Robert Duncan, CFA’s Post

Considering an allocation to small cap stocks? Many Australian investors do, seeking the potential for higher returns that small caps can offer. But with greater opportunity comes increased volatility - so how do you navigate this space effectively? In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Richard Ivers and Mike Younger from Prime Value Asset Management to explore the strategic benefits of small cap investing. They share their insights on the current market, highlighting specific stocks that offer strong, long-term growth potential. They discuss the benefits of diversifying with New Zealand stocks and how careful portfolio construction can manage volatility and downside risk in this dynamic space. Listen on Spotify: https://lnkd.in/gU7pm5-S Listen on Apple Podcasts: https://lnkd.in/gnBgZh6J  

In this episode the Global Thinking Podcast, Robert Duncan, sits down with BMO Global Asset Management's Chief Investment Officer, Sadiq Adatia, to talk about their recent market outlook and why they believe a broadening market rally is in the cards for 2024. While high quality and financials in the US are in focus, gold and commodity-oriented equities could see a continuation of strength. #Forstrong #Finance #podcast #EmergingMarkets #FinancialEducation #Investing #Economy Listen to the full episode: forstrong.com/podcast

Tune into the latest episode of the X-Factor podcast, where host Rob Huxtable sits down with Managing Director, Group Head of Private Equity at Fengate Asset Management Jennifer Pereira to reveal how #PrivateEquity investors think through the investment thesis of a portfolio company throughout its lifecycle, including: 🔄 The evolution of a thesis over time in reaction to market headwinds and changing business circumstances 💼 Ways to conduct buyer analysis for different exit scenarios well in advance to craft a compelling story for potential buyers and maximize returns 🔎 Due diligence tips for executives and business owners alike considering partnerships with private equity firms Listen to the full podcast for all this and more! 🎙️ Spotify: https://lnkd.in/eysFwRz2 🎧 Apple Podcasts: https://lnkd.in/eZgQ8M8K 🎤 Amazon Music:  https://lnkd.in/eACSr2Kr Check out a preview of these insights in the video below! #dealmaking #investing #ROI

In this episode the Global Thinking Podcast, Rob sits down with BMO Global Asset Management's Chief Investment Officer, Sadiq Adatia, to talk about their recent market outlook and why they believe a broadening market rally is in the cards for 2024. While high quality and financials in the US are in focus, gold and commodity-oriented equities could see a continuation of strength. #Forstrong #Finance #podcast #EmergingMarkets #FinancialEducation #Investing #Economy Listen to the full episode: forstrong.com/podcast

In real estate investing, getting caught up in the excitement of finding deals and raising capital is easy... But what happens after you close the deal? While finding deals and raising capital are undeniably important, asset management is the marathon portion of the business. If you want to learn more about why asset management is so critical and how to excel at it, don’t miss the latest episode of The Real Estate Mindset Podcast with Kyle McKinney from Pentagon Property Academy. His unique perspective and wealth of experience make for an engaging and informative conversation that will leave you with actionable insights you can apply to your own investing journey. Tune in now to discover the secret to building a thriving, sustainable real estate investing business! Listen here 👉 https://bit.ly/48rBtKO, on Apple Podcasts, or Spotify. 🎙️ . . . #therealestatemindset #realestatepodcast #mindsettip #multifamilyrealestate #assetmanagement #sustainablebusiness #commercialrealestate #pentagonpropertyacademy #businesspodcast

In our latest episode of “Markets in a Nutshell,” Linda Eedes, CFA discusses how market dynamics continue to evolve in June. She examines the strong performance of the S&P 500, driven by key tech stocks, and the cooling indicators in the US economy. Listen to the full podcast for more insights on what's happening in the global markets: https://lnkd.in/gMtGkENk Also available on Apple Podcasts: https://lnkd.in/gy-3Nj4k #finance #investing #capitalmarkets #assetmanagement

Dive into the world of markets and finance with our first video podcast episode! In this episode of 'Mind Over Markets' by Tata Asset Management, our Chief Investment Officer - Equities, Rahul Singh and the Business Head - Tata Asset Management, Anand Vardarajan guide us through the realms of markets and its impact. They decode global markets, discuss recessions, and unravel the intricacies of PSUs as an investment sector. Watch the entire podcast on Youtube: https://lnkd.in/d82GmaPa #TataMutualFund #TataMF #MindoverMarkets #Podcasts #StockMarketPodcasts

In case you missed it, portfolio managers Alex Patten and James Rutledge joined GFM Wealth Advisory for a Meet The Manager discussion on microcaps, portfolio positioning and emerging opportunities – tune in below. Thanks for having us! #podcast #ASX #microcaps

Here’s edition 2 of my daily stock market investing podcast, “Morning Brew with Andy” In this 20-minute podcast, I cover three topics. • Small cap stocks — what are they and what’s going on now? • Why you are likely leaving lots of money on the table by investing in single company stocks • What’s a P/E multiple and why many get this wrong Have fun! Remember to listen from a place of ease, joy, and curiosity. The goal is small daily 1-degree shifts as you learn about investing in the stock market. Link’s in the first comment and ask me questions below. #empoweredwomen #investing

Have you been feeling the pressure for businesses to show incredible growth in just a few years? It seems like everyone is looking for quick flips and instant turnarounds—but for most businesses, that isn't realistic or sustainable. "You need to build it the old-fashioned way—build it over time and grow it,” explains George Rossolatos, CEO & Managing Partner of Canadian Business Growth Fund. In this episode of the Private Equity Value Creation podcast, our discussion with George focuses on longer-term approaches to investing. Listen to the full episode here --> https://lnkd.in/eDCDbSUe