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...“Trump is starting to enter the narrative as the US election approaches,” says John Roe, head of multi-asset funds at Legal & General Investment Management....
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...The US alternative asset manager has told investors it will wind down the Blackstone Diversified Multi-Strategy fund by the end of the year....
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...strategy....
...Meanwhile in Europe, strategists at Goldman Sachs have termed 11 stocks with strong balance sheets that are driving the markets as ‘GRANOLAS’: GSK, Roche, ASML, Nestlé, Novartis, Novo Nordisk, L’Oreal, LVMH...
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...These are all actionable proposals, but the key is that the executive branch builds a robust, multi-agency strategy to reduce the economic and national security risks associated with our competitors’ domination...
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...Sebastien Page, chief investment officer of T Rowe Price global multi-asset strategy, said: “It’s very simple — yields are much higher than they were and it just means you have higher expected returns.”...
...The collapse of Silicon Valley Bank and Credit Suisse sent shockwaves through the banking sector and has stoked fears that credit will become less available and more expensive....
...Generally conservative long-only fund managers are “playing hedge fund manager”, says Kelly....
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...“This has been a year to be in the bunker,” says John Bilton, head of global multi-asset strategy at JPMorgan Asset Management. Long-term US government bonds staged the biggest drop since 1788....
...L’Oréal....
...He reckons that multi-strategy hedge funds — the likes of Izzy Englander’s Millennium Management, Ken Griffin’s Citadel and Steve Cohen’s Point72 — should essentially be seen as a souped-up, better version...
...“When you are told that all repurchases are harmful to shareholders or to the country, or particularly beneficial to CEOs, you are listening to either an economic illiterate or a silver-tongued demagogue...
...I don’t know if those risks are going to pan out — but they’re in a pretty good position in terms of their approach and strategy — and on the execution — so far.”...
...Many of the government’s allegations are already known; charges that SBF secretly gave Alameda a massive credit line — $65bn — that allowed it “unlimited” access to customer funds....
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