KKR's Butler and UBS' Ponczek on real estate investments

During 2025, global equity markets have been caught in a delicate balance between record highs and underlying fragility: https://okt.to/W1dS0r #Investment #Finance #Marketingcommunication #Assetmanagement #Investinginyourinterest

JPM Global Growth & Income most exposed to potential Mag Seven repricing. A majority of global equity mandates have exposure to the Magnificent Seven stocks but research by Stifel has found that the £3.5bn JPM Global Growth & Income (JGGI) has some of the largest exposure to the firms leading the AI investment trend. Check out Eve Maddock-Jones' latest article 👇 https://incm.pub/46U6Hwf #investment #wealthmanagement #assetmanagement #finance

Ben Carmona dives into why the traditional 60/40 portfolio model failed during the 2008 financial crisis, even for those who followed it to the letter. He explores how big institutions thrived by embracing alternative investments, a strategy still paying off today. Want to know what worked when the experts’ advice didn’t? Watch and find out how diversifying beyond stocks and bonds could be the key to success! #FinanceTips #Investing #PortfolioStrategy #AlternativeInvestments #2008Crisis #WealthBuilding #FinancialFreedom

After a decade of mega-cap dominance, small caps appear to be offering what investors claim to want; quality at a discount. Our latest insights explore valuation trends, historical context and why concentration risk has rarely been higher. Learn more about how WEDGE approaches small-cap investing: https://lnkd.in/dDjwYc6y For important disclosures please click here: https://lnkd.in/eK4vfXW9 #ValueInvesting #SmallCap #MarketTrends #WEDGECapital

The latest PA magazine is out now! In this issue: 📰 Investors are rediscovering a taste for UK equities after many years of unpalatable performance 📰Are shareholders being given only half the story when a Reit is considering a takeover bid? 📰How HSBC Asset Management’s Olga de Tapia and Sefian Kasem have innovated their range to meet demand 📰Risks loom large for the global economy, RLAM senior economist Melanie Baker warned PA Autumn Congress delegates Read now: https://lnkd.in/eu3cDzy8 #ukequities #globaleconomy #investors #wealthmanagers #equities

As global markets enter a third year of a “longer-term bull market,” Brett Mitstifer, CFA, Flagstar Financial’s new chief investment officer of private banking and wealth management, believes the cycle will create opportunities across equities, bonds, and parts of the alternatives landscape over the next five years. Find out more in this exclusive interview with Lauren Bailey: https://hubs.li/Q03ND9WD0 #MarketsGroupNews #PrivateWealth #PrivateBanks #WealthManagement #FinancialServices Christine Giordano Muskan Arora

While equity markets are being driven higher by valuation expansion, the underlying earnings growth to sustain them remains challenged. This has created a selective market that rewards certainty but harshly punishes any company that misses expectations. Our latest Fireside Chat confronts this issue directly. We analyse why the fundamental quality of the S&P 500 hasn't actually improved in over six years and reveal where investors can find attractive 6-7% returns in high-quality credit as an alternative to equity risk. In this market, looking beyond headline performance to understand the true drivers of return is 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹. Join CEO Rob Coyte and Jayden Ribarovski from Genium Investment Partners below. #marketupdate #investinginsights #reportingseason #valuation #sp500 #assetallocation #defensiveinvesting #fixedincome #finance #ausfinance #harboursideim

I recently sat down with Troy Rosenlis, CFA to delve into the key wealth considerations arising from private transactions.    What we covered?  📊 Effective wealth management  🚪 Exit strategies  🌟 Development of meaningful legacies    Informed decision-making is essential to turning challenges into opportunities for growth and legacy building.     Watch the full video here: https://pwc.to/48zSRQZ     Interested in learning more? Reach out!    #PwCPrivate #PwCAustralia #PrivateBusinessBites #PrivateWealth #WealthConsiderations #PrivateTransactions #Deals 

Strategic wealth management is no longer optional — it’s essential. In 2025’s market, elevated valuations and renewed bond yields demand intentional portfolio design. For high-net-worth investors, success depends on integrating tax efficiency, liquidity, and diversification into one cohesive plan. Discover how to structure your wealth management investments for long-term growth, risk control, and family legacy: 👉 https://lnkd.in/eYQzJyqW #WealthManagement #InvestmentStrategy #HighNetWorth #FinancialPlanning #PrivateWealth #TaxStrategy #PortfolioDesign #TriStateWealthAdvisors #WealthInvesting #FinancialAdvisors #MarketOutlook2025

During 2025, global equity markets have been caught in a delicate balance between record highs and underlying fragility: https://okt.to/CLUOHb #Investment #Finance #Marketingcommunication #Assetmanagement #Investinginyourinterest