Daniel Gordon’s Post

In this week's In Focus my colleague, Will Hobbs, Head of UK Multi-Asset Wealth, shares his thoughts on why investors may want to be nimble and diversified to navigate the shifting investment landscape. Read more here: https://lnkd.in/e_n_bDCt

In this week's In Focus my colleague, Will Hobbs, Head of UK Multi-Asset Wealth, shares his thoughts on why investors may want to be nimble and diversified to navigate the shifting investment landscape. Read more here: https://lnkd.in/eMhTeCAn

Thanks to Joseph Ferrara from Gateway Investment Advisers for joining me IN the Nasdaq to discuss how high rates and low volatility are affecting options premiums in his active overwrite strategy. Check it out on InvestmentNews

💼 Back to work, back to the markets! Advisors: Kick off your post-Labour Day plans with Fidelity’s Chief Investment Officer, Andrew Marchese. Learn more about Andrew’s views on today’s market movements, sector storylines, and investment opportunities in the current environment. Register today: https://ow.ly/hlbv30sGmhN #FidelityCanada #FidelityConnects

Discover why Harley Lank believes Fidelity’s growing line-up of high income alternative investment strategies, and the breadth of our resources, can be a winning formula for those looking to explore this evolving asset class. https://bit.ly/4dKggPI

A range of generational tailwinds are set to benefit the alternative investment universe, with savvy investors well positioned to take advantage of these opportunities. In a world of volatility and soft growth, one alternative investment – Private Credit – is beginning to roar. In this article, our Chief Investment Officer, Chris Paton, explores how the ‘Four Ds’ are shaping private credit investment. Read the full article here: https://lnkd.in/gxWeVEkR #LaTrobeFinancial #LookingOutForYou #PrivateCredit #AlternativeInvestments

🚀 September 2024 High-Conviction Investment Themes: Maximizing Returns in a Dynamic Market As we transition into the fall season, we're excited to share our updated high-conviction investment themes, designed to help you navigate the evolving market landscape. Based on the tremendous feedback from our August edition, we've introduced two new themes: Income-Focused Structured Notes and Private Equity: GP-Ownership & Middle-Market PE. 🔍 Structured Notes offer a compelling mix of income generation (10-20% current income, paid monthly) and downside protection, making them invaluable as we approach an election year with expected market turbulence. 💼 Private Equity strategies focus on the inefficiencies of smaller companies, providing access to lucrative management fees and growth opportunities in middle-market investments. Don't miss out on these themes—join us in our upcoming webinar on September 5th at 8am PST to dive deeper into these strategies and discover how they can enhance your portfolio's performance. #InvestmentThemes #StructuredNotes #PrivateEquity #HighConviction #WealthManagement #CrescentCapital

Late last week, we met with Kristin Kallergis Rowland and Bob Blanch to discuss alternative investments and highlight how various managers are navigating the current market environment. To learn more about alternative investments and preview opportunities for 2024 https://bit.ly/4cIylxh. Investing in alternative assets involves higher risks than traditional investments and is suitable only for eligible investors.

Late last week, we met with Kristin Kallergis Rowland and Bob Blanch to discuss alternative investments and highlight how various managers are navigating the current market environment. To learn more about alternative investments and preview opportunities for 2024 https://bit.ly/4cIylxh. Investing in alternative assets involves higher risks than traditional investments and is suitable only for eligible investors.