Q4 2024 Market Review Webinar
ebi’s Quarter Four 2024 Market Review webinar features insights from ebi’s Jonathan Griffiths, CFA and Debbie Holmes. The webinar includes a macroeconomic overview, an asset class, factor and portfolio review and ebi’s latest news.
Key Highlights:
ebi news: Successful rebalance for Earth portfolio suite and ebi continues its award success.
Macroeconomic update: Including UK interest rates and budget analysis, US election review including Trump’s potential policy platform, and a look at why China’s 10-year bond yields have been falling.
Asset class, factor and portfolio review: Regional equity market and fixed income performance. Factor performance over Q4 (Small Cap, Quality, Momentum, Minimum Volatility and Value). ebi’s Vantage Earth and Vantage Core Portfolio performance.
More Information – Quarter Four 2024 market review
• For more information on Debbie and Jonathan, please visit our Meet the Team page here.
• ebi’s portfolio suites: ebi’s portfolio suites are designed to meet a wide range of investor needs, including global diversification, factor-tilting, ESG-screening, and low capital risk investment strategies.
• ebi’s adviser driven technology: ebi’s technology stack facilitates meaningful conversations between advisers and their clients. Explaining the often counter-intuitive world of investing.
• Factor Investing: Factor based investing is an investment approach that involves targeting quantifiable characteristics, or ‘factors’, that can explain differences in stock returns.
• ebi’s series of Trump blogs – ‘Trump’s election win’ and ‘Trump incoming’.
• ebi Awards: November saw ebi named ‘Best Portfolio Management Software Provider‘ at The Institutional Asset Manager Awards and in December ebi rounded off the year with ‘Best Turnkey Asset Management Provider – UK 2024’ by FDI Insider.