BNY Investments’ Post

In the world of technology investing, staying ahead often means looking beyond what's trendy. Our technology expert, Richard Clode, notes to Fund Selector Asia's, Abraham Darwyne, why being distilled into simple marketing soundbites like FAANG or Magnificent 7 often points to an imminent downturn for the names involved. He explains that when it comes to technology, there are rich pickings beyond the hype for investors using a considered, discerning approach to stock selection. 👉 Read the full article here: https://lnkd.in/eXpBi7qH For professional investors only. #BrighterFutureTogether #Asia

Ready to see where visionary investing is headed? 🌏 Hear from top industry leaders as they share insights on groundbreaking investments set to shape our future. This powerful panel dives into sectors with transformative potential — from natural resources to emerging markets. Featuring: ✨ Yoshi Kiguchi - CIO, Pension Fund of Japanese Corporations ✨ Wai Leng Leong - Managing Director, Head of Asia Pacific, Caisse de dépôt et placement du Québec (CDPQ) ✨ Julian Soo - Head, External Fund Management Division, Monetary Authority of Singapore (MAS), Moderated by Kaitlin Malin, CFA, CAIA, COO, iConnections 🚀 "We focus on super long-term investments that can truly change the world." – Yoshi Kiguchi 🔗 Get ready to explore strategies for harnessing alternative investments, managing risk, and building resilient portfolios in a fast-evolving landscape. Don’t miss it – watch now: https://lnkd.in/eVX_c8Wm #VisionaryInvesting #EmergingMarkets #AlternativeInvestments #GlobalAltsAsia #ShapingTheFuture #FinanceLeadership

I am delighted to announce that I will be hosting our upcoming ‘Where are VCs spending their money?’ virtual event on Thursday 19th September, 12:00 – 13:00. Thrilled to be joined by some incredible speakers: Bod Buckby - LSEG (London Stock Exchange Group) Jon Coker - Eka Ventures Iulia Tudor - Ascension We’ve seen green shoots when it comes to VC spending in the UK, and our most recent Venture Pulse report shows a significant rebound of VC investment in Q2 in the UK. But where exactly is the money flowing? 💰 We’ll be exploring: 🌎 Global and regional insights: We will provide insights and thoughts on the VC investment patterns globally, and in the UK. 📊 Emerging trends: We will uncover the latest investment themes and technologies attracting capital. 🤑 Top sectors: We will explore which sectors and technologies are receiving the most investment, and why. Secure your place now to ensure you don’t miss out. Fine the link in my comment below 👇 Nicole Lowe Sarah Abrahams Bod Buckby Amy Burnett KPMG | Acceleris Lauren Hartley Amy Todd Bina Mehta Euan West Chris Stott Graham Pearce

Our Emerging Tech Investment Report revealed that valuation disconnect was the largest impediment to closing deals in 2023. So what valuations are funds expecting? See below and read more in our full report here: https://ow.ly/5zni50Si0eb

🚀 Join us at Global Alts Asia 2024 for "Backing Innovation, Building Success: Venture Capital Insights 2024." This panel will dive into the evolving VC landscape, exploring current valuations and investment strategies, from early to late-stage deals. Learn how regions and sectors like alternative energy and AI are driving growth amid a dynamic market.   Featuring: Jingjing Bai, Senior Advisor, bfinance Justin Borus, Founder & CEO, Ibex Investors Mo El Husseiny, Founder, Ventura Capital Kevin Farrelly, VP & Director of Digital Assets, Franklin Templeton   Key discussion points: ✓ Shifts in valuations and their impact on VC investment strategies ✓ Regional trends and sectors experiencing stable or increased funding ✓ The rise of AI and alternative energy as key areas of disruption   Moderated by Natalie Koh, Senior Reporter, Pensions & Investments   📅 Global Alts Asia 2024 📍 Singapore   Don’t miss this opportunity to hear from top VC experts shaping the future of innovation! #GlobalAltsAsia #VentureCapital #Innovation #InvestmentStrategy #AlternativeInvestments

Today, the Kaufmann Equity fund publishes its Q1 2024 update. Qualified investors domiciled in Switzerland can access the monthly letters and quarterly reports on demand by direct messaging Alexandre Kaufmann. This slide shows the fund's current top 15 investments, including Alphabet Inc., Apple, Belimo, Canada Goose, Geberit, Meta, Mettler-Toledo International, Inc, Microsoft, MicroStrategy, Philip Morris International, Sika, Tencent, Tesla, Unilever and VZ VermögensZentrum. What do these companies have in common? They all enjoy strong leadership, often still led by their founders. They have meritocratic corporate cultures and are agile in responding to change. They continue to invest in their growth initiatives, positioning themselves to benefit from significant megatrends such as digitalisation, climate change, and the aging of world population. Finally, these companies continue to generate superior economics, aligning with the fund's investment framework.

When companies create a series of innovations and features, fundamentally increasing the value of their offerings, they can justify higher prices over time. We believe we are entering a period in which leading companies, with mission critical products and services, can finally flex pricing power.   Thomas M. Ricketts, CFA and the ETree investment team share how this is exhibited in our small/mid-cap Darwin Emerging Innovators portfolio. #equities #innovationinvesting #growthinvesting #platformcompanies

We've reached a point where emerging markets need growth and late-stage investment funds in Latin America to intensify their engagement by embracing best practices from global and developed markets with professionalism and process sophistication. This shift will lead to greater liquidity across emerging markets and increase visibility to the world. I invite you to read my analysis on Valora Analitik and Yahoo Finance US about the state of Venture Capital in Latin America in 2023. In it, we discuss how Early Stage Investment is too focused on the region and Late Stage Investment is completely neglected. Contributions are welcome! Link 🔗 👇  Yahoo Finance: https://lnkd.in/eejqTWPK

Unlocking Wealth: Secrets to Invest in Emerging Markets! 💰🌍 Discover the game-changing strategies to identify and invest in emerging markets! Join us as we explore multifamily syndication, tech tools, and crucial insights to maximize your returns in just 3 to 5 years! #InvestingSecrets #EmergingMarkets #WealthBuilding #RealEstateInvesting #MultifamilySyndication #AIinRealEstate #InvestmentStrategies #FinancialGrowth #PropertyInvesting #PassiveIncome

Exciting news to come in the next few weeks!! In the meantime, have a read on the start and early years of Next Billion Capital Partners, and the partners' dedication to relentlessly building for the Next Billion 🚀