Marc Posso-Secretan

Franklin Templeton has gained regulatory approval in Luxembourg to launch its first open-ended private markets strategy aimed at private wealth clients. The fund, co-advised by Franklin Templeton and secondaries specialist Lexington Partners (acquired by Franklin Templeton in 2021), will focus on private equity secondaries and is set to launch in early 2025. George Szemere, CAIA, head of alternatives EMEA wealth management, emphasized the fund’s role in expanding Franklin Templeton's alternatives business and leveraging Lexington’s expertise to enhance access to private markets for wealth managers. The secondaries market has grown significantly, reaching $130 billion in 2023, up from $28 billion in 2013. Open-ended funds in this space are popular due to their liquidity, diversification, and shorter distribution periods. Set up under Luxembourg’s UCI Part II regime, the fund is accessible to professional clients across the EU and retail clients under specific national regulations. This strategy aligns with a broader industry trend, as firms like Coller Capital and The Carlyle Group have also launched similar offerings targeting the wealth channel.

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BLI - Banque de Luxembourg Investments has published the latest edition of ‘Perspectives’, its latest financial markets analysis. Topics of Q4/2024 amongst others: - The remarkable resilience of the US economy seems set to continue. - The rotation observed on stock markets in the third quarter is set to continue. - The main risk for stock markets at present is geopolitical. 👉 English version: https://lnkd.in/et9ACtNM 👉 Version française : https://lnkd.in/eN42GmQS 👉 Deutsche Version: https://lnkd.in/ezRiuiNv 👉 Nederlandse versie: https://lnkd.in/e-d6rMkz #financialmarkets #analyses #economy #investmentstrategies #recession #stockmarkets #assetmanagement #luxembourg

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BLI - Banque de Luxembourg Investments‘ Head of Fixed Income Jean-Philippe Donge has published a new article dedicated to emerging market debt. In this article, which concludes a series of several publications edited by Jean-Philippe, Jean-Albert Carnevali and Maxime Smekens, BLI’s Head of Fixed Income points out that due to technical and fundamental reasons, investors cannot ignore emerging market debt as a truly optimising element in their portfolio construction. 👉 English version: https://lnkd.in/eiEvH9t7 👉 Version française : https://lnkd.in/eUQ5Z7uq #marketingcommunication #fixedincome #emergingmarkets #debt #portfolioconstruction #diversification #assetmanagement #luxembourg

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What a turnout, many thanks to all participants that came to our annual event that we held on the 6th of June. Eric Sturdza Investments offered a whole range of answers when we welcomed our #international guests to our annual conference. We were #delighted to present a truly #international line-up of speakers: Louis-Vincent Gave from Gavekal and Raphaël Sobotka from Amundi , along with our own portfolio specialists Yutaka Uda, Shasha Li Mafli, Scott Utzinger and Eric Vanraes who shared insights into Japan's #economy, opportunities in #Asia, investing in owner-operators and the role of hybrid #bonds in a portfolio. Warren Giles Damir Zjacic Jerome Sack Nicolas Huras Jerome Papailhau Pascal Perrone Alexandre DERUAZ, CFA Ludovic LABAL David Haynal, CFA, CQF Alexis Bitz Oana Buscaneanu Bertrand DIDIER Louis Rieu Coges Corraterie Gestion Banque Eric Sturdza SA Eric Sturdza Management Company S.A.

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Foreign direct investment in China fell last year to its lowest level since the 1990s, while the total value of private equity deals plummeted from a high of $47.6bn in 2021 to $4.5bn last year … better to invest in Japan, India and Australia

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Impact investing may have originated in private markets, but it's gaining importance in public markets too. Our Positive Change strategy focuses not only on companies with strong social or environmental credentials, but also on those that can improve their impact through active ownership. #impact #global #equities

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Private markets for Private investors - We think a #diversified exposure to #public and #private assets has its benefits provided liquidity aspects are clarified and understood. We want first ensure the right risk/beta exposure. Astute manager selection may potentially add alpha as the #icingonthecake. #privatemarkets #beta #alpha (when investing, your capital may be at risk) Ring the 🔔 next to my profile picture for occasional snippets on financial markets. Deutsche Bank Deutsche Bank Private Bank

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Machine-learning models have long been used in healthcare, Thematics private equity investor Chiara Brambillasca noted on the healthcare panel at IPEM Cannes 2024. Now they are becoming more disruptive – one example is generative biology approaches allowing larger exploration of de novo therapeutic compounds. Read about the healthcare industry's embrace of innovation and the opportunities for private investors here: https://lnkd.in/epnuJ8nG #health #privateequity #alternatives

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https://lnkd.in/dmVJGGBg The Times 3i Group plc #ceo SIMON BORROWS "funds that acquired companies at lofty valuations in the last deal boom face challenges in today’s tougher environment" “There is a very big bifurcation between winners and losers,” “Once the marks and the performance of those things they bought at the top of the market in 2021 and 2022 become apparent, I think they’re going to find it harder to raise new funds. A lot of people invested like crazy in those years and they were expensive years with the benefit of hindsight .#valuations #PE #privateequity #dealmaking #equity #mauritius #africa #india #uk Kick Advisory Services

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“We believe there has never been a better time to be a bondholder in subordinated debt issued by companies in the financial sector.” Romain Miginiac, Fund Manager at Atlanticomnium who manages Credit Opportunities and Sustainable Climate Bond strategies for GAM Investments, discusses the strong fundamentals of European banks and his latest perspective on the pricing of extension risk. Read more here: https://ow.ly/rtn030sIfZI Marketing Communication | Capital at Risk #GAM #EuropeanBanks #Bonds #SubordinatedDebt #InvestmentInsights

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Learn more about Amundi's Q3 results below!

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After a tough couple of years, European real estate stands out as one of the few asset classes where valuations aren’t sky-high. With fundamentals improving, this creates an attractive investment opportunity, says global head of real estate Zsolt Kohalmi. https://lnkd.in/eYztfHVM #realestate #alternatives #outlook

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Really pleased to see Pascal Dudle as 1 of the 5 managers nominated for #FEfundinfo Best Alpha Manager - Responsible for Vontobel Global Environmental Change. With a targeted approach focused on 6 clearly defined Impact Pillars, Pascal’s managed this global equity fund - delivering the double-dividend of positive environmental impact with competitive risk-adjusted returns - for over 15 years.  --- About FE fundinfo Alpha Manager Ratings: The Alpha Manager Rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their career history. FE fundinfo ratings allow investors to instantly identify those managers who have consistently outperformed their peer group over time. Vontobel #ImpactInvesting #PositiveImpact #NetZero

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🌐 Reflecting on an Insightful Peer-to-Peer Session at the Amundi World Investment Forum 2024 🌐 A warm thank you to all our clients who participated in the pension funds peer-to-peer session at the Amundi World Investment Forum 2024. Your engagement and insights were invaluable. We were honored to have industry experts Karin Franceries, Frédéric Hoogveld, CFA, CAIA and @Sergei Strigo lead our discussions. Together, we explored crucial topics shaping our sector: • Investment Trends and Challenges: Understanding the current landscape and navigating the complexities of pension fund investments. • Climate Investment Solutions: Leveraging passive indexes to drive sustainable and impactful investments. • Emerging Markets Debt: Evaluating and integrating EM debt within our allocation strategies. • Long-Term Opportunities: Identifying and capitalizing on opportunities that promise sustainable growth and stability. The exchange of ideas and experiences has allowed us to better address the challenges ahead and seize new opportunities. We look forward to continuing this journey together. Thank you once again for your participation and contributions. #AmundiWIF2024 #PensionFunds #InvestmentTrends #ClimateInvestment #EmergingMarkets #LongTermGrowth

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Women in Finance Group podcast with lovely Natalia Bucci, CFA. Tune in to listen to her career journey and advice for younger women! #womeinfinance #womeninbusiness #womeninseniorleadership

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