Oliver Haslam

Have you seen it? Our Five-Year Performance Review 2024 is now available. The document provides a comprehensive overview of the performance of UK retail structured products that matured in 2023 and the preceding four years. Take a look https://bit.ly/3yqOLL6 #StructuredProducts #Investment #FinancialAdvisers #IFA

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We capture contrarian alpha from UK equities. We do this by using fundamental analysis coupled with catalyst-driven mean reversion investments. The result is a concentrated and directional portfolio of hidden quality longs and forensic accounting shorts. Find out more about our approach on our website: https://lnkd.in/e__w4vzs For professional investors only. #ukequities #contrarian #assetmanagement

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Schroders Americas CEO Phil Middleton to become head of UK as James Rainbow exits. Schroders Americas CEO Phil Middleton will return to London in 2025 to head the firm’s UK business after an extended stint in the US. Check out Cristian Angeloni's latest article 👇 https://incm.pub/3UDADX1 #investing #assetmanagement #wealthmanagement #finance

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Prominent investment adviser Gary Black has raised serious concerns about the valuation of MicroStrategy Incorporated (MSTR), arguing that the stock of the company may in fact be significantly overpriced. In a recent post on X, Black, managing partner at The Future Fund LLC, expressed confusion after pointing out that the Bitcoin (BTC) holdings of MicroStrategy were valued at $31.2 billion at the time, with a net debt of $4.2 billion, resulting in an equity value of around $27 billion. Yet, its market cap stood at an eye-popping $106 billion. Read the full story on the CryptoWeekly website using our link below. #cryptocurrency #crypto #microstrategy #investment #stock

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The Strategies for #PrivateCredit CLOs, Middle Market, BSL, & #DirectLending panel at Opal Group’s European CLO Summit in London will feature KBRA’s Eric Hudson, Senior Managing Director and Co-Head of Global Structured Credit. Attend the panel on 8 October to catch Eric’s expert views. Learn more here: https://lnkd.in/eG7_5rNE | #StructuredCredit #Europeanfinance #financialmarket

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The Strategies for #PrivateCredit CLOs, Middle Market, BSL, & #DirectLending panel at Opal Group’s European CLO Summit in London will feature KBRA’s Eric Hudson, Senior Managing Director and Co-Head of Global Structured Credit. Attend the panel on 8 October to catch Eric’s expert views. Learn more here: https://lnkd.in/eG7_5rNE | #StructuredCredit #Europeanfinance #financialmarket

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The Strategies for #PrivateCredit CLOs, Middle Market, BSL, & #DirectLending panel at Opal Group’s European CLO Summit in London will feature KBRA’s Eric Hudson, Senior Managing Director and Co-Head of Global Structured Credit. Attend the panel on 8 October to catch Eric’s expert views. Learn more here: https://lnkd.in/eG7_5rNE | #StructuredCredit #Europeanfinance #financialmarket

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Equity and Fixed Income indices may initially seem to perform similar functions, but it is crucial to recognise their fundamental differences. In her latest piece, Samantha Lamb, Head of Fixed Income, explains that the choice of benchmark is not just a technical detail, but a foundational aspect of portfolio management that directly impacts investment outcomes. Therefore, the GIB Asset Management Sustainable World Corporate Bond team created a custom benchmark that is transparent, diversified, and aligned with investors' best interests. Read more about how this custom benchmark aims to set a high standard for performance and accountability in the Fixed Income space here: https://lnkd.in/e6uQj7hT We would like to thank Bloomberg for their helpful contributions to the piece. #FixedIncome #BenchmarkSelection #AssetManagement #CapitalAtRisk

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In his latest macro update, Kevin Boscher, our Managing Director in Jersey and Group CIO, focuses on the positives as he explains why now is a good time to invest. Read the full update: https://lnkd.in/dz6nYmtS #MarketAnalysis #InvestmentOpportunity

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steven hay shares insights on strategic asset allocation in Baillie Gifford's Managed Fund and outlines three questions to ask your growth manager. Watch here: https://bit.ly/4gDvzuk. #ActualInvestors

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UK EMIR will go live on 30th September 2024 Read our insight where we take a look at what happens now and what are the next steps across the UK and Europe for over-the-counter (OTC) derivative transactions.  https://lnkd.in/d8kw_-T6 #UKEmir #EMIRRefit #Eurobase #Siena

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#Schroders Head of #FixedIncome Kellie Wood features in this Adviser Voice article, talking about the opportunities in Fixed income. For investors seeking stability and income, the expected moderation in inflation may work in their favour. Read more here: https://okt.to/jXlJYn #investing

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Claude Pech, Deputy CEO and Rob Lowe, Market Head UK at Pictet Asset Services, discuss how regulation, digital transformation, and market consolidation are shaping fund administration. Pictet Asset Services is focusing on solidifying partnerships with boutique managers, adapting to a continuously evolving landscape to support client’s needs. Read the full article here: https://lnkd.in/dGAsYyMk #Pictet #PictetAssetServices #AssetServices #FundAdministration #DigitalTransformation

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We recently hosted our quarterly webinar titled "How Have Asset Managers Performed?". Designed for our clients and fellow investors, this quarterly briefing features manager researchers across Equities, Fixed Income, Multi-Asset and Hedge Funds, examining data for specific manager peer groups and considering the drivers of stronger/weaker performance. This series is designed to help investors put their recent performance (and that of their external managers) in context. The recording of the briefing is now accessible on our website for viewing: https://okt.to/Y1J4jb #assetmanagers #investing #onyourside

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This week, Morningstar published its in-depth annual review of the UK Managed Portfolios landscape. This showed that there has been a steep decline in the number of UK managed portfolios labelled as active, as providers grapple with cost pressures. Read more in Ignites Europe. http://spr.ly/6044WSdiM #activefunds #passivefunds #ManagedPortfolios

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10 new products launched in the UK last week from Meteor Asset Management, and Walker Crips. https://lnkd.in/emSc64Tg #StructuredProducts #Investment #Research #Analysis #StressTest #Valuations #Consultancy #B2B

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