Latest news with #Brahim
CNBC
18-06-2025
- Business
- CNBC
Financial advisors are turning to this asset class for diversification and stability as uncertainty rocks markets
Alternative investments are gaining traction among financial advisors who are seeking diversification just as rising geopolitical tensions and shaky tariff policy rattle stocks. A survey of nearly 200 financial planners by the Financial Planning Association and the Journal of Financial Planning from March 23 to May 4 found that while these investments aren't in widespread use among advisors, they've seen significant growth compared to last year. More than 17% of the advisors are incorporating such options into their practice, nearly double from last year, the poll found. Some 23% are using individually traded real estate investment trusts, up from 14.9% in 2024. More advisors also embraced private debt, with about 19% of participants saying they're turning to this asset class, compared to 12.5% last year. The results arrive as investors grapple with an S & P 500 that's up just 2% this year, and volatile movements in Treasury yields, as well as escalating conflict between Israel and Iran. "This use of alternatives as an asset class is a natural evolution in the process of bringing greater diversification and greater consistency of portfolio performance as a whole," said Paul Brahim, certified financial planner and managing director at Wealth Enhancement Group in Pittsburgh. He is also the 2025 president of the Financial Planning Association. An evolution of the 60/40 allocation How advisors implement alternatives in their practices will vary, but they tend to see it as a complement to investors' asset allocation – rather than a complete overhaul of the split between stocks and bonds. Brahim said that the 60/40 model that's typically split between stocks and bonds has evolved to include exposure to domestic and foreign assets, a range of market capitalizations, different flavors of fixed income and now alternative investments. Jon Ulin, CFP and managing principal at Ulin & Co. Wealth Management in Boca Raton, Fla., said that his practice has transitioned from a 60/40 allocation to a 50/30/20. The 20% portion is split among structured notes to offer downside protection and income, as well as private credit, private equity, real estate and commodity ETFs. "We aren't reinventing the wheel, but instead we're trying to smooth out people's results," he said. Key considerations for investors hoping to dip a toe into alternatives include correlations in price performance versus other asset classes and strategies, the use of leverage — which can magnify gains and losses — access to liquidity and fees, Brahim said. "The objective of alternatives is to reduce overall portfolio volatility to create more consistency in returns so that we get better compounding," he said. Access through ETFs Esoteric products like structured notes and private credit may not be easy for individual investors to access, but retail investors can tap into alternatives through exchange traded funds. "If you've never done alts before, the best way is to use the ETFs that are within the scope," said Shana Sissel, founder of Banrion Capital Management. Her firm, based in Glenview, Ill., provides financial advisors with a platform for incorporating alternative investments into their practices. Sissel said that in a hypothetical situation, an individual with a $1 million portfolio might earmark $800,000 to a 60/40 strategy and direct the remaining $200,000 into alternatives. She likes ETFs that are "hedge fund like," calling out AGF U.S. Market Neutral Anti-Beta Fund (BTAL) and the Clough Hedged Equity ETF (CBLS) . When strategies incorporate options, she prefers that they be focused on hedging market risk, rather than providing income. .SPX BTAL 1Y mountain The S & P 500 versus the AGF U.S. Market Neutral Anti-Beta Fund (BTAL) in the past 12 months BTAL aims to provide negative beta exposure to U.S. stocks – meaning, it strives to move in the opposite direction of the market. In 2022, BTAL did just that, rising around 20% while the S & P 500 tumbled more than 19%. This year, with the broad market up a mere 2%, BTAL is off about 1%. CBLS holds a portfolio of long and short positions and seeks to minimize volatility. The fund lost more than 11% in 2022's tumult, but it's up more than 8% this year. Pricing will vary for these strategies: CBLS's total annual fund operating expenses add up to 1.90%, while BTAL's fees weigh in at 0.45%. "I want to look at the strategy and how it correlates to fixed income and equities," Sissel added. "These strategies could be doing different things, but the role they play is as a diversifier."
Daily Mirror
17-06-2025
- Sport
- Daily Mirror
Arsenal target second Real Madrid star after huge Rodrygo transfer offers emerge
Arsenal are keen on signing Rodrygo from Real Madrid this summer but they have alternatives in mind if a deal for the exciting Brazil international cannot be achieved Arsenal have identified Brahim Diaz as an alternative target to Rodrygo if they are unsuccessful in their bid to lure the Real Madrid forward to the Emirates this summer. The Gunners are seeking quality additions to their forward line and want to add a left-sided forward as well as a top No.9. Rodrygo, 24, has quickly emerged as a top target amid uncertainty over his future at the Bernabeu alongside other names, such as a long-term target in Nico Williams. While Arsenal are keen on the idea of adding Rodrygo to their ranks, the noises coming out of Spain suggest that the player is leaning towards staying put. But a new report from Fichajes claims that Brahim, 25, is seen as a 'smart' alternative to Rodrygo who would also likely be available for a more reasonable price than the former Santos man. It's said that Arsenal would be prepared to offer as much as €50million (£42.6m) to bring the versatile forward to north London. While it remains to be seen if Brahim would be open to a Premier League switch, there are other suitors lurking, too. Bayer Leverkusen, now coached by Erik ten Hag, are also interested in the Morocco international. Rival transfer interest could also impact their ability to lure Rodrygo to The Emirates, with the same outlet claiming that Al-Nassr and Al-Hilal have laid down monstrous €130m (£110.8m) offers for the Brazil star. While it remains to be seen if Rodrygo would be open to moving to Saudi Arabia, Real Madrid could struggle to turn down such sums for a player who had fallen out of favour under Carlo Ancelotti. For Rodrygo's part, he is seemingly willing to try and re-establish himself under the club's new head coach, Xabi Alonso. Marca even reported last week that Rodrygo was 'back on track' after holding early talks with Alonso, with the forward even sharing a selection of training images on his social media account alongside the caption "happy". Arsenal are also avid admirers of Williams, but financing the deal for the Athletic Bilbao star would be costly. Crucially, he, too, has admirers and is said to have transfer talks with Barcelona in recent days over a potential cross La Liga switch.
Morocco World
16-06-2025
- Sport
- Morocco World
Real Madrid Close to Securing New Deal for Brahim Diaz
Rabat – Morocco's international star Brahim Diaz is expected to stay with Real Madrid as part of a potential new agreement. Transfer expert Fabrizio Romano announced the news today, noting that Real Madrid is closing in on a new deal for Diaz. 'It's almost done,' he said , adding that negotiations for an agreement are already at the 'advanced stages.' 'Brahim wants to stay, and the formal agreement will be sealed soon. Next ones to extend: Brahim and Thibaut Courtois,' the analyst concluded. Converging reports and fans have been concerned that Real Madrid could find a new home for Diaz, especially after the arrival of Argentina's wonderkid Franco Mastantuono. Real Madrid's coach Xabi Alonso, however, has stressed that Diaz is staying. Sports news outlet Madrid-Barcelona said Alonso 'picked up the phone, and he called Brahim to make it clear that he wants him in his project. He wants him on his team, as part of the new Real Madrid that he's building from the ground up, and that gesture, that personal interest, hasn't gone unnoticed by the player.' This season, Diaz played 31 games in La Liga, during which he scored four goals. In the UEFA Champions League, he took part in the tournament 11 times,producing two goals. Tags: Brahim DiazReal Madrid
Yahoo
14-06-2025
- Entertainment
- Yahoo
🪄 The best of Mastantuono, Real Madrid's new star
🪄 The best of Mastantuono, Real Madrid's new star Taking advantage of the official announcement yesterday afternoon, Real Madrid wanted to give a gift to its fans. The official account of the white club published a video with the highlights of their new star. Advertisement The Argentine, only 17 years old, is a special player as can be seen in the video posted by the club's account. What do you expect from Mastantuono in his first year with the white team? Will he be able to fight for minutes against Brahim, Arda Güler, and Rodrygo? He certainly doesn't lack talent... This article was translated into English by Artificial Intelligence. You can read the original version in 🇪🇸 here. 📸 ALEJANDRO PAGNI - AFP or licensors
Yahoo
07-05-2025
- Business
- Yahoo
Arsenal set sights on signing €45 million-rated Real Madrid winger
According to Fichajes, Arsenal have set their sights firmly on Real Madrid's Brahim Diaz as a top target to reinforce their attack ahead of the 2025/26 season. The outlet mentions that Mikel Arteta is pushing to bring in the Moroccan playmaker, believing he could be the answer to several lingering issues in Arsenal's front line, most notably on the left flank, where Gabriel Martinelli's inconsistency has become a concern. Advertisement In that regard, Brahim has emerged as a prime candidate not only to compete with Martinelli but also to provide depth across the attacking midfield and wing positions. Mikel Arteta is a fan It is believed that Arteta sees him as a valuable asset capable of rotating with Bukayo Saka on the right or stepping in as an advanced midfielder to support Martin Odegaard. Given the intense schedule of a club competing across domestic and European competitions, such versatility is crucial. Arsenal are interested in Brahim Diaz. (Photo by) The admiration for Brahim in north London isn't new. Arsenal's interest dates back to his early days, and now, with the 25-year-old facing limited opportunities at the Santiago Bernabeu, the Gunners are ready to act. Limited opportunities at Real Madrid Despite showing his class when called upon, Brahim has been unable to secure a regular starting role due to Real Madrid's abundance of attacking talent. Advertisement The emergence of Arda Guler and the potential return of Nico Paz will only added to the competition. With Kylian Mbappe and Vinicius Jr. already booking the frontline, Brahim's chances of playing meaningful minutes may shrink even further. As a result, Real Madrid are open to selling him if a suitable offer arrives. That scenario gives Arsenal a golden opportunity to pounce. Negotiations will likely hinge on Madrid's valuation and Arsenal's willingness to meet it. But all signs suggest the Premier League side are ready to move decisively. *Player valuation in title obtained from on the date of publication.
