FALGOM AG’s Post

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through November and then discusses the recent drivers of performance, the economy and our outlook for the remainder of the year and beyond. https://lnkd.in/gNRSsiQd

Investments in all stages experienced a significant decline, with growth stage suffering the largest drop in absolute terms (~US$ -4.5B), while late stage fell the most in % terms (-94%). Check Roma Dixit, (Director, Insights & Consulting, Financial Investors) views on the latest 1Lattice Deal Pulse Report - Q2 CY23. For similar insights into deals and investment landscape follow 1Lattice. #investment#dealpulse#enterprisetech#fintech#retailtech

Expert financial-sector investors Chris Davis of Davis Advisors, Hunter Doble of Hotchkis & Wiley and Derek Pilecki of Gator Capital Management describe, in the latest issue of Value Investor Insight, why they consider the sector fertile investing ground, where “outsiders” may be prone to err, and why they see unrecognized value in Bank of New York Mellon, ING, Citigroup and OneMain Holdings.  $BK $INGA $C $OMF https://lnkd.in/evejd2PQ #valueinvesting #activemanagement #investmentresearch #investingstrategy #valueinvestor #valuestocks #banks #financialsector

📢 Market Update: We are pleased to share our latest market update from Robert Lee, CFA, Co-Head of Multi-Asset Investments and Head of Rates at Signia Invest. In his comprehensive review, Robert delves into key market movements, economic trends, and geopolitical influences shaping the investment landscape. Highlights include: 📈 Markets rebounding in May with S&P 500 up 4.8% and STOXX 600 up 2.6% 💹 Analysis on Nvidia's historic $3 trillion market cap and its implications 📉 Insights on the US Dollar decline and geopolitical stability 🇯🇵 Japan’s significant milestone with 10-year government bond yield above 1% for the first time since 2012. Stay informed with Signia Invest. #MarketUpdate #Investing #Finance #RobertLee #SigniaInvest

"With 2023 firmly behind us, all eyes are looking ahead to 2024, dubbed ‘the year the world goes to vote’. Against this backdrop, I’m sure the year will bring many twists and turns, and whether we like it or not, the securities finance world is along for the ride.." In this latest edition of the 'Reflections of the CEO' blog, Andrew Dyson explores some of the factors that will shape the securities finance landscape in 2024, while also sharing some of ISLA's key priorities for the year ahead. Read the latest blog post in full at https://hubs.la/Q02h1xS90 #ISLANews #ISLABlog #securitieslending #securitiesfinance #2024

After a tough 1st half of 2024, we are seeing an uptick in M&A activity. Our mid-year outlook sees mounting sale preparations, VDD’s already underway and additional activity as more quality assets are expected to come to market in this second half of ‘24. Pent up demand and growing exit pressure for PE, along with macroeconomic pressures and technological disruptions for corporates, notably in AI, are driving increased interest in acquiring and accelerating reinvention and growth.

Our CEO, Michael Durso, CFA®, sat down with Jacob Miller, Co-Founder of Opto Investments, recently discussed the unique opportunities in private markets and the benefits they add to portfolios in this current market environment. To watch this video and others highlighting private markets, click here: https://bit.ly/487t92z Disclosure: Investing in private markets entails risk, including the risk of loss, and is not suitable for all investors. Before investing in private markets, please speak to your advisor about your risk tolerance.

Are megadeals making a comeback in 2024? The year has started with some big deals announced during an often quieter time for dealmaking which bodes well for the year ahead. Read more: https://pwc.to/41YPvBA #PwCDeals #MegaDeals,#MnA, #IndustryInsights, #DealsTrends

📣 ASBIS Enterprises PLC, our listed company, was recognized by Polish media leader, "Puls Biznesu" for its excellent performance in the Listed Company of the Year 2023 ranking. ASBIS was in top 10 best companies listed, and received third place in the "Investor Relations" category which makes it a leader in IR communication and not only. The selection process involved a survey completed by 100 specialists in the capital markets industry to evaluate companies listed on the Warsaw Stock Exchange in 2023. The object of the assessment was the Companies listed on the Warsaw Stock Exchange in 2023 and included in the WIG20, mWIG40 and sWIG80 indices (as of the end of November 2023).  Read more: https://bit.ly/3v1eDfb 👈👈

Explore the distinctive realm of high-end collectibles, setting it apart from traditional investments. Rigorously assess the value of each piece by considering factors like rarity, condition, and cultural significance. Seek guidance from experts and stay informed about market trends for accurate valuation. Discover more about the world of high-end collectibles. Follow RarityX for valuable insights and updates! #CollectiblesMarket #InvestmentDiversity #RarityAssessment #MarketTrends #ValuationInsights #HighEndCollectibles #InvestmentAdvice