Fidelity International’s Post

Experiencing a touch of déjà vu reading this insightful McKinsey article. It brought me right back to CAIA Association's thought leadership piece, Portfolio of the Future (2022), and contributing author, Ashby Monk's wise assertions about operational alpha and that "The Portfolio for the Future™ will be driven by firms that innovate and exploit new organizational and operational models to save cost, reduce risk, and pioneer new investment ideas.” So, while private markets have grown significantly during a period of “low interest rates and expanding deal volumes,” looking forward to changing macroeconomic conditions, McKinsey & Company poses 5 key differentiators for firms to continue to grow in the private markets in the next decade. ·     Sales Alpha ·     Sourcing Alpha ·     Operational Alpha ·     Exit Alpha ·     Organizational Alpha "Firms that build the capabilities needed to achieve these alphas have the potential to become the next generation of outperformers in private investing.” Dianne M. Regnier Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP Kim Durand Claire Sawyer McKinsey & Company Steven Novakovic, CAIA, CFA John L Bowman, CFA William J. Kelly, CAIA Ruth Carolan #alternativeinvestments #alpha #interestrates #privatemarkets

For professional clients and qualified Investors only. 🌐 Schroders Equity Lens November 2024 📈 Post-election momentum propels US equities to a remarkable 27% gain this year, overshadowing Europe's modest 5% rise. Is a small cap revival on the horizon? 📅 New Insights from the Equity Lens: - The US equity market has thrived following Trump’s victory, dramatically outperforming Europe ex UK equities in USD terms. - Broader performance across sectors suggests a diverse growth pattern. - A notable trend: US small caps are now outpacing large caps. These smaller companies are not only cheaper but also stand to gain from Trump's focus on domestic policies. 💡 Key Highlights: - Small caps have lower valuations and are more domestic-focused. They benefit uniquely from the current interest rate environment and favorable inflation trends. - The narrative around the Magnificent-7 driving market returns is being challenged as broader market opportunities arise. 📉 Chart of the Month: Dive deeper into the performance metrics and strategic insights shaping today's equity markets. 🔗 Read the full article, https://okt.to/8m5ahP, and share your thoughts below! Let's discuss the evolving landscape and future opportunities in global equity markets. #EquityMarkets #MarketTrends #Schroders #StrategicResearch

Five alphas: Essential capabilities to succeed in the next era of private capital. McKinsey & Company The next era of private capital will look different from the last. Five core capabilities can determine which managers capture strong returns, growth, and profitability in these changing times. Private markets assets under management (AUM) have experienced explosive growth over the past decade, increasing, from $3.8 trillion in 2014 to $13.1 trillion during a period of historically low interest rates and expanding deal volumes, and an increasingly globalized economy. Capital Innovations, LLC

For professional clients and qualified Investors only. 🌐 Schroders Equity Lens November 2024 📈 Post-election momentum propels US equities to a remarkable 27% gain this year, overshadowing Europe's modest 5% rise. Is a small cap revival on the horizon? 📅 New Insights from the Equity Lens: - The US equity market has thrived following Trump’s victory, dramatically outperforming Europe ex UK equities in USD terms. - Broader performance across sectors suggests a diverse growth pattern. - A notable trend: US small caps are now outpacing large caps. These smaller companies are not only cheaper but also stand to gain from Trump's focus on domestic policies. 💡 Key Highlights: - Small caps have lower valuations and are more domestic-focused. They benefit uniquely from the current interest rate environment and favorable inflation trends. - The narrative around the Magnificent-7 driving market returns is being challenged as broader market opportunities arise. 📉 Chart of the Month: Dive deeper into the performance metrics and strategic insights shaping today's equity markets. 🔗 Read the full article, https://okt.to/kW82af, and share your thoughts below! Let's discuss the evolving landscape and future opportunities in global equity markets. #EquityMarkets #MarketTrends #Schroders #StrategicResearch

As 2024 began, MSCI’s chief research officer, Ashley Lester and the #MSCIResearch team identified five key themes that would be top of mind for global investors. Over the first half of the year, some of these have unfolded as one might expect, but there have been some surprises along the way, including inflation proving more stubborn than expected. As investors reassess how to manage portfolios in light of these and other ongoing challenges, Ashley and team explore how these themes have evolved — and what markets may bring for the rest of 2024. https://lnkd.in/dCi7RMHw

💡Very glad to have participated in the AIM summit event, where I had the opportunity to listen to insightful panel discussions and keynote speakers on the latest market trends. In today’s volatile markets environment, diversification isn’t just a strategy – it’s a necessity. Spreading investments across asset classes and regions helps mitigate risk, reduce volatility, and capture growth opportunities worldwide. 📈  🌏 In the ever-changing world of finance, it is essential to diversify your investment allocation and add alternative investments to create robust portfolios. ⭐️ At The Family Office company Bsc , we offer diversification across geography, sectors and asset classes, by providing access to exclusive co-investments with top-tier managers in private equity, private credit and real estate. #AIMsummit #InvestmentDiversification #FinanceInsights #wealthmanagement 📈🌏

As 2024 began, MSCI’s chief research officer, Ashley Lester and the #MSCIResearch team identified five key themes that would be top of mind for global investors. Over the first half of the year, some of these have unfolded as one might expect, but there have been some surprises along the way, including inflation proving more stubborn than expected. As investors reassess how to manage portfolios in light of these and other ongoing challenges, Ashley and team explore how these themes have evolved — and what markets may bring for the rest of 2024. http://ms.spr.ly/6040mOTpQ

As 2024 began, MSCI’s chief research officer, Ashley Lester and the #MSCIResearch team identified five key themes that would be top of mind for global investors. Over the first half of the year, some of these have unfolded as one might expect, but there have been some surprises along the way, including inflation proving more stubborn than expected. As investors reassess how to manage portfolios in light of these and other ongoing challenges, Ashley and team explore how these themes have evolved — and what markets may bring for the rest of 2024. https://lnkd.in/ePZJp8dB

As investors look to manage the outsized effect of the Magnificent Seven and the tech #sector in general, MSCI’s #PerspectivesPodcast explores sector-based investing — a strategic approach for investors looking to gain exposure to distinctive segments of the economy. #MSCIResearch’s own Abhishek Gupta, CFA and Dinank Chitkara, CQF dig deep into their recent paper, “Incorporating Sector Investing in Portfolio Management,” and Vanguard’s, Andrey Kotlyarenko, CFA, provides a view into how investors put this all into practice. http://ms.spr.ly/6048lon4m

As 2024 began, MSCI’s chief research officer, Ashley Lester and the #MSCIResearch team identified five key themes that would be top of mind for global investors. Over the first half of the year, some of these have unfolded as one might expect, but there have been some surprises along the way, including inflation proving more stubborn than expected. As investors reassess how to manage portfolios in light of these and other ongoing challenges, Ashley and team explore how these themes have evolved — and what markets may bring for the rest of 2024. http://ms.spr.ly/6041lPpNh