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...Its portfolio of private company bets also was marked down. Tiger’s long positions gained about 50 per cent in 2023, but its overall portfolio only rose about half that much....
...That’s the case even as they start to face pressure to sell some portfolio companies to return capital to their backers....
...A strong Chinese recovery could also challenge the recent performance dominance of US equities, either directly or indirectly via Japanese or European assets....
...“We would acknowledge that this is not going to be some sort of a V-shaped recovery. There are going to be plenty of troubled deals in the market,” added Gray....
...The New York-based firm has just raised $17.3bn, the largest fund in its 57-year history, joining a handful of established players such as Clayton, Dubilier & Rice, GTCR, CVC Capital Partners and TA Associates...
...Théo Maret is an associate at Global Sovereign Advisory and writes a sovereign debt newsletter....
...The Wells Fargo Investment Institute has five hot ideas for your portfolio this year....
...That’s what we missed: how the policy response to the regional banking crisis stabilised the banking system, which allowed a pretty sharp V-shaped recovery....
...Holdings of UK-listed companies by British pension and insurance funds have plunged from about half of their portfolios to 4 per cent over the past two decades, according to data from Ondra....
...Those who carry wounds from previous recovery battles with Argentina have expressed scepticism....
...Many such funds have profited as the easing of coronavirus lockdowns and continued central bank stimulus have pushed riskier financial markets higher....
...“It’s black and white,” said a Millennium portfolio manager. “You know the rules of the game....
...Voyager intends to pursue recovery from 3AC and is in discussions with the Company’s advisors regarding the legal remedies available....
...Aside from Li Qiang, Xi is expected to appoint new heads to the government’s main financial agencies and regulators, including the People’s Bank of China....
...Karniol-Tambour argues it is hard to have more US dominance in investment portfolios than what already exists....
...With too much hidden leverage around, the central bank should wait to see if the punch bowl has been sufficiently drained....
...Investors had pulled some €30bn from his team’s funds during the panic, but loyal clients were rewarded by the recovery the following year....
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...“It will be very difficult for Japan to achieve a V-shaped recovery in the number of new births,” he said, arguing that the most optimistic scenario might be maintaining the 2022 level or a little higher...
...Job moves Credit Suisse has appointed Deutsche Bank’s Dixit Joshi as chief financial officer and Bank of Ireland CEO Francesca McDonagh will be appointed chief operating officer....
...“It is, to me, a glaring market mispricing,” said Rebecca Patterson, head of investment strategy at Bridgewater Associates....
...After the initial Covid crash in markets and in the economy, investors focused on what shape the recovery would take. Would it be V-shaped, with a rapid pick-up from the depths?...
...China Merchants Bank, the country’s third-largest lender by market value, announced the sudden removal of its president Tian Huiyu, per Nikkei Asia....
...Gabriele Foà, a portfolio manager at Algebris Investments, said conditions for the corporate bond market were likely to improve further....
...The Bank of England has its role to play....
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