Financial investment – Hledam http://hledam.biz/ Sat, 08 Jan 2022 02:15:27 +0000 en-US hourly 1 https://wordpress.org/?v=5.8 https://hledam.biz/wp-content/uploads/2021/06/icon-2021-07-01T003219.761-150x150.png Financial investment – Hledam http://hledam.biz/ 32 32 The 3 Best Ways to Invest for Retirement Personal finance https://hledam.biz/the-3-best-ways-to-invest-for-retirement-personal-finance/ Sat, 08 Jan 2022 01:30:00 +0000 https://hledam.biz/the-3-best-ways-to-invest-for-retirement-personal-finance/ As if that weren’t enough, investing in your 401 (k) offers tax benefits. In a traditional 401 (k), you get an immediate tax deduction based on your contribution. In a Roth 401 (k), you can potentially withdraw your money tax-free in retirement. In either 401 (k) style, your money will be compounded tax-deferred over the […]]]>

As if that weren’t enough, investing in your 401 (k) offers tax benefits. In a traditional 401 (k), you get an immediate tax deduction based on your contribution. In a Roth 401 (k), you can potentially withdraw your money tax-free in retirement. In either 401 (k) style, your money will be compounded tax-deferred over the life of the plan, which will help your nest egg grow faster.

These three tools can each play an important role in growing your retirement account balance. Put them all together, and they create a powerful combination that can speed up your ability to build a nest egg for your golden years.

The sooner you put your plan into action, the better your money can work on your behalf to get you closer to where you want to be. So start now and see how far to start early, investing often and making it automatic can take you on your quest for a financially comfortable retirement.

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Covid vaccine makers face investor pressure on global access https://hledam.biz/covid-vaccine-makers-face-investor-pressure-on-global-access/ Thu, 06 Jan 2022 08:00:49 +0000 https://hledam.biz/covid-vaccine-makers-face-investor-pressure-on-global-access/ Drugmakers must prioritize global access to Covid-19 vaccines and tie executive compensation to equitable distribution, according to a group of leading international investors. Nomura, BMO and GAM are among 65 institutional investors who have written to major pharmaceutical companies urging them to “integrate the global availability of vaccines into executive and executive compensation policy.” The […]]]>

Drugmakers must prioritize global access to Covid-19 vaccines and tie executive compensation to equitable distribution, according to a group of leading international investors.

Nomura, BMO and GAM are among 65 institutional investors who have written to major pharmaceutical companies urging them to “integrate the global availability of vaccines into executive and executive compensation policy.” The signatories represent more than $ 3.5 billion in assets under management.

“It is clear that today a large part of the world’s population still does not have sufficient and equitable access to vaccines,” the investors said in the letter, released Thursday.

“A pandemic that remains unchecked in many parts of the world is and should be high on our agenda as global investors, as well as for governments and the companies in which we invest. “

The letter was sent to the boards of directors of Pfizer, Moderna, AstraZeneca and Johnson & Johnson.

As advanced economies, including the UK, US and Israel, have started administering the third and fourth doses to their populations, as well as immunizing young children, less than 8% of the 1.3 billion people in Africa have been fully immunized.

Financial Times analysis published last month shows that the amount of boosters administered in rich countries exceeds the first two hits given in poorer countries. The World Health Organization has called on businesses and governments to help meet a 70% immunization target in every country after nearly half of its member states fail to hit the 40% milestone. by 2021, mainly due to a severe shortage. An aggressive increase could lead to vaccine supply gaps early this year, the WHO has warned.

Drugmakers should prioritize contract fulfillment for the Covax and African Vaccine Acquisition Trust vaccine access programs “urgently,” the investors wrote, and provide transparency and monthly supply schedules clear to these distribution alliances as well as to low- and middle-income countries.

They added that companies should negotiate areas such as delivery exchanges with countries that already have high coverage, and commit to greater transfer of expertise and technology, including license fees.

“Pharmaceutical companies have a duty to do everything on this, but unfortunately we see that they are lagging behind. In addition, the business case is clear: new variants threaten the recovery of economies around the world, ”said Rogier Krens, chief investment officer of Achmea Investment Management, who coordinated the letter.

Achmea will vote against any executive pay that does not incorporate these goals, he added, although voting policy among other signatories may vary.

Alex Rowe, portfolio manager at Nomura Asset Management, said that “prioritizing access to vaccines over short-term benefits is not only the right thing to do from an ethical standpoint, but the most sustainable long-term approach for these companies ”.

He said this would help reduce the risk of developing new variants and any potential backlash against drugmakers “with respect to their role in limiting the impact on human life.”

The emergence of the highly infectious variant of Omicron in southern Africa in December highlighted the consequences of failure to vaccinate large swathes of the world’s population. Global markets have stumbled and many countries have been forced to put in place new lockdowns in an attempt to halt the spread.

Most of the 65 investors who signed the letter have small stakes in the three largest vaccine makers – Moderna, BioNTech and Pfizer. By far the largest is BMO Global Asset Management’s 0.3% stake in Pfizer, worth $ 1.04 billion, while Achmea’s largest pharmaceutical stake is 0.01% in Johnson & Johnson worth $ 41.1 million, according to S&P Capital IQ.


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Wavecrest and MassMutual invest in level 1 financial solutions to accelerate the development of integrated customer journeys https://hledam.biz/wavecrest-and-massmutual-invest-in-level-1-financial-solutions-to-accelerate-the-development-of-integrated-customer-journeys/ Tue, 04 Jan 2022 14:00:00 +0000 https://hledam.biz/wavecrest-and-massmutual-invest-in-level-1-financial-solutions-to-accelerate-the-development-of-integrated-customer-journeys/ TORONTO and NEW YORK, January 4, 2022 / CNW / – Tier1 Financial Solutions (“Tier1”), a leading provider of customer relationship management (“CRM”), AML compliance and fraud prevention solutions, received new funding from shares of a group of investors led by Wavecrest Growth Partners (“Wavecrest”) and MassMutual Ventures. This latest investment in Tier1 will help […]]]>

TORONTO and NEW YORK, January 4, 2022 / CNW / – Tier1 Financial Solutions (“Tier1”), a leading provider of customer relationship management (“CRM”), AML compliance and fraud prevention solutions, received new funding from shares of a group of investors led by Wavecrest Growth Partners (“Wavecrest”) and MassMutual Ventures. This latest investment in Tier1 will help drive the next generation of connectivity between compliance workflows and the customer experience, enabling Tier1 customers to create end-to-end integrated journeys in an efficient, cost-effective and reliable manner for their customers.

“We are very happy to continue working with our long-time trusted partners at Wavecrest and MassMutual Ventures. Their increased investment demonstrates not only their support for Tier1 but also the company’s assertion that we remain ahead of the innovation curve in our AML compliance and CRM solutions, ”said Jiro okochi, CEO of Tier1 Financial Solutions.

The Tier1 Financial Solutions product suite includes the Alessa AML fraud prevention and compliance solution, as well as two specially designed CRM solutions – Tier1CRM for sell-side capital markets and Satuit for asset management and management firms. of heritage on the purchase side.

Regarding the fast growing Alessa compliance product, Eric Emmons, Managing Director of MassMutual Ventures commented: “Alessa provides a single platform that covers virtually all of the KYC / AML capabilities that all banks, money services companies, fintechs, insurance companies and other regulated industries must have in place. to properly protect their customers – including a single service for identity verification, customer due diligence, and real-time transaction monitoring and filtering – while enhancing KYC operations with a suite of advanced analytics features , such as anomaly detection and robust automated regulatory reporting. “

Tier1 is ending one of the most successful years in its 13-year history. In January he acquired Alessa, a provider of anti-money laundering and compliance solutions for banks, credit unions, money services businesses (MSBs) and fintechs; and in April he acquired Satuit Technologies to expand its global CRM footprint in the asset management industry. These acquisitions are in addition to the company’s original Tier1CRM capital markets product, which has continued to grow, including net retention of 104% this year.

About Wavecrest’s growth partners
Situated at Boston, Wavecrest Growth Partners is a growth capital firm focused on investing and partnering with leading B2B software and technology services companies. Wavecrest targets minority and majority investments in profitable, high-growth technology companies with proven business models and brings a differentiated mix of investment and operations expertise. The co-founders of Wavecrest have over two decades of combined experience investing and operating in growing B2B technology companies. For more information, visit us at http://www.wavecrestgrowth.com.

About MassMutual Ventures
MassMutual Ventures (MMV) is a global, multi-tiered venture capital firm investing in enterprise software, cybersecurity, fintech and digital health companies. Through our deep expertise and our extensive Fortune 500 network, MMV helps entrepreneurs create compelling and scalable value businesses. MMV has offices at Boston and Singapore, with $ 450 million under management through five funds. The US-based team invests in North America, Europe, and Israel, while the Singaporethe based team invests through South East Asia, Hong Kong, India, Australia, and New Zealand. For more information, visit www.massmutualventures.com.

About Tier 1 Financial Solutions
Tier1 Financial Solutions is a leading provider of customer relationship management (CRM), KYC and AML compliance, and fraud prevention solutions. Tier1’s portfolio of digital transformation solutions enables its customers to optimize customer engagement, increase operational efficiency and reduce regulatory compliance risk. Trusted by more than 300 companies and nearly 20,000 users worldwide, Tier1 delivers optimized workflow experiences, guest insights, and a centralized view of customer interactions that drive revenue-generating engagements. Serving the unique needs of capital markets, investment banking, investment management and professionals, Tier1 advances client relationships and workflows with data-driven insights on desktop devices and mobile, promoting compliance, collaboration, transparency and communication. For more information visit www.tier1fin.com.

Media contact:
PJ Kinsella
Executive Vice President, Media Relations
Paragon Public Relations
pj@paragonpr.com
+1 (973) 255-7153

Cision

View original content: https://www.prnewswire.com/news-releases/wavecrest-and-massmutual-ventures-up-investment-in-tier1-financial-solutions-to-accelerate-development-of-integrated-customer – trips-301453191.html

SOURCE Level 1 Financial Solutions

Cision

Cision

See original content: http://www.newswire.ca/en/releases/archive/January2022/04/c2513.html


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Should we really invest in the stock market in 2022? | Personal finance https://hledam.biz/should-we-really-invest-in-the-stock-market-in-2022-personal-finance/ Sun, 02 Jan 2022 12:00:00 +0000 https://hledam.biz/should-we-really-invest-in-the-stock-market-in-2022-personal-finance/ With this type of attitude, you can actually put yourself in a position to be ready to buy more stocks when a solid business is available at an objectively inexpensive price. This can put you in a position where you are ready to buy a solid business at a decent cheap valuation no matter what […]]]>

With this type of attitude, you can actually put yourself in a position to be ready to buy more stocks when a solid business is available at an objectively inexpensive price. This can put you in a position where you are ready to buy a solid business at a decent cheap valuation no matter what the rest of the market is doing. More than anything else, this attitude and set of tools could enable you to invest in the stock market in 2022.

Prepare to invest in 2022

When your finances are in good shape, your short-term needs can be addressed outside of your equity portfolio, and you have good control over value, you can be an equity investor in almost any market. If you still have some work to do to prepare yourself, then now is a great time to start. Once you’ve got the basics in place, you might find 2022 to be a great year for investing in the stock market.

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GEE Group to Host Investor Update Conference Call to Discuss Recent Earnings Report and 2022 Outlook https://hledam.biz/gee-group-to-host-investor-update-conference-call-to-discuss-recent-earnings-report-and-2022-outlook/ Fri, 31 Dec 2021 21:05:00 +0000 https://hledam.biz/gee-group-to-host-investor-update-conference-call-to-discuss-recent-earnings-report-and-2022-outlook/ JACKSONVILLE, Florida/ ACCESSWIRE / December 31, 2021 / GEE Group Inc. (NYSE American: JOB) (“The Company” or “GEE Group”), a provider of professional staffing services and human resources solutions, today announced that it will hold an investor update conference call on Tuesday, January 4 2022 at 10 a.m. EST to review and discuss its 30, […]]]>

JACKSONVILLE, Florida/ ACCESSWIRE / December 31, 2021 / GEE Group Inc. (NYSE American: JOB) (“The Company” or “GEE Group”), a provider of professional staffing services and human resources solutions, today announced that it will hold an investor update conference call on Tuesday, January 4 2022 at 10 a.m. EST to review and discuss its 30, 2021 fiscal year end and fourth quarter results; and, provide an update on the Company’s activities for the current quarter and outlook for fiscal 2022. The comments prepared by the Company will be published on its website www.geegroup.com prior to the call.

Web conferencing information

The conference call will be webcast, and to view and / or listen via the internet on a mobile device or computer, pre-register by clicking on the link to the webcast and follow the instructions. The link for the webcast is:

https://event.webcasts.com/starthere.jsp?ei=1521934&tp_key=bd07601384

A confirmation email will be sent to each registrant.

Additional information will be provided regarding instructions to replay the conference call next week. In addition, the company plans to post an updated investor presentation on its website ahead of the conference call, which will include its financial results for the fourth quarter and fiscal year ended September 30, 2021 and other relevant information on the activities of the GEE group.

About the GEE group

GEE Group Inc. is a specialist staffing solutions provider and successor to the employment agencies doing business since 1893. The Company operates in two lines of business, providing professional staffing services and solutions in the areas of technology. Information, Engineering, Finance and Accounting and Business Services Staffing Services through the names of Access Data Consulting, Agile Resources, Ashley Ellis, General Employment, Omni-One, Paladin Consulting and Triad. In addition, in the healthcare sector, GEE Group, through its Scribe Solutions brand, employs medical scribes who assist physicians in hospital emergency departments and in medical practices by providing the required documentation for them. patient care as part of electronic medical records (EMRs). In addition, the Company provides contract and direct professional staff recruitment services through the following SNI brands: Accounting Now®, SNI Technology®, Legal Now®, SNI Financial®, Staffing Now®, SNI Energy® and SNI Certes.

Safe Harbor Forward-Looking Statements

In addition to historical information, this press release contains statements relating to possible future events and / or future results (including results of business operations, certain projections, future financial position, pro forma financial information and trends. and business outlook) which are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Act of 1934, as amended (the “Exchange Act “), and the Private Securities Litigation Reform Act of 1995 and are subject to the” safe harbor “created by these sections. Statements made in this press release that are not strictly historical facts are forward-looking statements that are predictive in nature and depend on or refer to future events. These forward-looking statements often contain, or are preceded by, words such as “will”, “may”, “plans”, “expects”, “anticipates”, “projects”, “predict”, “pro forma” , “estimates”, “aims”, “believes”, “hopes”, “potential”, “intends”, “suggests”, “appears”, “seeks” or variations of these words or words and Similar expressions. Forward-looking statements are not guarantees of future performance, are based on certain assumptions and are subject to various known risks and uncertainties, many of which are beyond the control of the Company and cannot be predicted or quantified. Due to these and other factors, the actual results of the Company may differ materially from those expressed or implied by these forward-looking statements.

The international pandemic, the “Novel Coronavirus” (“COVID” -19), has been damaging and continues to negatively impact and disrupt the Company’s business operations. The health epidemic has had a significant negative effect on the global economy, employment in general, including the lack of demand for company services, which is exacerbated by “quarantines”, “work at home. distance ”,“ shutdowns ”and“ quarantines ”run by government and customers. social distancing. ”While the incidences of COVID-19 have generally declined since its initial outbreak, there continue to be signs of the virus, including the emergence of variants of the original strain. guarantees that conditions will continue to improve and could worsen and have an additional negative impact on the GEE Group. Certain other factors which could cause the actual results of the Company to differ materially from those of forward-looking statements include, without be limited to: (i) the loss, default or bankruptcy of one or more customers; (ii) changes in general economic conditions, regional, national or international; (iii) an act of war or terrorism, industrial accidents or a breach of computer security that disrupts business; (iv) changes in law and regulations; (v) the effect of debts and other claims made against the So society, including non-repayment of debt or failure to meet lender’s commitments, including lack of liquidity to support business operations and inability to refinance debt, failure to obtain necessary financing or inability to access capital markets and / or obtain other sources of capital; (vi) changes in the size and nature of the Company’s competition; (vii) the loss of one or more key executives; (viii) increased credit risk on the part of customers; (ix) failure of the Company to grow internally or through acquisitions or failure to successfully integrate acquisitions; (x) the inability of the Company to improve its operating margins and to achieve cost savings and economies of scale; (xi) the Company’s inability to attract, hire and retain quality recruiters, account managers and salespeople; (xii) the Company’s inability to recruit qualified candidates to supply its clients as temporary contract or full-time workers; (xiii) the negative impact of geopolitical events, government mandates, natural disasters or health crises, force majeure events, global pandemics (such as “COVID-19” mentioned above) or other rapidly spreading viral and non-viral diseases; and other factors set out under “Forward-Looking Statements” in the Company’s annual reports on Form 10-K, its quarterly reports on Form 10-Q and in other documents filed by the Company with the Securities and Exchange Commission (SEC).

More detailed information about the Company and the risk factors that may affect the realization of forward-looking statements are set out in the Company’s filings with the SEC. Investors and security holders are urged to read these documents free of charge on the SEC’s website at http://www.sec.gov. The Company has no obligation (and expressly disclaims any obligation to) and does not intend to publicly update, revise or modify its forward-looking statements, whether as a result of new information, future events or otherwise.

Contact:
GEE Group inc.
Kim thorpe
904.512.7504
invest@genp.com

THE SOURCE: GEE Group inc.

See the source version on accesswire.com:
https://www.accesswire.com/680460/GEE-Group-to-Hold-Investor-Update-Conference-Call-to-Discuss-Recent-Earnings-Report-and-2022-Outlook


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UK and emerging markets left behind in ‘whole rally’ https://hledam.biz/uk-and-emerging-markets-left-behind-in-whole-rally/ Thu, 30 Dec 2021 05:01:32 +0000 https://hledam.biz/uk-and-emerging-markets-left-behind-in-whole-rally/ The so-called rally of everything sparked by massive fiscal and monetary stimulus has left some major markets behind while some previous winners have sagged recently, leaving investors with a more complicated investment landscape in 2022. Since March 2020, governments and central banks have rolled out multibillion-dollar support programs to mitigate the economic impact of the […]]]>

The so-called rally of everything sparked by massive fiscal and monetary stimulus has left some major markets behind while some previous winners have sagged recently, leaving investors with a more complicated investment landscape in 2022.

Since March 2020, governments and central banks have rolled out multibillion-dollar support programs to mitigate the economic impact of the pandemic. This fostered a strong rally and a record return for financial markets, which has been so broad that some analysts and investors have called it “any rally.”

The MSCI All-Country World Index of global equity markets is now on track for its third consecutive year of double-digit returns – its first hat-trick in at least two decades.

Still, some asset classes and entire markets remained significantly more subdued, with UK and emerging equities standing out as those that largely missed the party. At the same time, as central banks prepare to relax some of their stimulus measures to ease inflationary pressures, a number of once-buoyant sectors have taken a turn for the worse in recent weeks.

“The ‘whole rally’ is a myth, it’s a misconception,” said Nikesh Patel, head of investment strategy at Kempen Capital Management. “The clues go up but it hides a lot of things underneath. There are a lot of ships sinking right now.

An MSCI gauge that tracks UK stocks has risen around 13% this year in US dollar terms, behind the 17% gain for the index provider’s broad All-World barometer and the 26% rise for the US benchmark as of December 28.

It is not a new phenomenon. Over the past decade, the MSCI UK Index has gained only 11 percent in dollars, far less than the 69 percent gain for the MSCI Europe gauge. The MSCI US Index rose 287 percent during this period.

Including dividends – a major component of UK stock market returns – they have beaten European equities this year, but still generated less than half of MSCI Europe’s total return of over 130% over the past 10 years. last years.

Although investors have increased their allocation to the UK slightly over the past month, according to Bank of America’s latest survey of fund managers, it remains by far the most hated market, for reasons ranging from Brexit to the scarcity of fast growing tech stocks in the UK. .

Yet even the most devious “value stocks” in less prestigious industries are now trading at a discount in the UK, said Robert Buckland, global head of equity strategy at Citi. “The UK has become a kind of aerial stock market,” he added. “If I’m a global fund manager and feel nervous about US stocks because they’ve done so well and look expensive, I’ll take a plane to JFK and fly to Frankfurt or Hong Kong. “

Equity markets in developing countries have also collapsed in recent times despite the favorable environment and the resurgence in commodity prices, and have now suffered a dismal decade.

The MSCI Emerging Markets Index started 2021 in good shape, climbing more than 10% in the first two months of the year, but has since been dragged down by Beijing’s regulatory crackdown on several major industries, hurting many actions which now constitute a large part of the benchmark. At the end of December, the index had fallen by 5% in 2021, reducing its 10-year gain to 34%, even below the modest appreciation of the British FTSE 350 gauge.

In commodities, the big loser has been an asset that many investors might have expected to benefit from the overactive policy of the central bank and the acceleration of inflation: gold. The price of a troy ounce of the precious metal has fallen by around 4% this year.

Even in superficially endemic markets like the United States, some regions have either failed to benefit from the recovery or have fallen apart in recent months as central banks prepare to tighten monetary policy.

By mid-December, nearly a third of Nasdaq Composite shares had lost more than 50% from their 200-day high, according to Société Générale. Meanwhile, just five stocks – Apple, Microsoft, Nvidia, Tesla and Alphabet – have contributed more than half of the S&P 500’s returns since April, according to Goldman Sachs.

Analysts say the potential return of unloved markets depends on whether or not inflation continues to be high and how central banks react. Few see a return for the UK, but some believe emerging markets now look attractive.

JPMorgan stock analysts believe emerging market equities will return 18% in 2022 thanks to a combination of growing corporate earnings and fears of an intensification and extension of China’s regulatory crackdown. Many investors agree. BofA’s survey of fund managers indicated that emerging market equities are expected to produce the best returns in the coming year.

Yet the combination of still robust economic growth, above-normal inflation and stubbornly low interest rates means stocks overall are still the best bet overall, according to chief strategist Wei Li. investments at the BlackRock Investment Institute.

“We expect next year to be another year of high for equities and one year of low for fixed income,” she said.


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GuidePath Absolute Return Allocation Fund buys ProShares Investment Grade-Hedged Rate, … https://hledam.biz/guidepath-absolute-return-allocation-fund-buys-proshares-investment-grade-hedged-rate/ Tue, 28 Dec 2021 07:48:21 +0000 https://hledam.biz/guidepath-absolute-return-allocation-fund-buys-proshares-investment-grade-hedged-rate/ The investment company GuidePath Absolute Return Allocation Fund (Current Portfolio) buys ProShares Investment Grade-Interest Rate Hedged, iShares Interest Rate Hedged Corporate Bond ETF, sells Vanguard Mortgage-Backed Securities ETF, SPDR Bloomberg High Yield Bond ETF during the quarter ended in Q3 2021. according to the most recent documents from the investment company, GuidePath Absolute Return Allocation […]]]>

The investment company GuidePath Absolute Return Allocation Fund (Current Portfolio) buys ProShares Investment Grade-Interest Rate Hedged, iShares Interest Rate Hedged Corporate Bond ETF, sells Vanguard Mortgage-Backed Securities ETF, SPDR Bloomberg High Yield Bond ETF during the quarter ended in Q3 2021. according to the most recent documents from the investment company, GuidePath Absolute Return Allocation Fund. As of Q3 2021, GuidePath Absolute Return Allocation Fund owns 16 shares with a total value of $ 118 million. These are the details of buying and selling.

  • Added positions: IGGH, LQDH, SCHO, BIL, IEMG,

  • Reduced positions: VMBS, JNK, VOO, DBA, DBB, DBE, VEA,

For details on purchases and sales of shares of GuidePath Absolute Return Allocation Fund,
go to https://www.gurufocus.com/guru/guidepath+absolute+return+allocation+fund/current-portfolio/portfolio

Here are the 5 main holdings of GuidePath Absolute Return Allocation

  1. Vanguard Emerging Markets Government Bond ETF (VWOB) – 336,086 stocks, 22.26% of total portfolio. Shares reduced by 0.32%

  2. ProShares Investment Grade-Interest Rate Hedged (IGHG) – 326,617 shares, 20.89% of the total portfolio. 32.87% added shares

  3. Vanguard Mortgage-Backed Securities ETF (VMBS) – 313,116 stocks, 14.11% of total portfolio. Shares reduced by 42%

  4. ETF Xtrackers USD High Yield Corporate Bond (HYLB) – 363,227 shares, 12.31% of the total portfolio. 0.97% added shares

  5. Schwab Short-Term US Treasury (SCHO) ETF – 217,624 stocks, 9.42% of total portfolio. 2.29% added shares

Addition: ProShares Investment Grade-Interest Hedged (IGHG)

The GuidePath Absolute Return Allocation Fund was added to a position in ProShares Investment Grade-Interest Rate Hedged of 32.87%. Purchase prices ranged from $ 74.44 to $ 75.95, with an estimated average price of $ 74.99. The stock is now trading at around $ 74.570,000. The impact on a portfolio of this purchase is 5.17%. The holding was 326,617 shares as of 09/30/2021.

Addition: iShares Interest Rate Hedged Corporate Bond ETF (LQDH)

GuidePath Absolute Return Allocation Fund increased a stake in iShares Interest Rate Hedged Corporate Bond ETF by 408.93%. Purchase prices ranged from $ 94.68 to $ 96.53, with an estimated average price of $ 95.36. The stock is now trading at around $ 95.940000. The impact on a portfolio of this purchase is 3.81%. The holding was 58,527 shares as of 09/30/2021.

Here is the complete portfolio of GuidePath Absolute Return Allocation Fund. Also check out:

1. Undervalued shares of GuidePath Absolute Return Allocation

2. The fastest growing companies in GuidePath Absolute Return Allocation Fund, and

3. High Yield Equities of GuidePath Absolute Return Allocation Fund

4. Shares that GuidePath Absolute Return Allocation Fund continues to purchase This article first appeared on GuruFocus.


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Facilitate foreign investments through the International Financial Services Center https://hledam.biz/facilitate-foreign-investments-through-the-international-financial-services-center/ Sun, 26 Dec 2021 16:46:45 +0000 https://hledam.biz/facilitate-foreign-investments-through-the-international-financial-services-center/ For years, India has received the majority of its foreign investment from tax havens such as Mauritius, Singapore, Dubai, Cyprus and the Cayman Islands. These jurisdictions provide an excellent regulatory, tax and legal framework and protection for investors and fund managers to set up and operate private equity / venture capital funds (“offshore funds”). The […]]]>

For years, India has received the majority of its foreign investment from tax havens such as Mauritius, Singapore, Dubai, Cyprus and the Cayman Islands. These jurisdictions provide an excellent regulatory, tax and legal framework and protection for investors and fund managers to set up and operate private equity / venture capital funds (“offshore funds”).

The clarity of the fiscal and regulatory landscape, coupled with the availability of financial sector infrastructure (strong capital markets, intermediaries), experienced professionals and excellent social infrastructure have made these jurisdictions preferred by investors and managers. of funds.

In contrast, in India, the perception of “fiscal terrorism” and uncertainties over the government’s views on various tax issues have kept foreign investors at bay. These sentiments were reinforced by the Vodafone saga in the case of indirect transfers.

Amid the allotted limits, India’s private equity and venture capital fund industry has remained positive and has gained a solid foundation over the decade. India’s registered private equity / venture capital (“AIF”) alternative investment funds have grown from 121 in 2014 to 816 in 2021 since the start of the year, with a significant increase in funds raised.

The growth of the domestic fund industry could be largely attributed to the vibrant financial sector and investment professionals, entrepreneurship, as well as the strong start-up ecosystem and India, the ‘one of the largest markets in the world and the gradual opening up of the foreign direct investment (“FDI”) sectors by the government.

However, the increase in FDI did not peak proportionally with direct pooling in India. The majority of AIFs are not yet directly mutualized in India, but special purpose vehicles / offshore funds.

Provide substantial clarity

The Indian government has, over the years, responded to the demands of the domestic AIF industry and introduced various tax and regulatory reforms providing substantial clarity regarding operations and tax implications for the national fund as well as foreign investors.

Some of the important reforms include the introduction of full tax transmission for domestic AIFs, allowing the pooling of funds from foreign investors on the automatic route, the treatment of pooled capital as a domestic investment under the Indian exchange control regulations and various regulatory reforms. for domestic AIFs.

However, despite all these efforts, FDI has eluded India due to certain limitations inherent in Indian tax and regulatory laws, mainly because India is unable to offer the flexibility of operations, investments and tax laws to compete with some of the financial centers and tax havens.

The introduction and establishment of the International Financial Services Center (‘IFSC’) in 2015 was envisioned as the answer to some of the above questions. With the IFSC, the Indian government has adopted the continent-hinterland model to develop a world-class financial services hub in India to compete with financial centers and offshore fund jurisdictions around the world. Almost six years after the IFSC began, after a slow start, a series of reforms in the recent past have helped the IFSC find a place in the comparative charts with offshore fund jurisdictions around the world.

Reforms and flexibility

Tax reforms include exemption for non-residents from obtaining a Permanent Account Number (PAN) or filing a tax return in India, clarification of taxation based on received in respect of the transfer of funds in IFSC making overseas investments, tax holidays for fund management companies, IFSC portfolio investments by funds benefiting from REIT taxation.

Regulatory reforms include the flexibility of co-investments, leverage, relaxation of investment diversification standards, and the ability for residents to sponsor funds registered as foreign portfolio investors (REITs). ) in the IFSC.

The proposed introduction of the open-ended company structure will allow funds incorporated within the IFSC to benefit from a flexibility comparable to that of any other competent jurisdiction.

In addition, the recent controversy around the applicability of the GST to performance fees to fund managers also has no impact on AIFs set up in IFSCs as there is a full exemption for fund management activities. management of funds domiciled in IFSC under the GST. In addition, tax havens such as Mauritius and Cayman which enter the FATF gray list give India more credibility and attractiveness as an offshore fund jurisdiction.

However, some pitfalls remain. India has ended bilateral investment agreements with 58 countries which are yet to be negotiated and revised.

In addition, Indian investors are largely limited and flexible to participate in the funds set up in the IFSC due to the current restrictions under India’s exit regulations, in particular the liberalized transfer regime and the problems of going. -return. The response from many development finance institutions (DFIs) has been timid to date.

There is a need for an IFSC authority to engage with foreign institutional investors, including DFIs, directly informing them about the IFSC, its products, benefits, credibility, addressing their concerns and inviting them to invest in India and abroad through the IFSC. based funds.

The author is a partner of Bhuta Shah & Co LLP


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6 ways to fix financial problems before the end of the year https://hledam.biz/6-ways-to-fix-financial-problems-before-the-end-of-the-year/ Wed, 22 Dec 2021 18:17:31 +0000 https://hledam.biz/6-ways-to-fix-financial-problems-before-the-end-of-the-year/ The Select editorial team works independently to review financial products and write articles that our readers will find useful. We may receive a commission when you click on product links from our affiliate partners. The New Year is just around the corner, which means it might be time to start thinking about how you think […]]]>

The Select editorial team works independently to review financial products and write articles that our readers will find useful. We may receive a commission when you click on product links from our affiliate partners.

The New Year is just around the corner, which means it might be time to start thinking about how you think about your finances next year. But before you can do that, you might want to think about wrapping up some details of this year’s financial activities. Doing this now can get you off to a good start towards your goals in January.

So Select asked Brittney Castro, a Certified Financial Planner, to share some tips that will help you prepare financially for 2022. Here’s what she suggested.

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1. Examine how your budget went last year and adjust it for the new year.

2. Automate your investments and savings

3. Check where you are with your 401 (k) account

4. Create a plan on how you will recover from your vacation expenses.

5. Be clear about how your debt (including your student loans) fits into your financial life.

Debt sounds like a scary word because it seems to imply something negative. While there are many ways to use debt in a positive way, for most people, debt is a drag on their finances. Completely paying off just one form of debt can free up money that you can redirect to your other financial goals, like save for a house or invest more. And the debt problem gets even worse if you don’t even know how much you owe.

“A lot of times people are afraid to look at these numbers,” Castro explained. “But you have to be prepared to overcome these emotions.”

According to Castro, sometimes we attach feelings of shame or guilt to our debt, which can make it much more difficult to manage. However, we need to get over these feelings to start making impactful changes. Just take a look at your debt balance to get started. If you use Experian, you’ll be able to view debt balances for every line of credit you have, including all of your credit cards, car loans, student loans, and more.

Once you know how much you owe, you can figure out the best way to start paying it off. Many people use the snowball method where they focus on aggressively paying off debt with the lowest balance first while making only the minimum payment on their other debts. It helps them pay off an account faster, which gives them a sense of accomplishment and motivation to keep going.

But one form of debt that has come to your mind lately is your student loan debt, as payments will resume next year. However, President Biden announced on December 22, 2021 that the pause on student loan repayments will be extended until May 1, 2022. The transition to payments again may leave some people feeling a bit under financial pressure, but Castro note that it is always important to plan for this reintroduction as well.

This could mean making a decision on where you might need to cut your budget to incorporate payment (read our tips for making student loan repayment easier for more suggestions).

6. Make a commitment to improve your financial literacy

Editorial note: Any opinions, analysis, criticism or recommendations expressed in this article are the sole responsibility of the editorial staff of Select and have not been reviewed, endorsed or otherwise approved by any third party.



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Li-Cycle (NYSE: LICY) demoted for sale at Zacks Investment Research https://hledam.biz/li-cycle-nyse-licy-demoted-for-sale-at-zacks-investment-research/ Tue, 21 Dec 2021 07:01:41 +0000 https://hledam.biz/li-cycle-nyse-licy-demoted-for-sale-at-zacks-investment-research/ Li-Cycle (NYSE: LICY) was downgraded by Zacks Investment Research from a “hold” rating to a “sell” rating in a research note released Tuesday, Zacks.com reports. According to Zacks, “Li-Cycle Holdings Corp. is involved in lithium-ion battery resource recovery and lithium-ion battery recycling primarily in North America. Li-Cycle Holdings Corp., formerly known as Peridot Acquisition Corp., […]]]>

Li-Cycle (NYSE: LICY) was downgraded by Zacks Investment Research from a “hold” rating to a “sell” rating in a research note released Tuesday, Zacks.com reports.

According to Zacks, “Li-Cycle Holdings Corp. is involved in lithium-ion battery resource recovery and lithium-ion battery recycling primarily in North America. Li-Cycle Holdings Corp., formerly known as Peridot Acquisition Corp., is based in TORONTO. “

Other equity research analysts have also recently published research reports on the company. Chardan Capital assumed coverage of Li-Cycle in a report on Tuesday, November 23. They set a “buy” rating and a price target of $ 17.00 for the company. Wedbush kicked off coverage on Li-Cycle in a research note on Monday, September 20. They issued an “outperformance” rating and a price target of $ 14.00 for the company. Piper Sandler provided coverage on Li-Cycle in a research report on Friday, November 12. They set an “overweight” rating and a target price of $ 18.00 for the stock. BMO Capital Markets launched a cover on Li-Cycle in a research report on Thursday, September 9. They set an “outperformance” rating and a price target of $ 13.00 for the stock. Finally, Citigroup provided coverage on Li-Cycle in a report on Monday, October 18. They set a “buy” rating and a price target of $ 15.00 on the stock. One investment analyst rated the stock with a sell rating, another assigned a conservation rating, and eight assigned a buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $ 14.78.

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Li-Cycle stock opened at $ 9.45 on Tuesday. The company has a 50-day simple moving average of $ 12.10. Li-Cycle has a 12 month low of $ 7.69 and a 12 month high of $ 15.74. The company has a current ratio of 0.69, a quick ratio of 0.62, and a debt ratio of 4.17.

A number of hedge funds and other institutional investors have recently changed their holdings to LICY. FNY Investment Advisers LLC purchased a new position in Li-Cycle in the third quarter valued at approximately $ 156,000. DNB Asset Management AS bought a new position in Li-Cycle in the 3rd quarter valued at $ 1,543,000. NEXT Financial Group Inc purchased a new position in Li-Cycle in Q3 valued at $ 398,000. Stratos Wealth Partners LTD. purchased a new position in Li-Cycle in Q3 valued at $ 119,000. Finally, Harel Insurance Investments & Financial Services Ltd. acquired a new stake in Li-Cycle during the 3rd quarter for a value of approximately $ 351,000.

Li-Cycle Company Profile

Peridot Acquisition Corp. is a blank check company. It was formed for the purpose of merger, exchange of capital, acquisition of assets, purchase of shares, reorganization or similar business combination with one or more companies. Peridot Acquisition Corp. is based in Houston, Texas.

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Get a Free Copy of Zacks’ Li-Cycle Research Report (LICY)

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Analyst Recommendations for Li-Cycle (NYSE: LICY)

This instant news alert was powered by storytelling technology and financial data from MarketBeat to provide readers with the fastest, most accurate reports. This story was reviewed by the MarketBeat editorial team before publication. Please send any questions or comments about this story to [email protected]

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