
FINSUM
A New Solution for Capital Allocation
Sommelier is a unique new start-up that is automizing DeFi portfolio, and it just got a huge influx in funding. Sommelier raised $23 million in their series A led by Polychain Capital. Sommelier is a software company that has developed tools to automate liquidity management without the typical middleman. The DeFi is shaping the financial world in a way traditional finance can’t and using software to enact strategies that develop and test capital allocation. Sommelier is already giving liquidity providers tools to optimize placement and concentration in liquidity pools and this further funding will add to their to the kit they have for liquidity providers.
FINSUM: This is a big step in liquid automation, and will improve the efficiency in the crypto DeFi world.
ESG is on the Verge of Bubbling Over
Environmental, social, and governance investing drew in almost $35 trillion last year and that number is expected to grow another 42% by 2025, and while those dollars might be better for the environment the large inflows from unseasoned investors are pushing ESG into a price bubble. Large inflows are can disregarding traditional financial discipline which can affect debt/equity ratios, dividends, and distort valuations for future mergers and acquisitions. New companies in the onset of their financial growth are already being evaluated at 15 times revenue, on top of that investments in the traditional sector are suffering as outflows continue this could cause supply shortages and further inflation. Continued inflows into ESG could swell the bubble further and risk a collapse.
FINSUM: ESG could be swelling into risky territory, investors should be cautious particularly with retirement vehicles.
Fixed Income—Preparing for the Big Shift
The fixed income (FI) portfolios of institutional investors are evolving rapidly. Investment strategists around the globe are noting that, in the search for yield, many investors are...see more on our partner's site
Why Access to Private Equity May be a Gamechanger for Next-Gen Investors
We’re in the middle of the largest generational wealth transfer of all time. The Baby Boomers, previously the largest living generation, are expected to pass down roughly $68 trillion over the next 25 years to the Millennials...see more on our partner's site
What is Hedged Equity?
Hedged equity is an increasingly popular term in investing. But what exactly is hedged equity? How can you use hedged equity in a portfolio? What are examples of hedge equity strategies?...see more on our partner's site