Nikola Yanev’s Post

Which sectors do you believe offer more opportunities to investors outside of the tech landscape? Check out a recent conversation I had with Yahoo! Finance to learn more.👇

What's the fuss about thematic investing? Hear from Pedro Palandrani, MBA, VP, Director of Research at Global X ETFs, Jay Jacobs, CFA, Managing Director, U.S. Head of Thematics and Active Equity ETFs at BlackRock, and Anthony Ross, Vice President, Investment Product Group and Fidelity Investments as they discuss the gamut of thematic investing—from ideation and research proof points to product launch and personalization. Understand which short-term trends have staying power and which may be a temporary flash in the pan in this #FACTSETFOCUS session! Get your tickets to Miami: https://bit.ly/3NqWlK9 #r/evolution #innovation #GenAI

Took a walk to the Serpentine in Hyde Park to refleck on all the morning session views at the PEI New Private Markets impact investor summit (aligned and differing) across managers/investors, US/EU, public/private market parties, emerging/developed markets. Case in point: EU asset owners are cautious of regulatory developments whilst a US manager referred to it as ‘alphabet soup’. Consensus generally that there is an increase in the ‘talk’, though allocating institutional funding requires lengthy runup periods for a number of reasons. Lots of views on risk-return appetites. Summary: momentum though a considerable extent of babylonic confusion still on a topic as basic as what ‘impact’ entails.

"I'm in the business of building portfolios to help people reach their financial goals. So we're not building for a market for tomorrow, we're looking to expose ourselves to opportunities to help us get to those goals," said Kestra Investment Management CIO Kara Murphy, CFA on Yahoo Finance. Tune in here to watch Kara and Closing Bell hosts Josh Lipton and Julie Hyman discuss looking past the major large cap stock narratives and finding value instead in small cap markets: https://lnkd.in/d5qscsxd

Do you have the data to back up your alpha? Register today to attend our “Is Your Alpha Skill or Luck?” session at #FACTSETFOCUS. While outperforming a benchmark is a cause for celebration, seeking to understand the underlying skills of that outperformance is critical to the development and improvement of the investment process. Join Matthew Gadsden, JANA Investment Advisers Equity Partner and Head of JANA’s Global Equities Research Team, JANA, as he discusses ways to measure portfolio manager skills through the lens of the buy/sell decision process and investment lifecycle. Learn more about #FACTSETFOCUS: https://bit.ly/3NqWlK9 #r/evolution #innovation #GenAI

How will institutional investors approach private markets in 2024? In a recent survey by Adams Street Partners, Meketa’s Steve McCourt, CFA comments on opportunities and challenges that are top of mind, including interest rates, investor appetite, and more. Read more: https://lnkd.in/g6YXAw4H Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting #PrivateMarkets

Article - Navigating Private Markets in 2024: I think the following three points from the below article are key for firms intending to support private markets as an asset class: 1. Investors prefer working with private markets managers with scale and a platform that spans multiple strategies (i.e. need for multi-asset support and use of modern technology) 2. Two-thirds of survey respondents plan to increase private market deployments in 2024, with confidence in private markets' long-term outperformance. 3. Top 3 investment challenges in private equity/private markets in 2024 - Higher rates/Inflation, Market Volatility & ESG considerations #buyside #privatemarkets

Top Papers: The Most Thought-provoking Content from May https://lnkd.in/e8e8Kt4G. This collection of insights contains what we believe to be some of the best content pieces we read in May. They touch on a range of current market and economic topics pertinent to allocators across the glove. #market #allocators #economy By...PGIM, Capital Group, Wellington Management, Northern Trust Asset Management, State Street, Wilshire, LGT Group, Goldman Sachs & Global Financial Integrity.

Awesome piece from a respected professional with integrity and a consistent message. Thanks you Simon Evan-Cook for sharing your passion and experience. The principals shared in this piece are practical and intuitive and would assist any investor to #AskBetterQuestions. Although skill can create short term divergence and alpha, persistent and consistent application is what differentiates the great from the average. Take a good look at your own portfolio and determine where these principals need to be considered. #CyclesDominatesSkill #InferenceDominatesPrediction #QuestionTheNarrative

Are you an expat looking to dive into the stock market but unsure where to start? Investing in the stock market may seem daunting initially but James Nicholas FPFS, a Chartered Financial Planner at Skybound Wealth Management, provides essential insights for first-time expat investors considering entering the stock market. Read the full article to gain insights on how to capitalise on global economic growth and navigate the risks and rewards of stock market investments by clicking the link below.   https://lnkd.in/epEPPQCd