Hints and tips:
...Additional reporting by Gill Plimmer in London and Samer Al-Atrush in Riyadh....
...Stefanie Drews, the head of Japan’s Nikko Asset Management, reflects on her career path and on the sector’s future working patterns....
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
...They have also been helped by the growth of the private equity industry, which over the past three decades has grown from a niche corner of the financial services sector to a near $13tn asset class....
...The FT reported last fall that Marc Nachmann, head of a recently merged asset and wealth management division, has seen his power inside the bank rise significantly....
...Bertrand et al then examined the impact of acquisitions due to benchmark inclusions....
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...And for all the flaws of the current approach to equity and inclusion, Edmans et al say it does seem to be bearing some fruit: the average DEI score from their calculations has risen from 4.1 out of 5 in...
...Shrinking valuations of growth companies in private markets is taking a toll on employees who take a significant amount of their compensation in equity, and the companies that lend against staff equity stakes...
...The International Finance Corporation, a sister organisation of the World Bank, has said that impact investment assets could eventually reach $26tn....
...The Baltimore-based group has reached $1.61tn in assets under management (making it a top 20 player globally) largely through organic growth — shunning the route of so-called transformational mergers and...
...Surely Zuck et al can make money — serious money — out of messaging software with two billion users. I disagree on the Metaverse, though. It is not “free”....
...Most recently, Goldman Sachs Asset Management said it would be voting against nominating committee members at companies where there are not two diverse candidates on the board....
...In November last year, a quartet of new Star Market ETFs from China Asset Management, E Fund Management, Huatai-PineBridge Fund Management and ICBC Credit Suisse Asset Management were listed on the Shanghai...
...“From the outset he wanted to use the military in project management and as a tool for large infrastructure projects....
...Find the event agenda here, which features sessions with speakers from top banks, law firms, corporations, hedge funds, private equity groups and the DD team....
...the V-shaped recovery in the coming months across and within assets”....
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...al), which improves SONG’s negotiating position. . . . . uh, great?...
...[R]elative to global equity market capitalisations, investors have allocated just 3% of their assets to gold....
...Apollo Global Management....
...Back in 2010, Andrew Bogan et al explained how this sort of (effective naked) short selling creates a type of rehypothecation effect where the very same shares appear to be owned by many multiples of owners...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
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