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Are Equities Currently Too Risky?

After surviving the bitterest of winters, it feels like one's made it back to the cabin after collecting firewood but, now inside, one has to wait for the wood to dry out before the fire takes hold. Elevated fears of European sovereign credit risk coupled with a weak economic recovery have led many to question the attractiveness of equities as an asset class. Our corollary is that equities have historically performed moderately well during periods of retrenching fiscal policy, and incidences of double-dip recessions are the exception not the norm.
Recorded Apr 28 2010 47 mins
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Presented by
Robert Quinn, Chief European Equity Strategist, Standard & Poor's
Presentation preview: Are Equities Currently Too Risky?
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    • Artificial Intelligence
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    Join Jeff Cline, Co-CEO of SVN | SFR Capital Management, LLC, a private, commercial real estate investment firm dedicated to the Build-for-Rent asset class, to hear about the sector that is leading the commercial real estate segment. In this presentation, Cline will discuss:

    An overview of the Build-for-Rent asset class leading the CRE segment.
    Financial performance compared with other investment segments.
    A comparison of all CRE asset classes for investment.
    A look at what’s to come in 2021 and beyond.
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    Hector McNeil at HANetf, Massy Larizadeh at New Horizons Advisory, Michael Koegler at Market Alpha Advisors LLC
    The COVID-19 pandemic continues to shape the investment management story for 2021. While revenues for investment management firms remained largely intact in 2020, the pandemic still impacted the people, operations, and technology used by investment managers.

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    - Passive funds and private capital
    - Market volatility and price movement at the industry sector and asset class levels
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    Massy Larizadeh, Managing Director/Founder of New Horizons Advisory
    Michael Koegler, Managing Principal and Co-Founder of Market Alpha Advisors LLC
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    Dr. Sönke J. Siemßen, Head of Client Portfolio Management at Nomura Asset Management Europe KVG mbH
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    -an update on the latest political and technological progress towards carbon neutrality targets
    -the concept of climate mitigation and climate adaptation as well as a selection of long-term sustainable investment trends with strong growth potential
    -how to unlock value by investing into clean technology stocks while taking into account theme purity as well as ESG criteria

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    Presenters from: HANetf, Sanlam Investments, iClima Earth, and Tematica Research
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    We’ll be joined by 3 asset managers to discuss the performance of their industries in the first quarter of 2021. The topics we will be discussing include:

    Global equities
    Decarbonisation and new legislation
    Digital infrastructure and the roll-out of 5G

    Speakers:
    Hector McNeil, co-founder and co-CEO of HANetf
    Hannah Gooch-Peters, Global Equity Investment Analyst at Sanlam Investments
    Gabriela Herculano, co-founder and co-CEO of iClima Earth
    Lenore Hawkins, Chief Macro Strategist at Tematica Research
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  • Title: Are Equities Currently Too Risky?
  • Live at: Apr 28 2010 10:00 am
  • Presented by: Robert Quinn, Chief European Equity Strategist, Standard & Poor's
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