Jim Singh

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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I had the opportunity to speak with David Brenchley on his show "Trust Issues", a Kepler Trust Intelligence Podcast. During the interview we discussed BBGI’s low-risk investment strategy, what makes BBGI unique amongst our peers, BBGI’s role in an investor’s portfolio, and our predictable, well covered and progressive dividend. We also discussed the outlook for BBGI and the sector, as sector headwinds seem to be abating. Listen here to the podcast here: https://lnkd.in/dnexbnAX #BBGI #BBGIGlobalInfrastructure #Keplertrustintelligence #KTI #DavidBrenchley #infrastructure #investmentcompany #investmenttrust #infrastructureinvestor #ftse250 #inflationlinkedincome #coreinfrastructure #inflationprotection 

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With the 2024 US presidential election on the horizon, the stakes are high for the tech sector and innovation-driven industries. Franklin Equity Group discusses how different election outcomes could shape America's tech leadership and innovation landscape. https://lnkd.in/gBPWe2qH.

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Check out our latest podcast where Bill and Shawn discuss Bill's recently published article in the RBJ on Embracing Volatility and the Path to Portfolio Resilience and Rational Investing https://lnkd.in/e4jiKaDY #rationalinvesting #successbydesign #defendingyourtomorrow

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The strength and resilience of our core infrastructure portfolio have been successfully demonstrated once again in BBGI’s half year results 2024. The predictable cash flows from our existing portfolio provide the necessary headroom for BBGI to sustain progressive annual dividends for the next 15 years, even without additional investments. Stabilising, and potentially reducing interest rates, combined with an ever-increasing demand for infrastructure investments, presents a long-term growth opportunity for BBGI. We will continue to maintain a disciplined and prudent approach to capital allocation and prioritise the most optimal use of cash based on maximum value accretion for all our stakeholders. Please watch the recorded presentation of BBGI’s results for the half year 2024 by @DuncanBall, CEO, and @MichaelDenny, CFOO: https://lnkd.in/eQKHFiDi #BBGI #BBGIGlobaInfrastructure #Infrastructure #InterimResults #InvestmentTrust #InvestmentCompany #InfrastructureInvestor #FTSE250 #Inflationlinkedincome #Growth #Inflationprotection  

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PPET's lead fund manager and Senior Investment Director Alan Gauld recently gave his views to Investment Week on the current debate surrounding private equity valuations in light of the ongoing Financial Conduct Authority review: "It is time for perception to catch up with reality. This is why I view the review by the Financial Conduct Authority into the valuation of unlisted assets positively. "The ultimate test of private equity valuations is the valuation change when a private equity-backed company is sold. Our own experience within PPET is that we see a long-term average uplift of circa 25% compared to the valuation two quarters prior to sale." Read the full piece below. #Patria #ValueCrafters #PrivateEquity #Investment #Valuations #PEValuations #InvestmentTrust #Investing #AlternativeInvestments #PPET

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The popular VC Secondary Series interviews have been compiled into a free book available at the Point Capital website. Expanding the series to include PE Secondaries interviews. In this release, Joseph Marks, the Global Head of Secondaries at Capital Dynamics having started his career with Coller Capital, offers his knowledge and perspectives. Published on SecondaryLink. For a copy, DM with your email. “I think we are going to look back and see that this time period was still the early innings. I can see a stable state with these GP-led vehicles becoming a constant and reliable source of liquidity for private equity managers, helping to address the DPI challenges seen recently. We may see GP-leds essentially becoming the third leg of liquidity for GPs (alongside IPOs and M&A transactions), happening when it is needed most…although at a market clearing price.” https://lnkd.in/eZzPTVQe

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❗️Critical Compliance for Fund and Asset Manager Marketers: How do you stay compliant while implementing digital marketing and AI to elevate your fundraising? ➡️ Join us at the Revenue Revolution Symposium at the Questrom School of Business, Boston University to explore this and other critical business development issues in the digital age. 🎤 Featured Speaker: Derek Stern, Head of Global Distribution Compliance at Manulife Investment Management and John Hancock, and a panel of legal and compliance experts will provide crucial insights on navigating compliance in our online era: 1️⃣ Compliant Growth Strategies - Explore techniques to expand your digital presence and engage investors without crossing regulatory boundaries. 2️⃣ Surviving the New SEC Marketing Rule - Understand how to optimize your marketing strategies while complying with the latest regulations. 3️⃣ Thriving under multiple regulators - Learn how to grow your business while complying across multiple jurisdictions and regulations. 📍 Event Details: Join us on May 29, in Boston or online, for this groundbreaking symposium, sponsored by the Digital Business Institute BU. 📅 Act with Urgency: The regulatory landscape is swiftly evolving—stay ahead of the curve. Register now: https://lnkd.in/eYynjitW #DigitalMarketing #Compliance #AssetManagement #QuestromMeansBusiness #DigitalRevolution

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Exploring the Flagship Worldwide Flexible Fund in this Fund Fit Summit is Philip Short, Flagship Asset Management, Megan Bellinger-Witbooi, CFA, CIPM, Analytics Consulting, and Dylan Bradfield, Sharenet👉 https://lnkd.in/ep4rfbzB The panellists look at where this fund fits into portfolios, the importance of risk management, if hedging strategies are utilised, and the aim of generating inflation-beating returns. 

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Wondering how a flexible fund can fit into your portfolio? In this interview, expertly hosted by Zamazulu Zulu and Asset TV, you will find out how the Flagship IP Worldwide Flexible Fund will add value to your portfolio. #globalinvesting #investments #investmentmanagement #wealth

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Unanchored inflation expectations can limit the impact of the Fed’s rate cuts on easing space in EM. But is a new story emerging in Brazil, with 2025 inflation expectations finally peaking? This is a good omen. However, the market also needs the credible new governor of the central bank, as well as evidence of actual fiscal consolidation

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Over 240 firms added 450+ strategies to the Nasdaq eVestment platform in 1Q24 for visibility with consultants, intermediaries, and investors. The newly marketed strategies were added by firms domiciled across 30 unique countries spanning from Australia to Singapore to Switzerland, and 28% indicated integration of ESG considerations into their respective investment processes. From a geographic standpoint almost 200 were broadly diversified (i.e. had a global investment focus) in nature, however, in total the newly promoted strategies spanned over 30 different regions across #balanced, #equities, #fixedincome, #hedgefund and #realestate capabilities. Please see the link below for further details… (managers please do contact the Nasdaq eVestment team should you have questions regarding optimizing presence/visibility, opportunities, and relevant trends/insights of those areas where your firm has expertise!).

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The increasing interest in alternative investments from registered investment adviser (RIA) clients in the U.S. is driving a corresponding increase in the number of pooled investment funds that RIAs are launching themselves in order to access alternative investment strategies such as private equity and real estate that might have minimum capital commitments that are too high for just one individual client. Launching a private fund can seem like a natural progression for RIAs seeking to expand their offerings, grow assets under management, or pursue more sophisticated investment strategies. However, many RIAs enter this realm with misconceptions that can lead to operational, regulatory, and strategic challenges. Greg Poapst of Fundviews Capital LLC offers some insights for RIAs newer to the process in his article for our blog this month. Have a read at the link below. https://lnkd.in/emDUbey7 #alternativeinvestments #registeredinvestmentadvisors #fundlaunches #hnwi #platforms

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Is the UK facing another bond market implosion? Yields on 30Y Gilts have been rising steadily since September and recently edged *higher* than during Truss' ill-fated 2022 fiscal event, while the pound touched a new 12 month low. I've seen a lot of commentary suggesting this is somehow reflective of the unique set of challenges the UK is facing. I guess you can read the data different ways, but I would argue quite vigorously *it isn't*. At our Macro Breakfast this morning, I made the following points: Slide 1) Most of the move in Gilt yields has simply followed similar moves in global bond markets; the rise in the 30Y Gilt yield has tracked the move in the 30Y UST almost bp by bp since September - the US/UK spread has remained almost completely flat. Contrast this with Truss, when the rate differential blew up by almost 200bps in what was very clearly an idiosyncratic move. Slide 2) For the first 10 months of 2024, GBPUSD followed moves in the US/UK rate differential fairly closely. The two then uncouple from the time of the US election onward. I don't think this is a coincidence; the decline in GBPUSD probably has more to do with Trump's tariffs than anything happening in the UK. The fact that sterling has actually *appreciated* against the euro while losing value against the dollar further suggests this is a greenback story more than a sterling story. The rise in yields still has real consequences, the most obvious being that the chancellor's £10bn fiscal headroom is probably all but gone, which could force some hard policy choices come her March budget. But it is not the damning verdict over UK assets some pundits have made it out to be, and I'm not seeing signs of implosion yet. --- Complete aside, but would you rather hold 30Y USTs at 4.9% or 30Y Gilts at 5.3%? I might be in the minority, but given that the UK... ...has traded at a yield discount to the US for most of the last decade... ...has similar or better inflation outlook... ...has lagged US GDP post-covid... ...faces slower long-term growth potential... ...arguably has the more attractive fiscal profile... ...the relative pricing doesn't make a ton of sense to me.

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@Liz Perenick, Head of Portfolio Management for Private Placements, was excited to join a panel on key industry trends at this year's Private Placements Global Forum: Europe. The conference featured industry leaders covering a comprehensive agenda of today's major topics in private placements, including market updates, issuer perspectives, and much more. #insuranceassetmanagementstrategygroup #insuranceassetmanagement

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