Antonello Russo

Senior Market Strategist Scott Voss joins LGT Crestone Wealth Management Limited's The Astute Investor podcast to share his views on the evolving landscape of private equity, the implications of macro shifts such as the US election, and the role of AI within private markets. Listen now: https://lnkd.in/eeVrssXw 

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As Richard Oldfield, our Group Chief Executive, highlights in his recent article for Financial News, market volatility and index concentration are prompting investors to reconsider their approach. 80% of professional investors expect to increase their allocation to active strategies in the coming year, according to Schroders’ Global Investor Insights Survey. Overall the “active vs passive” debate is becoming less relevant – discover why 👇.

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📉 The US equities trade at around 25x earnings today, while European equities sit closer to 15x. This is the third snippet from our latest Investment Insights interview, produced in partnership with STOXX where Ross Finlayson, head of EMEA investment strategy at Amundi ETF highlights the key question: could we see valuations converge in the years ahead? 🎥 Full discussion also features: - Natasha Sarkaria, CAIA, investment strategist, BlackRock  - Olivier Souliac, head of product specialists Xtrackers, DWS Group 💬 Moderated by Arun Singhal, head of product management, STOXX 👉 Watch the full interview here: https://lnkd.in/eRSGw6Wu] ETF Stream: The home of European ETFs

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Janet Mui, Head of Market Analysis, discusses how global stocks have hit a record high, the weak UK economy, and how geopolitical risk may be easing. #MarketsInAMinute #Markets

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Some analysts suggest swap rates may offer a different perspective than US Treasury yields when assessing credit markets. Read why we believe it's time to rethink the benchmark >> https://lnkd.in/epKg3Q6T Capital at risk. Past performance does not guarantee future results.

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With the global high yield market having a yield of close to 7%, Donald Phillips discusses where to find the current opportunities and the potential risks for investors. Capital at risk. This should not be construed as investment advice. #highyieldmarket #fixedincome

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Mid-market ABL is evolving fast and competition is rising. ⬆️ Economic headwinds, fewer deals and the rise of private credit are reshaping the space, causing lenders to adapt, collaborate and move at pace to secure opportunities. From unlocking capital for PE firms to structuring creative, multi-asset solutions, agility is now the key differentiator. FRP Partners Alex Hilton-Baird and Luke Wilson share what they’ve been seeing in the first half of 2025, and what’s next for ABL lenders navigating this evolving market. Read more here 👉 https://lnkd.in/emm_Aj3s #ABL #assetbasedlending #privateequity

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