Nifesimi Shitta-Bey, CFA, FCCA’s Post

We examine three unique trends that have historically coincided with the onset of recession and provide constructive context for investors.

As we come off a stronger-than-expected 2023, how are CEOs planning for M&A in the months ahead? I had the pleasure of joining my colleague Gregory Daco on the latest episode of Macro Bites to talk all things dealmaking and discuss the important nuances of the current macroeconomic environment as well as the sectors to watch in 2024.

We examine three unique trends that have historically coincided with the onset of recession and provide constructive context for investors.

📊💼 In today’s article, Manuel B. explores how small, mid, and large-cap stocks perform under different economic conditions. Essential insights for investors navigating market shifts! 🚀📈

We examine three unique trends that have historically coincided with the onset of recession and provide constructive context for investors.

Is a recession on the horizon? The combined signals from these two economic indicators, often seen as a harbinger of an impending economic downturn, have significant implications for company valuations. This article explores how investment professionals and fund managers can benefit from consulting with valuation firms to gain a broader perspective on industry trends and competitive landscapes during recessions. Swipe through to uncover the four crucial ways economic shifts could impact company valuations. By leveraging the expertise of valuation firms, investors can make more informed decisions, identify opportunities, and navigate the complexities of a recessionary environment effectively. Read the full article, "What the Yield Curve Inversion and Real-Time Sahm Rule: Implications for Company Valuations," by John Minella: https://ankura.co/4epv858

With the new U.S administration 🇺🇸, ongoing uncertainty around interest rates changes, and geopolitical tensions around the world 🌎, this week I delved into how different market caps react against different scenarios. A fundamental insight to any investor wanting to understand the markets 📊. Thanks as always to the Finance Generation team, and feel free to comment on anything!

Volatility is a feature of long term investing NOT a risk 📉 In the face of market volatility, it's easy to feel uncertain and panic. However, true success in investing always requires a long-term perspective. History shows us that markets naturally experience highs and lows (temporary declines) —yet over time, investors will be rewarded for patience and resilience. 📈 🏃Navigating financial markets is like running a marathon, not a sprint to the next hot trend 🌍 Consider diversified global equities as your 26.2 mile roadmap!.. 🎯 Staying focused on long-term goals helps us ride out short-term fluctuations and capitalise on growth opportunities. So, remember: patience isn’t just a virtue in investing; it's a MUST for sustainable success. ⏳ #Investing #Finance #MarketVolatility #LongTerm #globalequities 📷 Shanin Thomas, CFA

What’s on Joseph Zidle’s mind this quarter? 🧠 #Infrastructure investing, the labor market and #Blackstone’s optimistic economic outlook — learn more his latest issue of #TheConnection:

My take on this week's research brief— slightly positive news. Are you transitioning your business and now focusing on strategies to grow? Or, are you continuing to focus on managing inflation? Your organization may have the ability to grow when others are constrained. We can execute strategies for clients in any economic environment. You may have options that you have not considered and is a good reason for a brief discussion. Read Report: https://lnkd.in/gGBDAdvq #research #marcusmillichap #cre #capitalmarkets #saleleaseback #realestatestrategy #cfoadvisory