📆 Beware of 2024

Arm's getting ready for the big day | 2024 could be the year from hell | [Finimize](   TOGETHER WITH   Hi {NAME}, here's what you need to know for September 5th in 3:08 minutes.   🧂 Finimized while searching for a long-lost shaker of salt in Margaritaville (☀️ 26°C/78°F) Today's big stories - British chip designer Arm is looking to time its market launch perfectly - Here's how to find a gem among megatrend ETFs – [Read Now]( - Gloomy pundits predicted that economies will feel the heat next year Arm’s Flexing [Arm’s Flexing] What’s going on here? British chip design firm Arm is reaching for a valuation somewhere between $50 and $55 billion, according to recent news. What does this mean? The market for initial public offerings (IPOs) has been dead as a dodo recently, so the upcoming listing of semiconductor mega-firm Arm is hotly anticipated. And the price – or the valuation – is just the start. Whether the newly listed shares pop or drop depends on other things too. Timing, for example, is a biggie. If Arm's Japanese owner SoftBank floats it at just the right time, when investors are bullish on all things semiconductors, then the stock could start moving at full sail. But if the company misses that tide, then Arm's maiden voyage could see it stuck in relatively shallow waters. Why should I care? Zooming in: Let’s talk numbers. If Arm does clock up a valuation between $50 and $55 billion, it’d be worth roughly 19 times its recently disclosed annual revenue. To put that into perspective, that kind of figure’s in the same ballpark as AI wunderkind Nvidia. And working out if that’s a bargain or not depends almost entirely on whether Arm’s poised for an AI-centric future. Up to now, Arm’s chip designs have been the backbone of standard semiconductors in phones and computers – but they’ve not been weaved into the AI-powering tech. Naturally, then, Arm’s gearing up to argue that a change is on the horizon. For markets: Titillating the titans. If you’re thinking of snagging some Arm shares post-listing, then you’ll probably find yourself in good company. Remember, Nvidia once tried to buy Arm lock, stock, and barrel from SoftBank – and while regulatory hurdles ultimately thwarted that deal, it still revealed Nvidia’s keen interest. Now, with the IPO in sight, it looks as though other tech behemoths like Apple and AMD might be mulling over a piece of the Arm pie too. You might also like: [Three AI chip plays that are cheaper than ASML and Nvidia.]( Copy to share story: [/british-chip-designer-arm-is-looking-to-time-its-market-launch-perfectly]( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Arm’s Flexing&utm_campaign=daily-global-05-09-2023&utm_source=email) Analyst Take How To Find The Best ETF For Your Investing Theme [How To Find The Best ETF For Your Investing Theme]( [Photo of Reda Farran] Reda Farran, Analyst Everyone knows that a flash-in-the-pan investment can deliver some hot returns, but get in at the wrong time and it can leave you [badly burned](. That’s why [thematic investing]( – investing in long-term trends that can change entire industries – is becoming more and more popular. Problem is, with so many thematic ETFs to choose from, it’s also becoming increasingly difficult to tell [the good from the bad](. So that’s today’s Insight: [how to find a gem among all those megatrend funds.]( [Read or listen to the Insight here]( SPONSORED BY JITTA This isn’t your grandad’s value investing strategy Fundamental investment strategies are still around for a reason: they can work, and well. But that’s not to say they can’t be freshened up a little. [Jitta](’s rethinking value investing, condensing fundamental stock analysis into [clean charts, smart tools, and insightful summaries](. You can quickly [get to grips with over 30,000 global value stocks](, including plenty in far-flung markets, each [assessed, ranked, and summarized]( by Jitta’s reliable AI-powered algorithm. Just take the [Jitta Ranking]( tab for example: you’ll see key metrics of global stocks mapped out nice and clear, carefully scrutinized by an AI analytics tool that’s produced market-beating results. The best bit: you can [do all that for free]( with Jitta. [Find Out More]( When you support our sponsors, you support us. Thanks for that. The Snoring Twenties [The Snoring Twenties] What’s going on here? Economists now expect more sluggish growth in 2024, according to [Consensus Economics](. What does this mean? Economists, it seems, have a penchant for playing the party pooper. Despite central banks seemingly getting a handle on inflation and economies steadily progressing, a recent survey by the consulting firm Consensus Economics paints a less rosy picture. The naysaying pundits project the global economy to grow by a mere 2.1% next year, a dip from their earlier 2.4% estimate. All in all, then, it looks like 2024 might have more in its arsenal than just the Paris Olympics, [record temperatures](, and a no-holds-barred US presidential race… Why should I care? For markets: In this year’s shadow. The crux of the economists’ argument is that 2023 might outperform expectations, making it challenging for 2024 to match up. After all, this year’s robustness could prompt central banks to keep interest rates high, potentially slowing global economies next year. But before you start tearing up, let’s be frank: the risks are real, true, but economists have made a habit of being Debbie Downers lately – so you’d forgive some glass-half-full folk for taking these gloomy predictions with a grain of salt. The bigger picture: Stay alert. All jokes aside, cautious observers might have a point. For one, economies have held up far better than anyone expected, so it’s only natural to worry that this momentum can’t last. And while heightened interest rates haven’t wreaked much havoc yet – sorry, Silicon Valley Bank – the real impact might just be biding its time. Worrywarts will point out that it takes time for the pain from higher borrowing costs to filter through to the real economy: just ask nervous homeowners in countries where mortgage rates generally aren’t locked in long-term, who are already biting their nails about upcoming refinancing. You might also like: [Here’s why inequality is responsible for soaring US debt levels](. Copy to share story: [/gloomy-pundits-predicted-that-economies-will-feel-the-heat-next-year]( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=The Snoring Twenties&utm_campaign=daily-global-05-09-2023&utm_source=email) 🤝 Partner with us Finimize is much more than just this newsletter: we’re a full-blown [one-stop shop]( for engaging with [modern investors](. So whether you’re a fintech, founder, or just a fed-up exec, rest assured – we’ve got [the solutions]( you need. [Book A Demo]( 💬 Quote of the day "I either want less corruption or more chance to participate in it." – Ashleigh Brilliant (an English-born American author and cartoonist) [Tweet this]( SPONSORED BY MAGNIFI Artificial intelligence can analyze all of your different investment accounts, stat Today’s investing platforms are smart. Like, really smart. So we can’t blame you for holding [multiple accounts of different platforms](. After all, they’ve all got their own selling points, perks, discounts, gadgets, gizmos, and the rest. Thing is, checking in on all those spots will eat into your very important “me time”. But if you [link them all with Magnifi](, you can check on all of your holdings quickly, in one centralized spot. Magnifi’s artificial intelligence tools will even point out [your hidden risks](, any funds where you’re paying excess fees, and missed opportunities that can [make your whole portfolio work together]( as a slick unit. That means you can [keep tabs on all your trades across all your platforms](, without sacrificing time out on the town (or in front of the television). [Find Out More]( DisclaimerAdvisory services are offered through Magnifi LLC, an SEC Registered Investment Advisor. All investments involve risks, including possible loss of principal. All investments involve risks, including possible loss of principal. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Fees and expense ratios vary by holdings. Not all investors will have investments with high fees. See Terms and Conditions at magnifi.com Free trial offer available for new Magnifi members only. When you support our sponsors, you support us. Thanks for that. 🎯 On Our Radar 1. Siesta supremacy. A study reveals Europeans [sleep more efficiently]( than their Asian peers. 2. This decade is not like the last. Here's how to [make sure your strategy will keep up](.* 3. Time capsule tease. A 200-year-old 'time capsule' at West Point delivered an [empty surprise]( on live stream. 4. Time to take your first steps. Here's how to [get started on your investment journey](.* 5. Matches who don't match. In love, [opposites don't attract](. *Investing puts your capital at risk. When you support our sponsors, you support us. Thanks for that. 🌍 Finimize Live 🥳 Coming Up Soon... All events in UK time. 🙋‍♀️ [Ladies Investing Club](: 6.30pm, September 5th 🏠[Beginner's Guide To Building Wealth Through Real Estate](: 5pm, September 6th 📈 [Diversifying Your Portfolio With Real Estate](: 1pm, October 11th 🎉 [Modern Investor Summit 2023](: 12pm, December 5th and 6th ❤️ Share with a friend Thanks for reading {NAME}. If you liked today's brief, we'd love for you to share it with a friend. You stay classy, {NAME} 😉 We’d love to hear your thoughts. [Give feedback]( Want to advertise with us too? [Get in touch]( Image Credits: Image credits: Apple emoji | midjourney Preferences: [Update your email]( or [change preferences]( [View in browser]( [Unsubscribe]( from all Finimize Emails 😴 Crafted by Finimize Ltd. | 280 Bishopsgate, London, EC2M 4AG All content provided by Finimize Ltd. is for informational and educational purposes only and is not meant to represent trade or investment recommendations. You signed up to this mailing list at finimize.com or through one of our partners. © Finimize 2021 [View Online](