Gustavo Silva

Charting the course. Oasis Crescent CEO & CIO, Adam Ismail Ebrahim, shares his expertise on the future of the UK investment landscape. Discover the key drivers propelling sustained economic growth and robust market performance. Tune in to gain strategic foresight. #OasisCrescent #UKInvestment #EconomicOutlook #MarketPerformance #FinancialForecast #InvestmentStrategy #CEOInsights #MarketAnalysis #EconomicGrowth #FinancialMarkets

٢٤

#Hargreaves_Lansdown Hargreaves Lansdown backed the £5.4 billion bid for the FTSE 100 fund manager today from a private equity consortium, a deal that will end its time as a listed company. The Bristol-based finance firm has been listed in London since 2007. It said today that the final offer valued its shares at 1140p in cash and would include a 30p per share dividend for the financial year which ended on 30 June. Compared to the Hargreaves Lansdown share price before the approach was first made in April, the price is at a premium of over 54%. The consortium is made up of CVC, Nordic Capital and ADIA. Hargreaves Lansdown is named after its founders – Peter Hargreaves and Stephen Lansdown – who set it up as an investment tip sheet. It now runs a state-of-the-art trading platform from which clients can run their own portfolios and pensions. https://lnkd.in/dKpizupy

٤

Note: The following is my personal musing and not necessarily the view of GHC Capital Markets Limited. Anyone who has read my posts of late may have noted how I am determined to change the narrative surrounding UK 🇬🇧 #financialservices and in particular UK 🇬🇧 #markets. There has been too much #negativity - it’s time for #positivity It is not lost on me the irony of the LSEG (London Stock Exchange Group) therefore reporting extremely positive first-quarter results, with growth in line with analysts’ estimates as it plans to start releasing products from its tie-up with Microsoft in the coming months. https://lnkd.in/dSWWNn3q There is no question the owner of the London Stock Exchange is in “rude” #health looking at the numbers. Group CEO David Schwimmer is to be commended by #shareholders - although it will be interesting to see if there is a revolt as to his pay at the AGM today. However, the group is one thing. The importance of the #Exchange is another - and as the leading #brand, if we really want to #promote investing in UK markets, the leading UK 🇬🇧 exchange needs to lead from the front, ably supported and alongside the likes of Aquis Stock Exchange, Crowdcube, Seedrs, JP Jenkins, Asset Match Limited etc… A really positive element within the LSE Group is FTSE Russell, An LSEG Business and data analytics. I’m not surprised. What may come as more of a shock to some is the cost to domestic #professsional users such as #stockbrokers and #investmentmanagers is astronomical in relation to use of the one brand that #retailinvestors recognise without hesitation as a #benchmark - #FTSE! This is in complete contrast to say the Middle East which is being courted with “free” data. The London Stock Exchange is so important to the well-being of the UK 🇬🇧 that, and here is the most ironic thing of all, I do wonder if it should be in private hands? At the very least there could be a “golden share” in place. Better still would be to return it to its Members. Just my opinion. Others always welcome if done with #respect. (Thanks to City AM and Lars Mucklejohn for their reporting). ✌️✊🕊️🇬🇧🇬🇧🇬🇧🇬🇧 #shares #equities #bonds #investing #socialmedia

٥

In our latest instalment of Chart of the week, Bernard Swords, Chief Investment Officer, examines the significant moves in interest rate expectations in the US so far this year. Read his views here ➡ https://lnkd.in/eZs488eP #MarketingCommunication

٦

The British economy rebounded from a dismal April, with many merchants and wholesalers reporting robust sales in May 2024. The economy had stalled in April but outperformed estimates of a 0.2% gain. Following a period of weakness, the construction industry expanded at its quickest rate in nearly a year, helped by infrastructure and residential development projects. The retail trade, except for the motor vehicle and motorcycle industry (2.9%) and professional, scientific and technical activities (1%), was the largest contributor to the services sector's 0.3% rise, consistent with April's growth rate. After declining by 0.9% in April, industrial production increased by 0.2%. Manufacturing contributed the most to this increase, accounting for 0.4%, while the production of tobacco, food items, and drinks increased by 1.7%. Construction output increased 1.9% in the meantime, rising from a 1.1% decline in April. New work accounted for 2.7% of the total, while repair and maintenance accounted for 0.8%. Whereas, the British economy surpassed 1.2% estimates in May 2024 and grew 1.4% year over year, marking the largest annual growth since June 2023. This came after an upwardly revised 0.7% gain in April. From 1998 to 2024, the United Kingdom's monthly GDP YoY averaged 1.82%. After last night's comeback from England and the 4-touch winner from Ollie Watkins, the GDP growth becomes the second important news. Whilst we are on it, was the Penalty call right by the VAR? GBPUSD: 1.2887 GB10Y: 4.142% FTSE100: 8,225.41 (+0.39%) #UK #economy #GDP #markets #euros #VAR

١

Major restructuring at Legal & General sees a new asset management division created from Legal & General Investment Management (LGIM) and Legal & General Capital, while LGIM CEO Michelle Scrimgeour announces her departure. All this and much more below... #moves #peoplemoves #restructuring #markets #trading #assetmanagement

٢

Afternoon, my latest blog on Labour spending and the possible impact on rates and gilts.

١٣

With COP29 – dubbed the “Finance COP” – coming to a close on Friday, Saffery Trust Guernsey and Dubai Director, Phil Radford, shares his insights on increased environmental, social, and governance (ESG) #legislation, and its impact on wealth industry professionals. Read more here: https://lnkd.in/eQnnisTP #trustedadvisor #clientservice #esg #cop29 #wealthindustry

١٢

A Turbulent behaviour of Benchmark KSE-100 Index as all time High of 82905 was recorded and as well one Day and one Week Reversal took place as the Index closed for the week at 81292 level posting a loss of 782 point on WOW. A modest Turnover of almost 155 million Shares per day during the week and cooling off of 14 day RSI from above 75.38 last week to 61.44 on last Trading day bodes of Neutral status of Benchmark Index however the continued Trend of higher Highs and higher Lows of last few consecutive weeks implies strength going forward. The Breakout of Ascending Trendline EE in proximity of 79500 and Physchological level of 80000 had propelled the Index to 82905 achieving almost 6000 points from Retracement or Turnaround point of 76943. Consolidation with Volatile behaviour is expected in Band of 80000-83000. Strands of Support are in place with Immediate defined by Axis FF at 80550 and Physchological at 80000 followed with Minor Support EE in proximity of 79500 and Major Support DE in proximity of 79350. The Upticks will face Hurdle on a recently developed pattern of Diverging Triangle PPO whose Ascending Axis PP is Immediate Resistance in proximity of 83000 and another Ascending Axis PO is Minor Resistance in proximity of 83550. The Major Resistance is Horizontal Axis at Physchological level of 85000. #pakistanstockexchange #psx #Index #indexfunds #technicalanalysis #indexanalysis #forex #trade #kse100 #economy

١٠

The UK funds industry is at a turning point and private markets are facing a wave of global challenges that are all reshaping how managers operate and deliver returns. How will latest policy developments impact fund managers, and what lies ahead for the industry? 👉 Ross Youngs & Nick McHardy share their insights here: https://lnkd.in/eCRqw2K7

٩

The volume of pulled real estate deals in the UK has soared to a new high. Samantha McClary digs into the latest MSCI Real Assets data for EG. https://lnkd.in/ebPqKUhn

١

#FundManagerNews 🗞Jonathan Platt, head of fixed income for Royal London, is set to retire at the end of 2024. Head of Private Assets, Will Nicoll, will also assume Platt’s duties at the end of the year after working alongside him throughout the transitionary period. Read further 👉https://lnkd.in/ek8q8E_D If this affects you and you’d like to discuss our opinion on this fund and how it may or may not continue to fit your investment goals or risk tolerance, please call us on 01420 83517 or email [email protected] #fundmanagement#investments#investing

١

The UK's Overseas Funds Regime (#OFR) is making significant strides, with the Financial Conduct Authority (FCA) providing key updates and timelines for firms to follow. As we approach the second half of 2024, it's crucial for #fund operators to stay informed on the latest developments.   To discuss how we can help your organisation to navigate the practical issues arising from OFR, and receive a copy of our helpful OFR guide, contact a member of the Eversheds Sutherland funds team.   #FinancialServices

١٤

News & Analysis | Private equity could be a financial risk, warns Bank of England Asset values and debt put industry under the spotlight, finds Andrew Holt. Read more: https://lnkd.in/eNND8XMJ Bank of England #Interestrates #Investmentrisk #Privateequity #Privatemarkets

٢

A pleasure to appear on Sky News Business Live yesterday afternoon to dissect market reaction to rising tensions between Russia and Ukraine, as well as the news that president-elect Donald Trump has named Howard W. Lutnick to serve as US Secretary of Commerce.   Fascinating to discuss how markets’ attitude to geopolitical tensions has changed in recent years with Darren McCaffrey – the team at Mergermarket will continue to monitor reaction in the coming months as we begin to understand more about upcoming geopolitical and trade developments, and how they will impact markets in Europe.   #markets #privateequity #tariffs #IPO #equities  

٧٤

٢ تعليق

Coverage of Temple Bar's recently published annual results in this article from Citywire's Gavin Lumsden, highlighting recent bid activity in the UK stock market and the "miserly valuations" attached to UK stocks, among other things. https://lnkd.in/eh8ymF8C No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.   #valueinvesting #ukinvestment #opportunity 

٩

Speaking at the CMIT conference, CEO of the London Stock Exchange and Chair of CMIT - Capital Markets Industry Taskforce Julia Hoggett commented on the breadth and ambition of the capital markets reform agenda underway, all designed to ensure the dynamism of the UK capital markets and the wider UK economy.   “The UK has possibly the most ambitious capital markets reform agenda anywhere in the world right now and we should be proud of that. It is tackling issues that exist in many developed markets around the world - head on. And by doing so, has the ability to do what no other country is doing. Fundamentally, this is all designed to support not only the UK’s place as a global financial centre, but also to put back, centre stage, both practically and in terms of the public understanding, the City’s role in helping grow the UK domestic economy.”   Learn more about CMIT’s work in bringing together stakeholders from across capital markets to drive the reform agenda: https://lnkd.in/eAcHCcfs

٧٢