Jorry Remizowski, MSc, CIM, FCSI’s Post

European equities present attractive opportunities, in our view, though misconceptions, anchored in the past, often prevent investors from seeking them out. We discuss the evolution of the European equity market since the global financial crisis and evaluate how to position portfolios advantageously.

⚠️Valuations & Interest Rates: the primary risks for portfolios in 2025 🗳️Discover the findings of the latest Natixis Investment Managers Institutional Investor Survey‼️ 👉🏼 https://lnkd.in/eVGdyjY9

As inflationary pressures begin to ease, abrdn's top investors are identifying new opportunities in global markets. According to their analysis, emerging markets, European equities, and alternative strategies offer compelling prospects. They also see potential in the ongoing intersection of technology and climate change. For a deeper dive into abrdn's strategic outlook and investment ideas, download the full article: https://lnkd.in/gq5nk7ad #GlobalMarkets #InvestmentOpportunities #InsuranceAUM

"High interest rates, economic downturn, and inflation risks are the top concerns for Aussie financial advisors and investors, according to Schroders' Global Investor Insights Survey. A considerable 72.5% believe active managers are crucial for these macroeconomic conditions and should help them outperform passive in the current environment. Schroders CEO and CIO, Simon Doyle says "the latest survey results demonstrate that investors are thinking strategically and anchoring to fundamentals, not noise, in evaluating their investment options," Click to read from this press coverage: https://okt.to/PwI1tc To read the full report and explore results, click here: https://okt.to/OQIwv9 #Investing #Insights #Schroders #GlobalInvestor

"High interest rates, economic downturn, and inflation risks are the top concerns for Aussie financial advisors and investors, according to Schroders' Global Investor Insights Survey. A considerable 72.5% believe active managers are crucial for these macroeconomic conditions and should help them outperform passive in the current environment. Schroders CEO and CIO, Simon Doyle says "the latest survey results demonstrate that investors are thinking strategically and anchoring to fundamentals, not noise, in evaluating their investment options," Click to read from this press coverage: https://okt.to/SKu5Cy To read the full report and explore results, click here: https://okt.to/p5LAKu #Investing #Insights #Schroders #GlobalInvestor

Is there a case to be made for international equities? In his latest blog post, Commonwealth's Chris Fasciano, senior portfolio manager, discusses the potential opportunities that global markets represent for fundamental investors. Read it here. https://hubs.ly/Q02CGCpH0

The Liontrust Multi-Asset team is positive about nine of the 22 asset types they assess. In this article, John Husselbee explains why equities are generally offering attractive value and why the team favours the UK, Japan, Asia, emerging markets and US small caps. Read more: https://bit.ly/4bqjCG9 Capital at risk. This should not be construed as investment advice. #equities #investment #multiasset

Navigating Market Shifts and Economic Signals   In the latest AmericaFirst Funds Investment Outlook, Chief Investment Officer Daniel Lew, CFA, and Head of Fixed Income Michael Cheah, CFA, shared key insights for September 23, 2024. Despite September's historical challenges, the current outlook remains optimistic, with recent pullbacks presenting potential buying opportunities, particularly in small-cap equities.   Key insights include:  • S&P 500 Resilience: Continued strength, with positive action in small-cap stocks, offering opportunities amid the recent market correction.  • 10-Year Treasury Yield: Currently at 3.73%, reflecting shifting market dynamics and expectations of a potential rate cut.  • Commodities: A weaker dollar favors energy, industrial, and precious metals, making them attractive investment targets.  • Inflation Watch: As economic growth accelerates, inflation risks may re-emerge, signaling careful Fed monitoring.   At AmericaFirst Funds, we are dedicated to navigating these trends with data-driven strategies and AI tools, helping our clients adapt to evolving market conditions.   📞 Call us at 916-751-1031 or schedule an appointment here: americafirst.fund Watch the full analysis here: https://lnkd.in/eSA_whsi   Disclosure: This material is intended for institutional investors and does not constitute investment advice. Opinions are as of September 22, 2024, and are subject to change. #InvestmentOutlook #MarketAnalysis #EconomicTrends #AI #InvestmentStrategies #AmericaFirstFunds

The European equity landscape is showing signs of opportunity, as highlighted by Marina Zavolock of Morgan Stanley in the latest "Thoughts on the Market." With an 11% upside projected for MSCI Europe by year-end, she draws compelling comparisons with the market dynamics of the mid-1990s. Our recent client email dives deeper into this analysis, suggesting a potentially strong year for European stocks, driven by fundamental growth. If you're interested in understanding how this could impact your investment strategy, please reach out to access the full commentary. #Investments #EuropeanEquities #GrowthOpportunity

Partner & Chief Investment Officer Peter Chiappinelli, CFA, CAIA describes how, for the first quarter of this year, good news in the economy actually translated to good news in the risk markets.   #investing #investmentmanagement #investmentstrategies #familyoffice #wealthmanagement