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...Its bear-case scenarios have shown themselves to be overly optimistic.”...
...The number of big specialist insurers listed in London has dwindled with the acquisitions of groups such as Catlin, Amlin and Novae over the past decade....
...The move follows deals in which big asset managers, including Ares, Franklin Templeton and PGIM, have increased exposure to the secondaries markets....
...The committee that oversees the consolidated tape has begun meeting, according to two sources, to examine the issues involved in shifting to 24-hour trading — including who should bear the costs....
...Its largest holdings included Alphabet, Canadian National Railway, Visa, General Electric and rating agency Moody’s as at the end of September, according to a regulatory filing....
...The deal allowed Credit Suisse to cut its holdings of such assets from $75bn to $20bn. Apollo rebranded the business as Atlas....
...TPG sold a controlling stake in the talent agency CAA to Artémis, the holding company of the Pinault family, at a $7bn valuation....
...The numbers bear that out. According to S&P Global, in the first nine months of 2023 global private equity investments had an aggregate value of $365.3bn, a decline of 44 per cent year over year....
...The historical return on capital on some of them is not great, so that will bear some looking into. And yes, sceptics, I still think Meta looks reasonably priced after its big year....
...With Labour holding a big lead in opinion polls over the Conservatives ahead of the general election expected later this year, any change of view by the main opposition party could be problematic for the...
...He describes Publicis as “shifting from a holding company to a tech platform”, which will “radically change” how it operates its advertising business....
...account, just 17 per cent of funds outperform over ten years: Active managers did best relative to passives during the China-led stock market sell-off in 2015-16, the 2021 everything rally, and the 2018 bear...
...Workforce ‘aged with the infrastructure’ Back in the 1970s, Critchlow said, the nuclear and natural gas industries “required a big workforce that aged with the infrastructure”....
...Even the nationalised model that Keir Starmer’s Labour party has proposed, should it win the next general election, bears a closer relationship to the approach Major imagined than that of British Rail....
...The second chart shows the share price of Hawaiian Holdings — the parent of Hawaiian Airlines....
...Koenigsberger added that investors in emerging markets should emulate allocators in developed markets and build up their private market holdings....
...Barclays’ valuation is among the cheapest of any big global bank....
...It is a big positive for the market,” said Ikeda....
...“Now the most likely outcome is they will shut down the US, and all the American investors in ByteDance will bear the losses,” Li said....
...Events can cement or derail elections, which is important to bear in mind this week with a couple of headline news diary happenings....
...“It will become even more a game for the big, big boys, because you need to have firepower in order to buy....
...Chase Coleman’s Tiger Global has built a big stake in private equity group Apollo Global as the hedge fund looks outside of the technology investments that have been its mainstay in recent years in a hunt...
...“It could be a big drag to overall performance,” warned one executive. “People are going to start to feel tight,” predicted the buyout firm executive....
...Five unmissable stories this week Jim Chanos, one of Wall Street’s most prominent bears, is closing his main short-focused hedge funds after more than three decades....
...Several big holdings for ARKK, such as Zoom and Block, have been down this year, offsetting stronger performance by the likes of Coinbase and Roku....
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