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...Anglo American, one of the few miners to build a copper mine in recent years, offers growth in the red metal, buried amid its South African iron ore and platinum assets....
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...He prefers value stocks, which could benefit as we “return to a more normal inflation and interest rate environment”, and said financials are the largest position in his portfolios....
...But the appeal of the asset class has been hit by higher interest rates....
...The obvious question is whether unpicking the unbundling will come soon enough to rekindle some interest in smaller listed stocks, and the answer is . . . well, we’ll see....
...As asset prices and interest rates rise, windfalls have become harder to achieve....
...There are very stringent conditions on when these dividends are allowed to be paid, as listed in a section of around 100 pages in the security package. You might ask why the bond hasn’t been paid....
...a group of assets that need some care and attention, which, in our view, offer limited upside at this point....
...The company may push back, arguing that its collection should not be treated like any other asset, and cite the wider benefit to Japan of its maintaining a fabulous museum....
...For instance, many investors in private assets — and in this case the water sector regulator, Ofwat, too — rely on the “capital asset pricing model” (CAPM) to estimate a cost of capital and the value of...
...European listed companies have about one-third of their assets in the US, up from 18 per cent a decade ago. In contrast, the march of investment towards China has largely halted....
...Global’s digital assets research lab....
...Last week, the Nikkei 225 climbed past its all-time high after a 34-year wait, vindicating a decade-long reform effort by Japan which included the introduction of a “name and shame” regime by the Tokyo exchange...
...In any case, the prospects for mobilising Russia’s assets for Ukraine’s benefit without confiscation need to receive widespread and detailed attention. How would it work?...
...But in fintech, the benefits are becoming plain to see....
...Another draw was that EQT and Bridgepoint had listed using a model in which top executives did not disclose how much money they made in carried interest....
...The US private equity giant believes it has a right to buy the music portfolio, and as a part owner of the asset manager, is incentivised to do so....
...It is now effectively a UK-listed vehicle for holding crypto assets, including bitcoin and ethereum....
...Are you clear about the actual benefits you receive from the regime, or hope to receive in the future? Where are your assets and business interests?...
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...In this scenario, any additional funding for a British ISA would likely come at the expense of flows into other investment products, resulting in no net benefit to investment platform flows....
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...All of this may call for a wider rethinking of the nature of risk in financial markets. Economists and actuaries have long referred to sovereign bonds as “safe” assets that deliver a risk-free return....
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