Liall Medina

The latest issue of #TrustMagazine tours exciting and innovative companies spanning space exploration, US infrastructure, and more. Read the digital magazine here: https://ow.ly/jRYi50RlYFZ. Capital at risk. #ActualInvestors

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Find out how our multi-manager funds may benefit your clients. Our institutional-level manager research team selects fund managers with particular strengths who can add value to our Close Managed Funds through their expertise and skills. Capital at risk. https://lnkd.in/gFYQD_3a #Funds #FundManagers #Investing

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Equity: Thematic - Multi-Sector Updated monthly, our Category Reports offer a 30,000-ft. view of a given ETF category. Inside, you'll find at-a-glance visualizations of flows and category growth; structure breakdown of ETFs within the category; performance overview; risk relative to broad benchmarks and category averages; composition and fundamental analysis and much, much more. The category reports utilize ETF Action's proprietary ratings for efficient and effective analysis.   Highlights from August's Thematic Multi-Sector Category Report: Thematic Multi-Sector ETFs continued to see net outflows in August as AUM figures for the category remain under $14 billion which is much lower than the peak AUM levels seen in 2020 and 2021 ($25 billion +) Cathie Wood's ARK Innovation ETF (ARKK) is the largest fund in the category with $5.6 billion in AUM; however, has seen nearly $2.6 billion in net outflows over the past year All Thematic Multi-Sector ETFs had positive performance in August; the Innovator Deepwater Frontier Tech ETF (LOUP) rose just shy of 13% during the month On average, the category tilts towards large-cap (38.4%) and tech (40.1%) while maintaining average stock concentration but high sector concentration. On average, the top 10 holdings amount to 39% of the portfolio weighting. To view the entire report please see the image below To receive reports like this daily for free subscribe: https://lnkd.in/ez29Dap You can also subscribe AND use our award-winning investing tools for free buy creating an account: https://lnkd.in/ehhBKkSC

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Get clarity on our fund ranges. Explore our selection of factsheets and reports to discover how our fund ranges can offer your clients opportunities throughout an economic cycle. Or get in-depth with our Assessment of Value report and price information. Capital at risk. https://lnkd.in/eqpvvCzY #Investing #Funds #FinancialAdvice

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Is it time to re-enter the bond market with ETFs? BlackRock’s Hui Sien Koay explains why investors may be considering moving back into fixed income in this episode of #BLKBottomLine. #marketingmaterial Capital at risk

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Is it time to re-enter the bond market with ETFs? BlackRock’s Hui Sien Koay explains why investors may be considering moving back into fixed income in this episode of #BLKBottomLine. #marketingmaterial Capital at risk

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Check out our latest Weekly Futures Momentum Model: Models Gain as FX and Fixed Income Outperform Equities Summary -Momentum models were up 0.1% over the past week, with positive performances in fixed income and FX countering negative equity returns. -Equities were down 1.9% WoW, while bonds were up 0.6%, and FX returns were +0.7%. -Equity momentum models remain the best-performing model over a three-month timeframe (+4.0%). Market Implications -Momentum models are very bearish EUR/USD and bullish USD/JPY – we remain short a EUR basket, have closed out our recent short USD/JPY position, and are on the lookout for official JPY intervention. Read full article here: https://lnkd.in/eUXMCKdp

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The upcoming #USelection could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors. #thematicinvesting For professional investors only. Capital at risk.

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We are pleased our highly efficient investment process continues to reward investors after 8 years with meaningful peer outperformance. See how all our portfolios have performed over time here: https://lnkd.in/eD39Wyib Capital at risk. #investing #WealthManagement

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For professional investors only. Capital at risk. Emerging market debt has been challenged over the last five or so years, but one bright spot may be emerging market corporate bonds. Fixed Income Portfolio Manager Schuyler Reece, CFA shares with Paul Skinner his outlook on the asset class, and how strong and improving fundamentals are leading to increased demand from global investors. But is the US election result a risk to watch? Learn more: https://lnkd.in/gfVC_TPx

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Discretionary Mandates | Crypto Investment Solutions - AMINA Bank: Whatever your goals and risk profile, we can design a bespoke portfolio of traditional equity and fixed income assets with our Discretionary ...

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Find out how we seek to add value and offer you cost-effective exposure to broad markets and themes at potentially low volatilities, as part of our Close Tactical Select Passive Funds. Capital at risk. https://lnkd.in/gsUdeskN #Funds #FundManagement #Investing

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Barclay's Private Markets Annual Report for 2024 is here! The report is a collaboration with PitchBook and looks at how private investors are shaping the industry. The highlights include: - Why private markets are attracting a growing number of private clients. - Key strategies for manoeuvring the space. - Insights from experts at BlackRocks - The role private markets can play in an investment portfolio. Get the full details here: https://heyor.ca/pWDFjL #Investment #SilverlightExpertNetwork #PrivateMarket #PrivateEquity

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Can credit investors find value where others fear to tread? In his latest monthly look at the latest developments, themes and opportunities in the investment-grade and high-yield markets, Muzinich & Co Portfolio Manager Ian Horn, CFA explains why: · Single B-rated credits have started to decompress from BBs · Spread tightening among certain fallen angels is lagging · Strong technical support is emerging for short-dated bonds. Click to read more - https://lnkd.in/eKhgPzgK #corporatecredit #publicmarkets #investmentgrade #highyield Muzinich views and opinions are for illustrated purposes only and not to be construed as investment advice.

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[Capital at risk] Within a few years, many UK investors will be buying actively managed ETFs. Recent data from HANetf found that flows into active ETFs in Europe increased by over 64% between Q2 and Q3 to nearly $50bn of assets under management, and that 94% of investors said they would consider an ETF for their active exposure. Globally, data from Morningstar shows that actively managed ETFs represented a quarter of flows in the first half of 2024, despite accounting for just 7% of ETF assets. ETFs are a great way to build long-term wealth as they spread out investing risk by holding hundreds of individual shares or bonds. InvestEngine offers both a DIY portfolio option for more experienced investors who can cherry-pick funds themselves, or a professionally managed portfolio, where our experts pick funds for less experienced investors for a low management cost of only 0.25% per year. Explore our Active range featuring ETFs from J.P. Morgan Asset Management and ARK Invest Europe: https://lnkd.in/eHGbUPNA Read more about active ETFs from Financial Times here: https://lnkd.in/edR-6Dje

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For professional investors. Capital at risk: Read our latest Fixed Income monthly strategy report. In this month’s edition, we discuss our near-term outlook for the US economy and our expectations for the Fed’s upcoming actions. Discover the key factors behind our shift from a positive to a neutral stance on European interest rates. Plus, don't miss our Q&A where we explore the outlook for US investment grade credit.

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