Kam Pouyamajd

Click the link below for Lipper's webinar review of the UK fund market, Q2 2024. Looking at active v passive flows, which asset classes have been making the running (and which haven't), insights at the more granular level of the #Lipper fund classifications, and a drill down into where the money's been going in #sustainable_investing. The downside is that you have to listen to me do it, but you can't have everything...

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The miracle of managed accounts! Clients of Activam Group actually DID get these performance outcomes on BT Panorama, because their portfolios rebalance promptly and consistently across all accounts. Meantime their advisers could focus on strategic advice and client engagement, where they most add value. "Execution alpha" is real and quantifiable. #BTPanorama #ManagedAccounts

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Make time for this discussion if you can. As one of the most experienced issuers, I am sure you will gain helpful insights from Frank into the growing #SRT market.

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Where are the opportunities as the Fed starts its easing cycle? Ariel Bezalel and Harry Richards analyse the fixed income investment landscape as the global economy slows. https://ow.ly/HTuO30sHaPH #JupiterAM Capital at risk. For professional and institutional investors only. #FixedIncome

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What can you do once you remove the barriers to access your own trading data all in one place? Our very own Tim Cartledge sat down with Colin Lambert to discuss what's next for all market participants using Tradefeedrs API.

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Generally speaking, in US markets Mid Cap companies have a stock market capitalisation of $ 2 bn to $ 10bn. The quality mid-cap investment universe is rich with possibilities, offering the potential for portfolio diversification. ➡️ Join Baris Pinar, Head of Global Excellence Equities at Julius Baer, as he shares more about untapped opportunities in the quality mid-cap space in this video. #MarketInsights

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WOW....look at some of the quotes from Nikhil Rathi's published speech for the FCA's international markets conference, including "we need a shift from reactive, to proactive regulation...and a system guided by good outcomes, not just rules for the sake of it. The goal of regulation shouldn’t just be to step in when things go wrong, or respond to a crisis. We want to deliberately create an environment that helps firms compete, and grow." A great example of the dual mandate I mentioned a few days ago and another reason why the UK financial services sector will slowly get its Mojo back.

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Have a quick listen to Dave and Nigam from BestEx providing a clear and concise case for why you may want to consider utilising order aggregation in your execution. https://lnkd.in/dP7_H-9z

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The BlackRock Investment Institute sees massive capital spending creating investment opportunities in the real economy – and is leaning into risk as a result. Learn why 👉 https://1blk.co/3LMOdCJ #marketingmaterial Capital at risk

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What a difference a month makes! After posting withdrawals of €5bn in April, European long-term fund flows bounced back into the black in May, exceeding €40bn. Even active mutual fund strategies post solid subscriptions (€8bn) after haemorrhaging €21bn in the previous month. However, the standout winners in May are ETFs, which record net sales of €23bn. Cross-border ETF sales bolster the fortunes of groups at the top of the leaderboard, with BlackRock once again in pole position.

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For UK Professional Investors only. Capital at risk. Our Private Markets team does an outstanding job helping clients explore opportunities for DC pension schemes. As the UK regulatory landscape evolves, opportunities are expanding, offering scope to enhance returns and drive broader economic growth. In this latest piece, our Head of Private Markets Investment Specialists, mark meiklejon, helps our clients understand the complexities by setting out five things DC schemes need to know about Long-Term Asset Funds (LTAFs): 👉 How LTAFs can provide access to long-term, less liquid assets for patient capital. 👉 The diversification benefits and potential for enhanced returns from private markets assets. 👉 How operational challenges are being addressed. For an update on recent developments, I recommend our latest insight, available here: https://bit.ly/3YhKgwT #PrivateMarkets #LTAF #ItTakesAvivaInvestors #RealAssets

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UEM has published its half yearly report to 30 September, 2024. UEM’s NAV performance since inception is ahead of the MSCI EM total return Index. UEM has achieved this together with a rising dividend payout; lower volatility; and with a portfolio which is significantly differentiated from the MSCI EM Index, reflected by UEM having an active share of over 98%. For investors who want exposure to #emergingmarkets, excellent performance and comparatively low levels of volatility, UEM should be a compelling investment.

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Message if you'd like a copy!

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With inflation seemingly under control and the growth outlook improving, we believe July’s election will offer many investors a chance to reevaluate UK equities, where valuations are attractive and return prospects look strong. Key takeaways: - With the economy turning a corner, we think UK equities offer some of the best investment opportunities in developed markets today. - Depressed valuations and a potential reversal of outflows from UK assets are two factors boosting return prospects for UK equities. - With the opposition Labour party ahead by nearly 20 points in the polls, they look likely to win a clear majority in the general election that Prime Minister Rishi Sunak has called for 4 July. - Radical spending plans have been absent from the Labour campaign and fiscal headroom is limited, meaning this election poses far less risk to markets than previous ones. By Simon Gergel, CIO UK Equities at Allianz Global Investors #NavigatingRates #UKElection #UK #Equities

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