Alpha Valuations’ Post

Very exciting things going on in this world - and at Opto. #alternativeinvestments

“Something that we look for in founders is just the level of pain they are willing to endure to make their vision possible, because this is a market that is very difficult to operate in.” In this thought-provoking conversation, Iyinoluwa Aboyeji, founding partner of Future Africa - truly one of the most interesting people in our extensive private markets network - discusses the importance of tenacity (among other things) with our head of investment management Matthew Malone, CFA. Watch the full conversation: https://lnkd.in/eba_U3UD Learn more about Opto: https://lnkd.in/g3BPwH8S #wealthmanagement #privatemarkets #venturecapital

#JupiterAM How can investors attempt to mitigate some of the risks facing markets today? Jason Pidcock and Sam Konrad, investment managers for Jupiter’s Asian Equity Income strategy, explain why #diversification is so important. Read their article: https://lnkd.in/gHAcEpMh For professional and institutional investors only. #AsianEquityIncome #AsianEquity #EquityIncome

#JupiterAM How can investors attempt to mitigate some of the risks facing markets today? Jason Pidcock and Sam Konrad, investment managers for Jupiter’s Asian Equity Income strategy, explain why #diversification is so important. Read their article: https://lnkd.in/gU7SeEeh For professional and institutional investors only. #AsianEquityIncome #AsianEquity #EquityIncome

At the start of the year, investors heralded 2024 as the year where politics would be in the spotlight. With over 40% of the world’s population heading to the polls, we have kept a close eye on political trends and their impact on equity investments. These events have important consequences for reforms, fiscal trajectories, global supply chains and geopolitics, creating volatility along the way. Within emerging markets, we have already seen key elections unfold in Taiwan, India, Mexico, and South Africa in the first 6 months of the year. We believe that local specialists on the ground are best placed to understand the nuances of recent political events.  We asked our local partners in each of these geographies to share their perspectives on the elections and insights on their repercussions for equity investors. Please click on the link below to read several of these exchanges.

#JupiterAM How can investors attempt to mitigate some of the risks facing markets today? Jason Pidcock and Sam Konrad, investment managers for Jupiter’s Asian Equity Income strategy, explain why #diversification is so important. Read their article: https://lnkd.in/gSCgpsKN For professional and institutional investors only. #AsianEquityIncome #AsianEquity #EquityIncome

Join Anton Eser, CIO at 10X Investments, who will be participating in a breakaway session at the 2024 Investment Forum. Don't miss out on this exciting opportunity to hear from one of the industry's top experts. 🗓 Details: Wednesday, March 13th, 11h50, Committee Room 5, Sandton Convention Centre in Johannesburg. Key themes: ➖ How loose fiscal and monetary policy has fuelled US exceptionalism over the last 3 decades. ➖ Can this continue and what are the implications for US equity returns? ➖ Asset allocation in the new regime – opportunities and threats. For more information, check out the Investment Forum's agenda here: https://lnkd.in/dZS_cPTr #2024InvestmentForum #MarketInsights

The investment landscape within the African #privateequity and #venturecapital markets has changed both slowly and suddenly since 2020. Low interest rates initially led to a boom in private capital deals in 2021 and 2022, totalling $7,4 billion and $7,6 billion in value, respectively. By 2023, however, private capital deals declined by 28% in volume and 22% in value, a nominal decline of $1,7 billion. Insights by Michael Denenga and Ashford Nyatsumba. Read more: https://bit.ly/3ytgdb4

#JupiterAM How can investors attempt to mitigate some of the risks facing markets today? Jason Pidcock and Sam Konrad, investment managers for Jupiter’s Asian Equity Income strategy, explain why #diversification is so important. Read their article: https://lnkd.in/gb4jFB6y For professional and institutional investors only. #AsianEquityIncome #AsianEquity #EquityIncome

🚨 In Case You Missed It 🚨 Recently, our Chief Investment Officer, Anton Eser, sat down with Fifi Peters on #ClosingBell CNBC Africa to discuss the 10X Multi Asset Outlook. They explored market trends, asset allocation strategies, and how 10X Investments is positioning for the future. Watch the interview below. To our esteemed clients attending the #ThinkInvesting2024 Convention tomorrow, you’ll have the opportunity to hear more from Anton during an engaging session with Christopher Eddy, and Michael Avery. We're excited to have you join us for what will undoubtedly be a thought-provoking and dynamic discussion: https://lnkd.in/dHUC-XcC #10XInvestments #MarketInsights #MultiAsset #InvestmentOutlook #FinancialMarkets