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CEO projects share of sales will double as companies integrate technology into operations
...Castlelake would sit in Brookfield’s recently formed credit unit, which also houses a controlling interest in Oaktree Capital Management....
...Fraser told investors last month that the wealth management business “isn’t where it needs to be”....
...“Wealth management should be boring,” says Kearney. “It is about grinding out returns, year after year.”...
...Maga Inc, a pro-Trump super Pac, has booked just $6.5mn....
...The milestone signals that pressure is falling on the fund, called Blackstone Real Estate Income Trust (Breit), after a dash for redemptions over fears about real estate valuations caused Blackstone to limit...
...Whenever there’s a study that dunks on active portfolio management, we’ll be here to cut and paste. Today’s active management dunk comes from Morningstar....
Jump in flows that began in February suggests region has overcome its traditional reluctance to invest in arms
...Dell’s family office, DFO Management, has agreed to provide the first outside capital to 5C Investment Partners....
...Roaring equity markets and the popularity of a new spot bitcoin exchange traded fund powered BlackRock to record assets under management of $10.5tn and net income that rose by more than one-third....
...Anyway, here’s the lowdown on asset management for this week. You’ll be back in Harriet’s capable (and tanned) hands next time....
...Activist investor Sparta Capital Management is calling on London-listed engineer Wood Group to consider a US listing to address the “continued underperformance of its shares”....
...At the end of March, assets under management in European ETFs stood at €1.81tn, up 10 per cent on the previous quarter....
...US hedge fund Elliott Management has instead been on a buying spree, betting that the market has grown too pessimistic over potential losses....
Passive beneficiaries, aggressive margins
...It’s amazing to think quite how recently private capital management was a pretty-much-nothing industry. Back in 2003, the entire sector’s AUM was less than $500bn....
...He or she has to be kept happy because of the money they bring in, but nobody in their right mind would put someone like this in a management role....
...Fundsmith’s assets under management dropped from £28.9bn at the end of December 2021 to £23.7bn two years later....
...Investors pumped $65.6bn into active ETFs in the three months to the end of March — more than 50 per cent higher than the previous record of $41bn in the fourth quarter of 2023 — as assets under management...
...We’ll examine Rishi Sunak’s new dash for oil and gas....
...There’s a tipping point beyond which the dash to cash becomes self-reinforcing....
...It’s full of heavy hitters who were there to see the blow-up in the basis trade, or the arbitrage between Treasury cash and futures markets, during the dash for cash in early 2020....
...Deals that use borrowed money to boost investors’ returns have drawn growing scrutiny from global regulators over the past few years, after the early pandemic “dash for cash” exposed the potential for shocks...
...Liontrust’s fortunes illustrate how M&A is not a panacea for the challenges facing the fund management industry....
...This post is mostly a severe case of financial media navel-gazing, with a dash of weird Norwegianess [wow so out of character — ed]....
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