Christopher Stradling on 2025 market trends

While we put the finishing touches on the this years program and speaker line-up, we continue our #PeopleOfBCMC series – highlighting what makes the Baltic Capital Markets Conference such a unique experience. The Baltic Capital Markets Conference is the meeting point for high-level participants to share knowledge, expand networks, and grow business opportunities. At its core, it’s all about capital markets. 🎙️ Marius Jurgilas, CEO of Axiology, joined the panel “Baltic debt capital market: is retail the new institutional investor?” at last year's Baltic Capital Markets Conference 2024 and shared his perspective on the importance of regional collaboration: “We need more coordination between Baltic countries. There’s no way to create a capital market without strong cooperation between Latvia, Lithuania, and Estonia.” ▶️ Watch the full video and hear Marius’ views on Baltic capital markets! 🔗 More information and tickets here: https://lnkd.in/dxScDUjm Main organizers: Eversheds Sutherland Bitāns | Sorainen | Signet Bank | COBALT Legal #BalticCapitalMarkets #BCMC2025 #CapitalMarkets

Two markets, two mindsets At the CCIM Forum, Chris Cervelli, CCIM, CPM shared how he thinks about today’s opportunities: where to go for steady cash flow and where to play the long game. 📹 This is part 4 of our 4-part CCIM Forum series — a look at what might be next for NJ and NYC investors. #CCIM #CervelliRealEstate #Multifamily #CommercialRealEstate #NewJersey #NJRealEstate

It is our perspective that private markets have moved from the margins to the mainstream, but how does the fundamental wisdom of investing change when the investor pool widens? Garvan McCarthy writes the latest edition of Brick by Brick in the wake of IPEM Paris 2025, exploring the drivers of growth for private asset classes in the near term, and what investors should consider before allocating. Read the full piece: https://bit.ly/439DTgX #MercerNews #PrivateMarkets #investing #investors

With reduced financing costs and stronger investor appetite, it was an opportune time for James Taylor (JT), Head of Investment Banking at Deutsche Numis, to join a panel discussion on identifying the key financial information and trends in private markets at last week’s FT LIVE Future of Financial Intelligence conference. Along with panellists from S&P Global Market Intelligence and State Street, topics under discussion included: 🔎 Trends in IPOs and M&A activity 🔎 The metrics that matter most for companies and sectors 🔎 What will attract institutional investors in 2026 JT also shared insights from Deutsche Numis’ recent #RaisedinLondon report, which surveys 150 FTSE leaders to deliver concrete measures for strengthening the UK capital markets. You can read the report here: https://lnkd.in/djJaerN8

How CEOs can play the long game in a shortsighted world: FCLTGlobal’s Sarah Keohane Williamson discusses the importance of resisting short-termism, rethinking investor relations, and reframing incentives. http://dlvr.it/TNY3B1

In this short video, Global X Head of Institutional Sales, Chad Hitzeman, shares how investors can navigate the evolving income landscape with strategies like covered calls. 📹 Watch Chad’s full insights in the video below! A huge thank you to the WealthLeaders eXchange team for having us at the WealthLeaders Forum Sydney 2025, and shoutout to the Advisory Committee, delegates, and Exchange Partners for making this event such a success! Global X Management (AUS) Limited AFSL: 466778, ACN 150 433 828. Investing involves risk and returns are not guaranteed. Before investing, you should consider seeking independent advice and read the relevant PDS and TMD available at https://lnkd.in/ghd3bHXR. Past performance is not a reliable indicator of future performance. #WealthManagement #incomeinvesting #InvestmentStrategies #ASX #CoveredCalls #WealthLeadersForum #FinancialAdvisers

At the CBOE conference in Munich, our CRO Didier Michoud joined David Dredge (Convex Strategies Pte Ltd) and jerry haworth (36 South Capital Advisors) on a panel moderated by Oliver Renick (Narrative Capital Management, LP). Core insights: correlations aren’t what we think they are in times of crisis. What feels safe in calm markets often unravels under stress — creating both risks and opportunities. Too often, investors try to reduce volatility to avoid painful losses, but that means giving up potential large gains that drive long-term results. The smarter path: embrace the upside, while using convex strategies to cut the risk of large losses. True diversification is about protecting the downside when one really needs it, without sacrificing growth — and implementation is everything. Many thanks to all the panelists for such an insightful discussion, and to CBOE for bringing it all together. #RiskManagement #Convexity #Diversification #CBOEConference

In a market defined by constant change, discipline is essential. Yet even experienced investors can find their instincts working against them. In this episode of Radian Talks, Eric Caisse, CFA, CMT, CFP®, Chief Investment Officer at Csenge Advisory Group, discusses how a structured process can bring clarity to complex decisions. With more than 25 years of experience, Eric leads Csenge’s investment committee and oversees Fusion Analysis, a framework that integrates fundamentals, technicals, and behavioral insights. In our conversation, Eric shared his perspective on: 🔍 Why investors are often “wired incorrectly” when making decisions 📊 How Fusion Analysis is designed to keep the focus on what matters most 💡 Observations from decades of portfolio management ▶️ Watch the conversation: Finding Your Edge in Markets https://lnkd.in/eRS_xJwQ #RadianTalks #InvestmentInsights #PortfolioStrategy #BehavioralFinance

Attended the IMN Miami Family Office last week. A few key questions stood out in today’s market conversation: - Is price per square foot becoming a more critical metric than cap rates? - Is cash flow the real driver for getting deals done, with potential exit cap taking a back seat? The landscape is shifting, and it’s clear that fundamentals are being re-evaluated. Curious to hear how others are thinking about this especially in today’s environment? #RealEstate #IMNConference #CRE #Investing #DealFlow

Spoke at Anthony Pompliano's The Independent Investor Summit on Friday. Did a quick interview with Phil Rosen on why #ITSNOTANOPTION 📙 to leave too many chips on the table. Options are driving the market right now @MarketRebels