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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....
...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....
...“ESG equity propositions tend to be heavy in growth stocks, which begs the question of why they have not been able to benefit from the tailwind in terms of flows.”...
...“Is the biosimilar market a failure with respect to these pharmacy benefit drugs like Humira?...
...IBM’s decision to reinstate its defined benefit scheme makes good business sense — other companies should follow, she argues....
...Both sides can then benefit if investors put a premium on companies incorporated there....
...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”....
...The bank said last month it would cut jobs in its risk function, after management found it was a “blocker” to the transformation plan....
...But Cboe is tying itself into knots attempting to show that 0DTEs are some kind of sober risk management tool. They’re not. They’re lottery tickets on financial market outcomes....
...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....
...Renesas, which manufactures chips for automakers, would benefit from adding a range of digital tools to its portfolio....
...Dieter Helm of Oxford university has long argued it is too large for any one management team and should be broken up. Thames could pursue asset sales now....
...Anyway, here’s the lowdown on asset management for this week. You’ll be back in Harriet’s capable (and tanned) hands next time....
...“It’s important to remember that longer-term investors have received substantial benefit from this growing concentration as the largest stocks have powered higher over the past decade,” Geraci said....
...The agency alleged that the transaction could harm competition between Capri and Tapestry over employees, potentially threatening wages and workers’ benefits....
...Jean-François Manzoni, president of the International Institute for Management Development, says entry into the executive committee is usually when tensions are most starkly revealed....
...Investors seem keen to give Musk the benefit of the doubt....
...Morgan Stanley Investment Management has filed to adopt Vanguard’s exchange traded fund multi-share class structure, becoming the fifth in line to seek approval to do so....
...Ann Francke, chief executive of the Chartered Management Institute, says the videos can be a “wake-up call to leaders about potential management shortcomings”....
Passive beneficiaries, aggressive margins
...BlackRock has been the main beneficiary of the era of US spot bitcoin exchange traded funds — a move its presence helped to bring about — and has attracted nearly $19bn assets under management, according...
...US hedge fund Elliott Management has instead been on a buying spree, betting that the market has grown too pessimistic over potential losses....
...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....
...The FT’s management editor, Anjli Raval, wrote a brilliant column on the perils of professional loyalty....
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