Branka Petrovic’s Post

Great session on key aspects to gear up for US President-elect’s term: cabinet-pick and impact on regulation around digital currency, immigration and foreign relations, and a lot more covered by Gargi Pal Chaudhuri

Active or Passive? This is an age old debate to which the verdict is not yet out. This article raises some interesting points as follows: > The past 20 years capital has been cheap and plentiful and central banks around the world had provided protection on the downside. In this environment, passively investing in ETF has worked. > This era appears to be over with interest rates back at much higher rates and governments running out of firing power to cushion the downside. > If you are a passive index investor you are mainly buying the companies with the largest market caps but this doesn't mean that they are not wildly overvalued. > Some of these tech giants could be disrupted and If the economy turns and central banks cant come to the rescue then things could get ugly quickly > There is a large quantum of money in passive strategies that pay no attention to fundamentals or risk adjusted returns > Active management allows you to avoid over valued companies. The article stated "There is a clear argument for caution, or at least reflection, given equity market valuations look so stretched. And active managers should be able to deliver strong returns in a market with more dispersion between the best companies and the worst ones." Time will tell! #wealthmanagement #stockmarket #investmentadvisor https://lnkd.in/gfGM-qbr

THE US ELECTION OUTCOME SUGGESTS A STRONGER DOLLAR 💸 Investment Strategy Podcast❗️ Podcast with Guy ERTZ and Edouard Desbonnets 🎧🎤 In this podcast, Guy and Édouard, discuss about the macroeconomic consequences of the US election outcome❗️ Key messages: * The key determinants over a 6-to-12-month horizon for an exchange rate between two currencies are the differentials in interest rates and expected returns for assets. Over the long-term, the key determinant is the so-called purchasing power parity. It measures the exchange rate that equalizes the price of a representative basket of goods when calculated in dollars. * The US election results changed the economic environment. Depending on the focus that the new President will put on the announced policy measures, inflation could rise again. We now expect a higher terminal rate for the US central bank while the opposite is true for the ECB. The expected return for US equities has been revised up for the coming year. We thus revised our outlook for the USD with a 12-month target for the EURUSD (value of one euro) at 1.02. This suggests more strength for the USD relative to our previous scenario. This conclusion is valid for several other exchange rates against the USD. * For most exchange rates, the dollar remains overvalued relative to the long-term fair value estimate when we use the purchasing parity. Over previous decades, such deviations have sometimes lasted over several quarters. That could also be the case this time. Enjoy! 😊 #bnpparibas #wealthmanagement #privatebanking #markets #economy #strategy #articles #podcast BNP Paribas Wealth Management - Private Banking

Sharpen your blade, get informed, and capitalize on the new economic shifts. The election results are in, and this is your time to gain deep insights into what fund management, private equity and vertical integration mean for today’s investors—and why they’re so appealing in the current market. Mike Reveley and I will guide you through these critical concepts and how they translate into your next steps. Together, we’ll take a comprehensive dive into the market from our vantage point, covering: 🔹 Growth Hotspots – Where to invest in crypto, emerging sectors, and beyond 🔹 Real Estate Strategies – The right moves to build a resilient portfolio 🔹 Tax-Smart Investments – Maximize returns with IRA strategies and tax advantages 🔹 Global Trends – Key shifts to watch to stay ahead If you’re serious about your financial health and ready to make informed, strategic moves, this is for you. Join us for the knowledge that builds wealth and a legacy in a changing economy. Event Details: 📅 November 21st at noon (PST) Reserve Your Spot Now: https://zurl.co/Gq41 #PostElectionMarket #MarketTrends #MarketInsights #Paradyme #RealEstate #Finance #Webinar #PrivateEquity #RealEstateInvestment #MarketInsights #RealEstateInvestments #BusinessLeadership #Innovation #Paradyme #Paradyme #RealEstate #Investment

BTC - BlackRock CEO talks economic headwinds - https://lnkd.in/d27DXzMS BlackRock CEO Larry Fink recently addressed leaders of the Group of Seven (G7). He highlighted a significant change in the global financial system. Fink emphasized the growing role of capital markets as a primary source of private sector financing. This shift signals a pressing need for new strategies

The US Federal Reserve has signalled that the “time has come” for rate cuts. After Jerome Powell’s speech at Jackson Hole, and with the latest lacklustre job report, the central bank seems set to transition from a pause to a cutting mode starting in September. On 19 Sep, the day after the FOMC meeting, Hugh Chung, Chief Investment Advisory Officer, and Yulin Liu, Investment Lead at Endowus, will discuss the implications of an imminent rate cut and how investors can prepare themselves in a live webinar. Join us to learn ways in which you can optimise your portfolios strategically: https://lnkd.in/g4HrrBcw Investment involves risk. Past performance is not an indicator nor a guarantee for future performance. Projected performance is not guaranteed. Please refer to our full disclaimer at https://sg.endow.us/mas.

Narrow market breadth was not only an equities story last year — the divergence in the top and bottom performers across asset groups and geographical regions was wide in 2023. We discuss how investors may be able to use diversification to take advantage of the variation in returns.

What role can ETFs play in your investment strategy? Our strategists share their latest thinking on how to use #ETFs to capitalize on today’s opportunities: ➡️ The case for commodities: Kathy Kriskey revisits why commodities deserve a place in a portfolio, and Lucy Lin looks at opportunities for crypto in the fourth quarter and beyond. ➡️ Opportunity in financial stocks: Nick Kalivas explains why a steepening yield curve and strong earnings surprises are good reasons to take a look at financial stocks. ➡️ Capitalizing on the macro environment: Rene Reyna, CFP® shares how rate cuts could create opportunity for large banks. ➡️ Fixed income focus: Jason Bloom explores why bond investors may be better served with a balanced approach to credit risk and duration rather than focusing on interest rate cut forecasts. #FinancialProfessionals: Explore more ETF news and resources here 👉 https://inves.co/4fnQQb8

"As the manufacturing renaissance takes hold, we believe we may be entering the early stages of a higher growth and elevated rates backdrop. Whether inflation reverts to the Fed’s target of 2% or remains structurally higher, we anticipate a mean reversion of returns between real assets and nominal equities, whereby the former outperforms, and the latter gives up its gains." #PrivateWealth #RealAssets #Alts #AlternativeInvestments #PrivateMarkets #RIA #IBD #FamilyOffices #HNW #UNHW Marc Dummer May Tong, CFA Jessica Bush, CFA Ben Rotenberg, CFA, CAIA

With today’s Manufacturing PMI print > 50, historical analysis has shown that this sets the stage for strength in real assets.