Video of the week

Portfolio Construction Forum Market Summit 2024 Wrap

February 28, 2024
From the key insights to the most thought-provoking topics, Jonathan Tolub & Jonathan Ramsay discuss how the Portfolio Construction Forum Market Summit is helping them and their clients stay ahead of the macro curve and find new opportunities in emerging markets, small caps, private credit and more.

In this week's video JT and JR discuss how they are integrating some of the macro insights from the recent Portfolio Construction Forum Market Summit, particularly those concerning the US election.

There were also some longer term and somewhat philosophical discussions that were interesting and surprisingly well received by the audience. We are not yet sure how that relates to portfolio construction but there are quite a few threads to pull on and we have a feeling that some of the cultural overtones discussed might have some near term relevance to markets. 

More practically opportunities in emerging markets, small caps, private credit were prominent, some of which we agree with and some which require more work. In particular, we are starting to understand where some of the fault lines in the private debt universe may lie. Conversely, this gives a little more confidence about the rest. 

Over the next month we will be doing some (AI assisted) work that aims to make sure that we actually harness some of the insights from this and other conferences that we have attended recently rather than let it get lost in our wake (which happens all too often!)

Markets Slip as Quarter Closes on Uneasy Note

April 1, 2025
Read More

Markets, Policy and Portfolios: What We Took Away from Andrew’s Sessions

April 1, 2025
Read More

Emerging Markets Could Prove to be Resilient from Global Volatility

April 1, 2025
Read More

Markets Stabilise as Tariff Fears Ease, But Growth Signals Remain Mixed

April 1, 2025
Read More

Why Small Caps Could Be the Right Move in Uncertain Markets

April 1, 2025
Read More

Markets Rebound but Uncertainty Lingers

April 1, 2025
Read More

Fluctuating global markets and mixed economic signals in the last week of May

January 30, 2025
Read More

May: A Month of Gains Tempered by Volatility

January 30, 2025
Read More

Nvidia Shines Amid Persistent Inflation Concerns in a Mixed Week for Global Markets.

January 30, 2025
Read More

ASX closes higher as cooling US inflation fuels anticipation of rate cuts

January 30, 2025
Read More

Positive Momentum Continues Amid Mixed Signals

January 30, 2025
Read More

Fed Holds Steady as Global Markets Respond to Mixed Economic Cues

January 30, 2025
Read More
No items found.
No items found.
No items found.
Icon of a letter

InvestSense insights, delivered straight to your inbox.

Icon of a letter

Get the latest industry news

Icon of a letter

Get the latest industry news

Icon of a letter

Get the latest industry news