Zuck you money. In Satya Nadella we trust. You’ll hear these things on this show, with the hosts focusing on two of the most exciting technology companies in the world. Moe took on Meta, a love/hate stock for so many in the market. The Finance Ghost covered Microsoft, his favourite stock of them all.
The Westbrooke Alternative Asset Management team give us an update on the latest capital raise in the Westbrooke Yield Plus fund and take our listeners through a case study of how some of these deals are structured. After an extraordinary pace of rate hikes by the Bank of England, the base rate in UK now offers genuinely appealing yield and this presents opportunities for the fund and for investors.
Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners have become familiar with the Westbrooke Alternative Asset Management team and the types of investments that they specialise in. This week, we look beyond the team to find out what independent wealth managers think about alternative assets. Based on the results of a survey of wealth managers that was arranged by Dino Zuccollo of Westbrooke, we were able to discuss points like: • What types of alternative assets are popular? • What is the priority for investors – [...]
Stock-picking is a fun game that we all like to play. Here’s the thing: if you don’t keep an eye on the macro environment, then you don’t know which stream your stock fish are swimming in and how strong the current is. No matter where in the world you invest, your performance will be impacted by the decisions made by the Fed in the US. Make no mistake, the Fed is always topical. In 2022, the Fed is more than just topical; it is dominating the narrative. The yield curve has a material impact on equity performance, especially in the tech [...]
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