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Are you effectively using the full toolkit available to build robust portfolios? I am pleased to share my latest publication on convertibles with you.😃 Read for yourself... For professional clients and qualified Investors only. 🚀 Navigating Tech Sector Volatility with Convertible Bonds: Lessons from the Past 🔍 This summer’s tech stock market jitters remind us of the dot.com era. Tech stocks are facing challenges and uncertainty looms. Enter convertible bonds—those unsung heroes of financial markets bridging equities’ growth potential with the safety of fixed-income securities. 📉 Reflecting on the Dot.com Bubble Back in 2000, a narrow focus led by a few large-cap tech companies tip-toed us into overvaluation. The aftermath was a reminder that while some thrived, many lacked sustainable business models. Fast forward to today, the parallels are stark yet insightful. 🛡️ Convertibles: The Safety Net During the dot.com burst, while equities suffered, convertibles displayed resilience, providing downside protection with their bond-like characteristics. They were the guiding light for investors seeking a balanced risk-return profile amidst chaos. 📈 Role in Portfolio Diversification Convertibles can dampen portfolio drawdowns and offer a strategic shield against market declines. As a hybrid security, they play dual roles: protecting against dramatic losses and participating in market recoveries. 🔄 History Rhymes with the Present With potential sector rotation away from over-burdened tech trades, convertibles stand ready to adapt. Companies might leverage them for liquidity, offering cheaper equity with attractive coupons—a win-win for cautious investors. 🔔 Action Required: Your Thoughts? As we brace for tighter credit conditions, how do you see the role of convertible bonds evolving? Share your insights and let's explore the strategies that can steer us confidently through uncertain waters. 🔗 Read the Full Article Here: https://okt.to/pUIFuK #ConvertibleBonds #TechSector #InvestmentStrategies #MarketVolatility #Schroders

I have told investors the truth. I have the 124 new invention ideas for new products. I have the proof. There is nothing wrong with me asking for help. I want to succeed with investment companies and investors. I'm not given the chance to defend myself.

I am happy to share Investlogic Q2 Investment Strategy Update! ⚠️ ckeck link ⬇️ Momentum on equity markets worldwide began to falter in April. How long a series of triumphs can be sustained on the financial markets ? We are adjusting our portfolio to the new environment. We want to adjust our allocation to a more neutral Asset Allocation. We shall take some profits and not add more exposure to equities at this stage. We recommend taking profits from the growth stock-dominated US equity market, and investing in global value stocks instead. #strategy #markets #risks #economy https://lnkd.in/e23syBez

Unlike market performance or interest rates, investment costs are one of the few things you can control—but they aren't always easy to spot. Check out my latest article that discusses these costs and what you can do to control them.  Thank you, Constance Brown-Gainor, Miriam Hill, and Amanda Lake, for your collaboration and support. https://lnkd.in/edNgcm7K

Ever wonder how the ultra-wealthy invest their money?   Hint: It's NOT in Stocks, Bonds, or even red dresses made of flowers and feathers.   In fact the ultra wealthy are putting their money into Alternative Investments: -> Venture Capital -> Private Equity -> Real Estate   Not sure if alternatives are right for you?   Let's bust some myths and convince you otherwise: Myth 1: Too risky Truth: Risk levels vary widely, and some, like real estate can be quite stable.   Myth 2: Require expert knowledge Actually: As an investor you can leverage the skills of experienced teams. Myth 3: Only for the Ultra-Wealthy  Reality: There are opportunities open to a wide range of investors. Myth 4: Lack transparency Fact: Most investments provide regular, detailed reports.   Myth 5: Illiquid Not True: Options exist for different liquidity needs.    So why should YOU consider alternatives? -> Potential higher returns -> Portfolio diversification -> Unique opportunities   Ready to take your investing to the next level and join the ranks of many of the best investors?   Let us know, What alternative investments are you investing in?   ---------------------------------------- 👋 I'm Amanda. I'm an engineer and active real estate investor.   Want to explore how alternative investments can work for you?   DM me and we can schedule a chat  

Active vs. passive vs. discretionary investing: Which strategy is best? It may come as a surprise to hear us say that there is no one “right” way to invest. There are actually about as many different investment models as there are names you can think up to keep them straight, and many different methods can work. But active, passive, and discretionary are three potential avenues of investments — which one is potentially right for you? https://hubs.la/Q02BBBY_0 #activeinvesting #passiveinvesting #discretionaryinvesting #investmentstrategy

Why Xenith Capital is Your Perfect Partner for Achieving Investment Goals? When it comes to securing your financial future, choosing the right investment partner is crucial. At Xenith Capital, we offer various strategies that align with our investors' unique goals. With a team of seasoned experts and cutting-edge technology, we ensure that every step of your financial journey is backed by expertise, trust, and innovation.   What Sets Xenith Capital Apart? Choosing an investment partner is about more than numbers—it’s about trust, strategy, and results. Xenith Capital’s approach combines these elements seamlessly, making them a preferred choice for investors. Find out more about Xenith here: https://lnkd.in/ehRdgXRc  

🌐 Our strategies have consistently received recognition since Everon was founded. We believe in an investment philosophy that employs technology and quantitative analysis methods to select investments, while also acknowledging the invaluable role of human judgment where it matters most. In our latest blog article, we analyze one of our key strategies: Factor Investing. Click the link below to find out more. 👉 https://lnkd.in/eQPgzYDU

Active vs. passive vs. discretionary investing: Which strategy is best? It may come as a surprise to hear us say that there is no one “right” way to invest. There are actually about as many different investment models as there are names you can think up to keep them straight, and many different methods can work. But active, passive, and discretionary are three potential avenues of investments — which one is potentially right for you? https://hubs.la/Q02sWkgy0 #activeinvesting #passiveinvesting #discretionaryinvesting #investmentstrategy