Paul Lisiak Discusses Metropolitan Partners Group's Investment Approach at S2GSummit

Robert Cohen, CFA, Director of Global Developed Credit at DoubleLine Capital, discusses the continued growth of AI-related investment, evolving opportunities across credit markets, and how investors are positioning portfolios in today’s market environment. [12239]

In the news: 3 Things to Keep in Mind If You Want to Build a Sustainable Investment Portfolio: It is easy to get caught up in short-term market moves, but you really need to think long-term. http://dlvr.it/TSLzWZ Join: Lexgateway.com #SustainableInvesting #InvestmentPortfolio #LongTermInvestment #FinancialLiteracy #EcoFriendlyInvesting

Private equity is getting more intentional about where it puts capital in the built environment — and FMI's Jayson Post has a front-row seat to those shifts. From the electrical value chain to how deal structures are changing, this Q&A covers a lot of ground worth reading.

🎥 ICYMI from the 31st Annual Sohn New York Investment Conference: David Einhorn, President of Greenlight Capital. One of the most anticipated session of the day. 5 names. Each one a different setup. A taste of what's inside: ▪️ Acadia Healthcare (ACHC). Trading at 8x EBITDA. The board rehired the CEO who tripled the stock last time. If occupancy comes back, the math works on its own. ▪️ Centene (CNC). Coming off a terrible 2025, but it's the largest player and it's going to survive. Margins fell from 3%+ to 1%. As the book reprices, David sees a path from $54 to $84-$101. ▪️ Fluor (FLR). Datacenters, LNG, nuclear, copper. Trading at 8.7x EBITDA while peers trade 11x-22x. The legacy fixed-cost deals are nearly done. Now they're buying back 20% of the float. ▪️ Versant Media Group (VSNT). 19% FCF yield. 4.2x EBITDA. The market is pricing it like a melting ice cube. David thinks it's something else entirely. ▪️ Victoria's Secret (VSCO). New management. The fashion show is back. Base case +74%. Bull case +119%. Hearing David walk through 5 names in 1 session is something you watch live. The framing, the conviction, the way he sequences the argument. None of it translates to a recap. Stop scrolling. Watch it: https://lnkd.in/e3mxuDbf #SohnConference #IraSohn #ValueInvesting #Greenlight

Most cross-border investment decisions are discussed as if they begin with opportunity. In practice, they begin much earlier, in how an investor is positioned before capital ever moves. Migration strategy, when properly understood, is not a post-investment consideration. It is the framework that shapes how capital is deployed, how flexibility is preserved, and how long-term exposure is managed across jurisdictions. This is particularly relevant when looking at emerging markets, where structure, interpretation, and timing often matter as much as the opportunity itself. The difference between reactive and sophisticated investment thinking is rarely about access. It is about sequence. . . #InvestmentMigration #PrivateClientsAdvisory #CrossBorderInvestment #WealthStructuring #GlobalMobility #LegalStrategy #EmergingMarkets #AfricaInvestment

Quantitative investment strategies are emerging as core building blocks within portable alpha frameworks. https://lnkd.in/guayhdtv Insights by Dylan O'Connell, Premialab, Thomas Ciszewski, Ellerston Capital. Reporting by Charles Ayitey.

Growth. Rates. Valuations - Johanna Kyrklund shared her thoughts on cutting through political noise at the Morningstar Conference yesterday. For more on our multi-asset thoughts on the subject, follow this link to Joven Lee, CFA's article - Managing the unmanageable: a long-term approach to geopolitical risk (https://lnkd.in/er2qyAj6)

BGO's Head of U.S., Jonathan Epstein, recently sat down with Connect CRE to discuss long-term investment strategy, the evolution of our platform across sectors and geographies, and the importance of aligning capital with enduring market themes. As markets continue to evolve, strategic discipline, operational excellence, and long-term value creation remains central to how we invest and grow. Read all about it here: https://lnkd.in/e74MSktG

So where are we on growth, rates and valuations? We’ve reduced our GDP forecast for 2026 from 2.9% to 2.5% reflecting the likelihood of high oil prices but still don’t see recession. Meanwhile, trends in the technology sector are still a source of opportunity. With regard to rates, the combination of still positive growth and higher inflation means that central banks are, at best on hold. This means that the contraction in PE multiples (and de-rating across asset classes more broadly) we have seen this year is probably warranted as discount rates are higher than was previously expected. For now earnings momentum is still supportive of equities but keep a close eye on those bond yields (rather than daily gyrations in the oil price).

Growth. Rates. Valuations. Johanna Kyrklund, Group CIO at Schroders, shares the key takeaways from her panel at the Morningstar Investment Conference yesterday with William Andrew MCSI , and what this could mean for financial advisers navigating today’s investment landscape. #MICUK #Schroders #ActiveEdge #MultiAsset