Tiago Moreira Salgado’s Post

💼 Jamie Murray, portfolio manager at The Murray Wealth Group, highlights his top investment opportunities: 1️⃣ Adyen (ADYEY ADR): Global leader in payment processing, with €1 trillion processed last year. 2️⃣ Thermo Fisher Scientific (TMO NYSE): A healthcare tools giant ready for a growth resurgence with strong R&D prospects. 3️⃣ Northland Power Inc. (NPI TSX): Renewable energy innovator poised for a 50% EBITDA boost by 2027. Jamie’s approach focuses on sectors like payments, healthcare, and renewable energy, with a keen eye on undervalued opportunities across North America and Europe. #Investing #Adyen #ThermoFisher #NorthlandPower #MurrayWealthGroup #StockPicks https://lnkd.in/g8Unrgz4

Schulte partner Martin Sharkey shared his perspective on Morningstar DBRS ("Morningstar") recently entering Europe's CLO rating scene, with LevFin Insights. Morningstar is the first new company in 20 years to enter Europe’s CLO market, which has been dominated by ratings from Fitch, S&P and Moody's. Breaking into this established market presents challenges due to various entry barriers. Although most investors are receptive to all rating agencies, banks tend to have preferred partners for arranging their deals. According to CRA 3 legislation, every rated structured finance debt tranche in Europe, including CLOs, must receive ratings from at least two agencies. “Though this requirement is in force, there’s no obligation to appoint a smaller rating agency,” stated Martin. “It just has to be a consideration during the dealmaking process.” The original idea was that the legislation might loosen the grip of the big three ratings firms, he said, but in practice it has not had that effect. Learn more about Schulte's CLO Group: https://bit.ly/3yu2lgV  #SchulteLaw 

Find out from PGIM Fixed Income's Craig Leoce, U.S. Leveraged Finance Credit Research Analyst, how the auto industry’s regulatory framework may be impacted by the election results, and what it means for capital allocation. Learn More & Access Transcript: https://on.pru/4998g9b

Our latest 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬, published in collaboration with ETM Group, delves into the risks associated with rising 𝐠𝐥𝐨𝐛𝐚𝐥 𝐝𝐞𝐛𝐭 and higher borrowing costs. With a detailed review of sovereign credit ratings and potential economic impacts, this report is essential for investors and financial strategists. 📊🌍 👉 Read more to understand how these financial shifts could influence your investment strategies and economic outlook: https://lnkd.in/dDkpNqGQ #MCBGroup

@Brian Griggs underscores the critical importance of private markets allocations in portfolio development in a recent bylined article by @@Financial Advisor Magazine. Highlighted is Nuveen's portfolio analysis sessions for advisors, emphasizing the estimation of each holding's exposure to different risk and return factors. https://bit.ly/4cvOqFP

Brianne Gardner, MBA, Senior Wealth Manager at Velocity Investment Partners, Raymond James' top stock picks for August 2024: 📈 Visa ($V): Leading the way in fintech, VISA remains a dominant force in the payment processing industry, offering stability and growth. 📈 Chevron ($CVX): A global energy giant, Chevron is making significant strides in clean energy, ensuring its position as a forward-thinking leader. 📈 CN Railway (CNR): Known for its resilience, CNR continues to deliver strong financial results, making it a top choice for long-term investors. These companies represent a diversified approach to investing, balancing growth, income, and stability in a dynamic market. #Investing #StockMarket #TopPicks #FinancialPlanning #VISA #Chevron #CanadianNationalRailway #BrianneGardner #VelocityInvestmentPartners #RaymondJames https://lnkd.in/gpj3c-Cx

@Brian Griggs underscores the critical importance of private markets allocations in portfolio development in a recent bylined article by @@Financial Advisor Magazine. Highlighted is Nuveen's portfolio analysis sessions for advisors, emphasizing the estimation of each holding's exposure to different risk and return factors. https://bit.ly/3xTuSw7

@Brian Griggs underscores the critical importance of private markets allocations in portfolio development in a recent bylined article by @@Financial Advisor Magazine. Highlighted is Nuveen's portfolio analysis sessions for advisors, emphasizing the estimation of each holding's exposure to different risk and return factors. https://bit.ly/3zBrvup

CEPRES provides investment professionals with unparalleled data and portfolio analytics. With deep private transaction data, unavailable from any other source, investors can take advantage of the current market opportunities in Private Debt 🌐 Check out our private credit capabilities whitepaper below to find out more 👇 #marketopportunities #privatemarkets #privatecredit

@Brian Griggs underscores the critical importance of private markets allocations in portfolio development in a recent bylined article by @@Financial Advisor Magazine. Highlighted is Nuveen's portfolio analysis sessions for advisors, emphasizing the estimation of each holding's exposure to different risk and return factors. https://bit.ly/3xArar8