Lori Calvasina, head of US equity strategy at RBC Capital Markets, discusses the outlook for equity markets, the US economy and Federal Reserve policy. Speaking on Bloomberg Television, she also talks about the differences in portfolio strategies between US and non-US investors. ...

I don't think anyone doubts that AI is a gamecher for society in in in the years ahead. But is the scale of of impact it's going to have on our lives already priced into the equity markets. Do you think.I think that the pricing of supercalers, the obvious AI labels on them, particularly the ones that have done very well like the and the Magnificent 7 um have become uh rather expensive uh uh relative to uh what um even optimists would say are the uh present value of the future. your cash flows. I um how havi ...

Sweden is on track to be one of the top European destinations for raising capital in equity markets in 2025, thanks to its strong local community of professional investors and a vibrant army of retail investors https://t.co/tclsoZ4Xkq ...

🗞️ #ESMA Working Paper | Fragmentation in European Equity Markets since 2019 → https://t.co/4WZ6xL0T4bThe paper analyses how the European equity market structure evolved between 2019 and 2022, focusing on the impact of #Brexit and the role of #MiFIDII/MiFIR legislation. https://t.co/Z7aGPP4ZwP ...

Core Insights - The article highlights the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, indicating a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, showcasing a deep understanding of financial markets and investment strategies [1] - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] Group 2: Investment Focus - The author emphasizes a focus on sectors such as real estate and renewable energy, which are increasingly relevant in today's investment landscape [1] - The article suggests a commitment to sharing insights and analysis on companies of interest, aiming to engage with a global audience [1] Group 3: Engagement and Growth - The author expresses a desire to connect with readers and foster discussions, indicating an intention to build a community around informed investment decisions [1] - There is a clear motivation for continuous improvement and growth as a thought leader in finance, which may attract readers seeking expert opinions [1]

Core Insights - The article emphasizes the author's extensive experience in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, showcasing a strong academic foundation in finance [1] - The author's professional experience spans over 10 years in investment banking, indicating a deep understanding of financial markets and investment strategies [1] Group 2: Areas of Expertise - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] - The focus areas include real estate, renewable energy, and equity markets, highlighting the author's diverse investment interests [1] Group 3: Engagement and Goals - The author aims to share insights and analysis on companies of interest through Seeking Alpha, fostering a global dialogue on investment ideas [1] - The motivation behind the author's writing is to empower informed decision-making among readers, indicating a commitment to education and knowledge sharing in finance [1]

2025 might have started off on a most uncertain note for the economy, but the equity markets have been surprisingly resilient. In fact, key market indices are now trading at their highest ever levels. Of these, even though the Dow JonesManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing grou ...

Core Insights - The article emphasizes the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, showcasing a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, indicating a deep understanding of financial markets and investment strategies [1] Group 2: Areas of Expertise - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] - The focus on real estate and renewable energy suggests a strategic interest in sectors that are likely to experience growth and transformation [1] Group 3: Engagement and Goals - The author aims to share insights and analysis on companies of interest through Seeking Alpha, indicating a commitment to informing and engaging with a global audience [1] - The intention to debate ideas reflects a desire for continuous improvement and collaboration within the finance community [1]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing technologies to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Financial Performance - Caisse de Depot et Placement du Quebec (CDPQ) reported a 4.6% return for the first half of the year [1] Market Conditions - The return was achieved amid turmoil in equity markets and pressures on real assets [1]