Invesco EMEA’s Post

Here is an excerpt of the panel I moderated at IPEM. Some very clear and interesting insights from the highly qualified participants. #privateequity #continuationfunds

We're at the Markets Group Private Wealth Forum in Melbourne today with our Chief Product Officer James Edmonds, CFA presenting on the key trends and thematics in private wealth. Stop by the Praemium stand to talk to Kylie Paton and Matt Walsh for more information on our private wealth offering and the latest research on HNW investors. #praemium #privatewealth #wealthmanagement

The best opportunity to get in-depth insights into Ukrainian investment landscape and make vital connections 🇺🇦 🚀

Great perspectives on investing equity in real estate through volatile times. “What is your investment committee worried about in today’s volatile market? The end user.” “I can’t forecast IRR reliably in this market, but I have to be certain that there is a real need in the community that this building will meet” Appreciate these equity investor’s push to get much closer to the resident, worker, or corporate tenant and understand the needs of the community as the first priority.

Portfolio Summits is pleased to provide a preview of the agenda for its highly anticipated New York LP Summit in just six months: In one of the morning sessions, our audience will convene to gain insights from the panel discussion "Institutional Allocations to Venture Capital: Why Consider Early-stage Investments?" which will delve into the strategies employed by institutions with fiduciary responsibilities and confronting liquidity challenges as they discern opportunities for returns and sector-specific value in early-stage fund investments. Presenting their perspectives on why they may contemplate early-stage investments in their portfolios will be Summer Zhao, CFA, Investment Director (Lafayette College); Cynthia Maasry, Managing Director, Mission Investments (Trinity Church Wall Street); and Alexander Cochran, Director, Private Markets (LOCKHEED MARTIN INVESTMENT MANAGEMENT CO.), moderated by David Sheng, Managing Director (Aksia). This meticulously curated conference is designed around topics aimed at enhancing the knowledge base of LPs and with respect to the global financial environment. To ensure your early admission, kindly follow this link: https://lnkd.in/eZbV_tuB #PortfolioSummits #NYallocator #LPeducation #investorcommunity

The Academy of Funds has expanded to include Investment Trusts! Investor demand for strategies that offer access to alternative and private assets continues to grow and the investment trust structure is well suited to provide exposure to these less liquid asset classes. This is a natural evolution of our research and reflects our commitment to helping advisers and fund selectors make the most informed decisions over suitable investment options on behalf of their clients. Square Mile’s James (Jock) Glover on the launch, “The 18 investment trusts that enter Square Mile’s Academy of Funds at launch are all highly compelling propositions, offering investors access to a range of assets and geographies. This list will steadily expand over the coming months as our analysts award ratings to other investment trusts and companies providing exposure to a broader spectrum of investment opportunities.” Read the full press release here: https://loom.ly/ZfORw50 #FundResearch #InvestmentTrusts The Association of Investment Companies (AIC)

🚀 TEA's AGM Odyssey is in full swing! 🚀 Our Founder and CEO, Sheryl Cuisia, is on an exhilarating journey towards her dream of owning shares in every UK-listed company and attending AGMs daily. 📈 Sheryl has already acquired shares in over 700 UK-listed companies and received Letters of Representation (LORs) for 138 firms. She's been busy dashing across the city to attend as many AGMs as possible, particularly since most are still in-person! But why does this matter? AGMs are pivotal for investor engagement. They offer a direct channel to company executives, providing unique insights into company operations and strategies. For individual investors, AGMs are essential for understanding a company deeply, posing questions, and voicing concerns. At TEA, we champion inclusive investor engagement. Our mission is to empower both companies and investors to maximise the potential of AGMs. Sheryl is collecting invaluable insights from every AGM she attends and actively engaging with companies ahead of their meetings to understand their approaches to investor relations. Our AGM odyssey has only just begun! Sheryl continues her mission today, with over 26 AGMs taking place, including: •ACCESSO TECHNOLOGY GROUP PLC (ACSO) •CAPITA PLC (CPI) •Centamin PLC (CEY) •Coca-Cola HBC AG (CCH) •Dowlais Group plc (DWL) •Epwin Group Plc (EPWN) •Equals Group plc (EQLS) •Fintel Plc (FNTL) •Forterra plc (FORT) •FRESNILLO PLC (FRES) Dive into Sheryl's initial insights on the essentials for registering and effectively participating in AGMs and stay tuned as we take you along on this journey! 🌟 🔗 https://shorturl.at/laqtd #AGM #InvestorEngagement #TEA #Finance #Investing #AGMRevolution #JoinTheMovement #genz #genzfinance #millennial #UKInvestors #Finance #finlit #londoncity #unitedkingdom #moneymindset #wealthmindset #FinancialEducation

Finishing up a productive week at the annual Milken Institute Global Conference in California. It was an honor to participate in a panel discussion on the significant changes we’ve seen in asset management over the past few years, and what they mean for our business moving forward. My thanks to fellow panelists Kamal Bhatia from Principal Asset Management, Dan Bienvenue, CFA, CAIA from CalPERS, Katie Koch from The TCW Group, Tony Minella from Eldridge, and our moderator, Matt Brown from CAIS. I truly enjoyed our conversation and the opportunity to share and compare insights on the issues affecting our business.   From the generational amount of cash still sitting on the sidelines, to the rise of alternatives from being the subject of a mostly academic exercise to one that carries significant urgency for investors today, it was a privilege to share my thoughts and those of our clients on such an important stage. Milken offers a unique opportunity for our industry to talk openly about the challenges we face and opportunities we see in serving those who entrust us with their financial futures. And a conference like Milken reminds me of two fundamental truths that guide our firm through all market cycles and environments: access is what drives alpha for investors so it’s our job to find more ways to provide them with more of it, and if we focus on the things we can control and the fundamentals of what we do – investment excellence and world-class service for our clients – then we’ll be ready for volatile and uncertain market conditions. #MIGlobal

Now we have had the opportunity to review the transcript of this fascinating conversation, it seems apparent that thinking is turning hard to the nature of the inflection point we are reaching in global markets. In short, it is all well and good to talk about 'higher for longer' in the context of taking air out of a balloon that was pumped full of pandemic stimulus, but we have now reached the point where consumers everywhere are feeling the pain. And yet central banks may not cut, or at least not far, unless that pain metastasises into unemployment and other symptoms of spare capacity. There are no easy answers for policymakers, especially as, at the same time, everyone is only too aware of the heightened atmosphere of political and geopolitical tension looming in H2. Talk on the RBNZ, for instance, coalesced around a sense that it may now be overdoing its hawkish tone. The good news? Issuers have been able to make hay in H1, including in the Australian market - which has experienced unprecedented scale and consistency of demand. New Zealand has been harder for global borrowers but there is ongoing optimism about underlying demand even as pricing has been tough to line up. You can read a full transcript of the discussion in the June/July edition of KangaNews magazine - to be published in late July.