James Dobson

Manufacturing companies could soon enjoy instant deductions for R&D costs. But be ready to track and report changes, like time invested and updates to Form 6765. 👇 Read more: https://okt.to/8znaN5 #ResearchAndDevelopment #taxcredit #Manufacturing

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Very smart usage of excess cash. Buying back stock with an earnings yield of 30 pct versus earning 4 pct on money market securities makes too much sense. Thanks for listening to your shareholders InMode! https://lnkd.in/gZuQa8dC

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The Cerulli paper points to the value of offline interactions to participants. In client data, we're not seeing heavy utilization of "offline" channels by managed account participants. https://lnkd.in/g2KhMxxT

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Here is the Mackenzie Ivy team's latest appearance on #theinvested. Thanks Matthew Schnurr for another great conversation. For over 30 years, the Mackenzie Ivy Team has established itself as one of the most time-tested defensive strategies, focusing on quality, long-term sustainability, and corporate culture. On this episode, Matt Moody, Portfolio Manager and Head of Mackenzie Ivy team, discusses the team’s approach to stock selection and portfolio construction and how they seek companies with competitive advantages, good growth prospects, and high returns on capital. Matt also explains how Ivy’s approach aligns with the goal of providing clients with a stable and reliable investment experience, even during volatile market environments. https://lnkd.in/eaZdEcxn

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Great to hear lessons learned from portfolio manager Mark Casey in this podcast episode. He reflected on how digitalization has transformed – and continues to shape – industries and shared how he’s learned to expand his peripheral vision. 🎧 Listen now wherever you get your podcasts: https://apple.co/4bOghQy Important disclosures: https://bit.ly/2JzEDWl #InvestingInsights #Podcast #Digitalization

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Great to hear lessons learned from portfolio manager Mark Casey in this podcast episode. He reflected on how digitalization has transformed – and continues to shape – industries and shared how he’s learned to expand his peripheral vision. 🎧 Listen now wherever you get your podcasts: https://apple.co/4bOghQy Important disclosures: https://bit.ly/2JzEDWl #InvestingInsights #Podcast #Digitalization

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Check out the Q2 2024 Business Cycle Update from my colleagues on Fidelity's Asset Allocation Research Team: https://bit.ly/4dgaMeP Many major economies, including the U.S., remained in the late-cycle expansion phase and registered hints of stabilization and even reacceleration in some areas. Expectations of monetary easing have contributed to improving global financial conditions, and worldwide manufacturing activity has firmed. China remained an outlier, as it continued to ease policy in hopes of reaccelerating from its growth slump.

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If you agree with Chestnut Advisory Group's view that demand for altnernatives continues to exceed supply, our Alternatives in Solutions webinar is well worth the listen. Brandon S. Dees from Morgan Stanley was one of three Chestnut Solutions Institue member experts discussing how they are tackling the opportunities and challenges of including alternatives in OCIO and other investment solutions products and services. Replay link below. #investmentsolutions #OCIO #assetmanagement #alternativeinvestments #institutionalinvesting #investmentconsulting

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The U.S. #equity market stands at a crossroads, with AI-driven giants having soared to unprecedented heights even as incoming macro data point to a more challenging economic backdrop down the road. This stark contrast sets the stage for a complex period ahead where innovation’s promises alone may struggle to power the overall stock market to repeated new highs. Read more in TCW's Mid-Year Equities Outlook:

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Looking forward to a robust Private Credit discussion on September 18th in Atlanta with Golub Capital's Ross Van der Linden. Please join the CFA Society Atlanta for this focused conversation as we take a deeper dive into key elements of Direct Lending and the impact on the Middle Market. Signup link below! #privateequity #privatecredit #finance #investors #management #mergersandacquisitions #assetmanagement #capitalmarkets #business #alternatives #middlemarket #directlending https://lnkd.in/ees-dtMS

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Capital Group has been in business for 93 years. Take a look at this price book from 1947—1951 that our #CorporateArchives team recently featured. You can see how the hand-written book, used to record the Investment Company of America strategy’s net asset value (NAV) twice a day, demonstrates an early commitment to an enduring legacy. It’s unique to work at a firm like Capital Group that places value on preserving historical evidence like this and bringing Capital Group’s rich story to life. Important disclosures: https://bit.ly/2JzEDWl

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The popular VC Secondary Series interviews have been compiled into a free book available at the Point Capital website. Expanding the series to now include PE Secondaries interviews. In this initial release, Mike Pugatch, a 20-year veteran at HarbourVest Partners, offers his knowledge and perspectives. Published on SecondaryLink. For a copy, DM with your email. “Ultimately, we are looking for opportunities that are in the heart of or at the front end of that strong value creation curve. The bulk of the return really comes from that go forward value creation. That is not to say that we don't like the discounts in the market, we certainly do where we can find them, but we consider ourselves to be more value oriented irrespective of whether that value shows up as an optical discount to NAV.” 👇 https://lnkd.in/gmrK8ifj

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