Ashwin Mohan’s Post

Navigating the Stock Market Before Election Results: Strategies for Retail Investors With the General Election results around the corner, investors are speculating about the stock market's next move. At Arthgyaan, we explore three strategies you can consider for your portfolio in this critical period. 1. Do Nothing: The simplest yet hardest choice, especially for those glued to market news. Stick to your investment plan. Post-election, rebalance if a significant market move impacts your asset allocation. 2. Buy More: Driven by Fear of Missing Out (FOMO)? Ensure you have a solid reason for holding excess cash and don’t touch your emergency fund or take loans to invest. If reallocating from debt, ensure it aligns with your overall asset allocation. 3. Sell Now, Buy Later: Timing the market sounds lucrative but is fraught with challenges. Predicting the exact fall and re-entry points is nearly impossible. Additionally, consider the capital gains tax implications. Key Considerations: - Impact of Predictions: A correct prediction yields profits, but a wrong one incurs losses that could have been avoided by staying invested. - Market Timing Risks: The probability of getting the direction, timing, and magnitude of market moves right is low. - Capital Allocation: Adjust your trade volume based on confidence in your prediction. Should You Time the Market? Academic research suggests that retail investors should avoid market timing due to the high risk of erroneous decisions. Instead, maintain a disciplined investment strategy aligned with your financial goals. 🎯 Read the article to learn more: https://lnkd.in/gXwmPgHU 👉 If you liked this post, please repost and forward it to your groups so that it reaches more people. For more such personal finance knowledge, please join our WhatsApp community (fully private, no spam) by clicking the link below 👇 https://lnkd.in/dtzCHbt6

So listed investment trust discounts are wide and valuations look cheap. Where does that leave Venture Capital Trusts where most other than 5 AIM VCTs are PE focused. Cheap? and with 30% income tax relief providing tax relieved leverage into their targeted 5% dividend streams?

In the run-up to the UK election, there is a palpable sense of optimism amongst business leaders. Consumers remain somewhat cautious, but there’s been a pick-up in corporate lending and a flurry of takeovers. We are also seeing more activity in the UK capital markets, with a number of successful placings and IPOs. Is this the turning point for the UK economy we've been waiting for? Cazenove Capital’s Kate Leppard finds out more from Schroders’ UK equity experts Sue Noffke and Jean R.: https://okt.to/EYWt8u When investing, your capital is at risk. #UKMarketTrends #Election2024 #WealthManagement

Stabilizing inflation, lower chances of recession, and solid GDP growth indicate a positive outlook for private equity M&A in 2024. Despite this newfound optimism, major headwinds such as tighter regulatory scrutiny and the upcoming US presidential election are anticipated to bring new levels of uncertainty in deal closures. And, not just in the USA context. Download #KPMG’s latest paper to learn where and how #PE leaders are planning to make deals to drive #value creation: https://ow.ly/318150QWCvz #MandA #PrivateEquity #KPMGInsight Andrew Thompson Stephen Bates

With the potential for rate cuts and this year being an election year, small and mid-cap companies tend to perform better than the S&P 500 on average. Another reason why it's important to know what you own with regards to diversification of assets.

🎥 Check out our Chief Investment Officer, Mihir Vora in a special video where he talks about upcoming elections, key sectors for 2024, and TRUST Mutual Fund's equity strategy. Don't miss this insightful discussion! Watch here. #InvestmentTalks #2024Outlook 🚀TRUST Mutual Fund

Is the additional £5k ‘British ISA’ allowance enough to drive flows into UK equities? This month, John Monaghan was joined by Hugh Yarrow (Evenlode Investment), Neil Veitch, CFA (River Global Investors) and Scott McKenzie (Amati Global Investors) for a panel on UK Equities, answering: 👉 Following the recent budget, have there been any announcements that surprised you? 👉 What are your expectations for the general election? 👉 Are there any areas where there are concerns over valuations? Watch the full discussion: https://loom.ly/XWh28Fg #SquareMileResearch #UKEquities

With the recession that many predicted not coming to fruition and inflation rates slowly decreasing, dealmakers are now looking forward to rate cuts that could potentially boost private equity investments. Check out this insightful article from KPMG on the outlook for private equity investments in the coming years. #privateequity #investing #dealmakers #economy #KPMG

A good column on three potential options for the government in rebooting 'natural demand' in UK equity markets. I'm a particular fan of rewinding the clock on ISAs and re-introducing a quid pro quo: when PEPs (the predecessors to ISAs) were first launched in the 1980s, half of the assets had to be invested in UK securities to qualify. This qualifying threshold was widened to EU securities and then dropped altogether. With other investment tax breaks like EIS and AIM stocks we apply a nationality threshold, so why not ISAs?

Here are our thoughts on possible Private Equity trends for the year ahead.