became Euroclear France, a wholly owned French subsidiary of Euroclear. Euroclear (based in Belgium), together with Clearstream (based in Luxembourg), is one of the two international Central Securities Depositories (CSDs) located in the European Union and used on the Eurobond market, alongside domestic CSDs such as Sicovam/Euroclear France. The core services provided by CSDs include (i) the initial recording of the securities in a book-entry system to ensure that the number of securities created is at all times equal to the total number of securities in circulation ("notary service"), (ii) providing and maintaining securities accounts at the top tier level, for example to process corporate actions such as interest payments ("central maintenance service") and (iii) operating a securities settlement system allowing for the settlement of securities transactions ("settlement service"). Central Securities Depositories (CSDs), together with Central Counterparties (CCPs), play an important role in maintaining the post-trade infrastructures that safeguard financial markets and provide market participants with confidence that securities transactions are executed in an orderly and timely manner. Due to their systemic importance for the functioning of securities markets, CSDs are notably regulated in the European Union by Regulation (EU) No. 909/2014 of 23 July 2014 on improving securities settlement in the European Union and on central securities depositories (the Central Securities Depositary Regulation - CSDR). Dematerialisation was introduced in France by Law No. 81-1160 of 30 December 30 1981 on the Finance Act of 1982, implemented by a decree of 2 May 1983 and entered into force on 3 November 1984. Since then, securities governed by French law have been fully dematerialized and title to securities in dematerialised bearer form (au porteur) is evidenced by book-entries (inscription en compte) in the books of authorised financial intermediary institutions (including Euroclear and Clearstream) entitled to hold accounts directly or indirectly on behalf of their customers with Euroclear France. #capitalmarkets #CSD #Euroclear
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