Federica Cazzaniga, CFA, CAIA’s Post

Times of uncertainty – like we're experiencing today – often lead to a reduction in investor activity. But such periods can actually generate some of the most attractive buying opportunities in private markets.   In this new paper of our Private Markets Mythbusters Series, Partners Group’s Portfolio Management team explains how investors can navigate uncertain times and strengthen their portfolios with a strategy centered on continuous investment.

Despite investment data showing that strong performance in private markets often emerges from times of uncertainty, such periods appear to coincide – somewhat counterintuitively – with a reduction in investor activity. This investment pattern can often lead to investors missing out on returns and obtaining lower diversification and less stable distributions. In this new article of our Private Markets Mythbusters Series, we explain why periods of increased volatility can generate some of the most attractive buying opportunities in private markets. Using a theoretical portfolio and over 20 years of private markets cash flow data, Partners Group’s Portfolio Management team shows how investors can take advantage of these opportunities by employing a playbook centered on investment continuity and a flexible allocation framework. This approach, as we explain, can strengthen portfolio construction, with improved performance and more stable distributions throughout market cycles. Read more here: https://lnkd.in/eKxc3ifV

Times of uncertainty – like we're experiencing today – often lead to a reduction in investor activity. But such periods can actually generate some of the most attractive buying opportunities in private markets. In this new paper of our Private Markets Mythbusters Series, Partners Group Portfolio Management team explains how investors can navigate uncertain times and strengthen their portfolios with a strategy centered on continuous investment.

This week’s host, Investment Manager, Oswald Oduntan, CFA discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, CFA, and Technology Research Analyst, Ben Barringer CFA. Among the topics discussed – a week of divergence amongst global stocks, US tech large caps giving up territory to cyclical and small cap sectors, latest UK economic indicators leading to an increase in the pound, and much more. Listen here: https://bit.ly/3zVXd5G #QuilterCheviot #WeeklyComment Capital at risk. This is a marketing communication.

In July 2024, we witnessed a remarkable surge in investment-grade bond issuance, reaching a whopping $92.2 billion—the highest since 2017. This spike signals robust investor confidence and demand in the bond market. As investors continue to navigate the evolving economic landscape, the increased activity in bonds is a testament to the strategic shifts being made in portfolios. Stay tuned for more insights and trends shaping the investment world...

As we move into the third quarter of 2024, it is essential for investors and financial professionals alike to gain a thorough understanding of the evolving dynamics within capital markets. Staying informed about the latest trends and analytical insights is vital in crafting effective investment strategies that can withstand market fluctuations. We invite you to review our comprehensive analysis in our 3Q:2024 Capital Markets Outlook Video as we delve into significant market developments, emerging opportunities, and potential risks that could impact your investment decisions. Watch now: https://lnkd.in/eRGUpd3M

Our expert research team conducts in-depth analysis across various asset classes, sectors, and regions, ensuring you have the insights needed to make confident investment choices. With a blend of qualitative and quantitative techniques, we guide you through the current investment landscape for informed decision-making. 📈 Contact us today to get started! 🌐https://lnkd.in/d4mfebtC . . . . #MarketAnalysis #InvestmentStrategy #FinancialInsights #AssetClasses #ResearchTeam #InvestmentLandscape #InformedDecisions #WealthManagement #FinancialPlanning #EconomicTrends #GlobalMarkets #QuantitativeAnalysis #InvestmentOpportunities #FinancialGrowth #InvestmentSuccess #WealthPortfolio

CIO Investment Insights Q2 2024: Making Sense of Valuations Market hysteria, propelled by news headlines and social media speculation over the 'next big thing', often obscures rational decision-making. Justin Onuekwusi, CFA, St. James’s Place CIO, sheds light on their approach, underscoring the importance of prioritising long-term valuations over short-lived market manias. 🔗 Learn more: https://lnkd.in/e4xHmf5A

Private markets are among the fastest-growing but most opaque market segments. Accurate benchmarking for private investments requires a diligent and thorough process and access to a “golden source” of performance data. The Cambridge Associates private investment benchmarking universe is broad and granular, reflecting the diverse opportunity set in private markets. These benchmarks play an important role in the evolving landscape, helping investors identify opportunities, manage risks, and drive portfolio performance. S&P Dow Jones Indices collaborates with Cambridge Associates to provide solutions for investors with dynamic, fit-for-purpose benchmarks in an ever-changing market. Learn more here: https://lnkd.in/emZngBGG

With public markets shrinking (especially in New Zealand) this is something many investors should consider if they have the risk appetite and the long time frame required.