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...SSGA said these “phase 2” corporate engagement requirements had gone too far....
...Lloyds’ total lending fell £1.2bn to £448.5bn in the first quarter, with its mortgage balance shrinking by £1.6bn. The group however flagged a rise in mortgage applications in the first quarter....
...“Levels of default remain stable and at low levels across the portfolio despite inflationary pressures and the higher interest rate environment,” the bank wrote....
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...“South Africa as a country may feel it’s losing a national champion to an international foe,” said Dawid Heyl, a portfolio manager at Cape Town-based asset manager Ninety One, which holds more than 2 per...
...“But the main saving would be through corporate general and administrative”. What are the hurdles to completion? Bankers say Anglo’s complex history and sprawling portfolio make any deal fraught....
...BHP dropped its primary listing in London in 2022, which simplified its corporate structure to better prepare it for potential consolidation opportunities following divestment of its oil and gas business...
...Second, corporate investment in AI pays off, letting companies automate tedious processes and expand output. Lower mortgage rates create a big housing snapback....
...One good read British politicians learn to beg on email like Americans....
...The rise was chiefly driven by American bosses but, like a Hershey’s chocolate bar, the horror has crossed the Atlantic....
...Where that hits is in three portfolios: the auto portfolio, the home [mortgage] portfolio and the Treasury portfolio. The real value of all those portfolios will go up....
...Christian Hantel, portfolio manager at Vontobel Asset Management, said his team had been allocating more credit exposure towards Europe this year, funded partly by cash generated from the sale of US corporate...
...In other words, too-high interest rates can cause plenty of problems: Corporate debt strains, bank bond-portfolio losses, job losses, etc....
...Anglo American, which owns 79.2 per cent of Amplats, has singled out platinum group metals (PGMs) as one of the two commodities in its portfolio, along with diamonds, that has been struggling, contributing...
...North American private-credit funds have on aggregate called more capital from investors than they’ve distributed for several years now....
...But sponsor-to-sponsor deals have contracted at a faster pace than sales of portfolio companies to strategic corporate buyers. Remember that five-to-seven-year term debt that keeps the tempo?...
...Corporate earnings are up, on strong GDP growth, but prices for stocks — not to mention bitcoin, gold and much else — have been rising even faster....
...The former rugby lawyer shaking up the world of private credit Paul Weightman is no stranger to high-profile corporate scraps....
...Since 1975, the Home Mortgage Disclosure Act has required banks to report mortgage lending by race and ethnicity, and the Consumer Financial Protection Bureau recently issued a rule that requires lenders...
...Through rising corporate interest income. As with households, corporate cash hoards now generate meaningful returns. Let’s take these in order....
...Portfolio managers might also use cash or exchange traded futures “to manage the impact of misalignment”, the board added....
...Every firm above Nestlé is American. And some of the very largest of these US companies have terrible governance. The dual-share structures of the likes of Meta and Alphabet laugh in our faces....
...Elliott, which manages about $65bn in assets and is known for its aggressive approach to corporate and sovereign debt restructuring, had built a position in the heavily-indebted water company’s bonds at...
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