Hints and tips:
...On a conference call with analysts in January, Gray said Breit had “weathered the storm” in real estate markets, but he warned that Blackstone did not expect to see a “V-sharped recovery” in property values...
...“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....
...“We will continue to see loan portfolios transact, potentially more so than at any other time since 2008,” predicted Ari Rastegar, who heads an eponymous real estate investment group....
...Investment performance across Carlyle’s funds was solid and the group sits on $5.6bn in net balance sheet assets, including nearly $4bn of performance fees it would be paid if all of its investments were...
...Brooke Masters is the FT’s US investment and industry editor American Midnight: A Great War, a Violent Peace and Democracy’s Forgotten Crisis by Adam Hochschild, Mariner Books $29.99, 432 pages...
...Additional reporting by Brooke Masters and James Fontanella-Khan in New York and Arash Massoudi in London...
...Net flows to US long-term mutual funds have been negative for seven of the past eight years, according to the Investment Company Institute....
...Not all of Sammons’s investments have been smooth sailing....
...Additional reporting by Brooke Masters and Harriet AgnewPhotographs: Dreamstime/Getty Images/Reuters/Paul Bergen/Redferns...
...Brooke Masters argues companies had better start getting used to activism on a wider range of issues....
...Brooke Masters says Apple remains dug in for a long war. 2....
...Carlyle had experienced an “economic rebound in China [that] has been very V-shaped”, he told a Morgan Stanley investor conference last month, although progress in the US and Europe would come in fits and...
...Linklaters has recruited Brad Caswell as partner in the law firm’s investment funds division. He joins the New York office from Schulte Roth & Zabel....
...Even with the impact of Covid-19, consultancy PwC estimated Japan-focused investment funds will raise more than $5bn this year, which would be the highest amount since 2006....
...Idexx said in October that the animal health market had experienced a “V-shaped recovery”....
...has focused disproportionately on fossil fuels Lex: Technological obsolescence: they think it’s all over Predicting the death of old technologies is seldom simple — as the vinyl LP renaissance shows...
...But the tobacco industry has an opportunity to work with regulators, Brooke Masters writes....
...(WSJ) Deposits v data Some regulators have called for a Glass-Steagall equivalent for data to tackle privacy issues, forcing technology companies to separate the parts of their business that operate platforms...
...Evercore v Lazard: the boutique turf war Boutique investment bank results are streaming in, and with two of the biggest advisory shops posting their annual figures, we thought it might be a good time to...
...Additional spending should focus on areas where more investment will have to happen anyway, such as the NHS, infrastructure, adult social care and removal of freezes and caps on welfare spending....
...The talks put him in the same room as Hu Bing, an adviser to CIC who now co-heads the Russia-China Investment Fund, which was founded by CIC and the Russia Direct Investment Fund in 2012....
...“We have entered into [memorandums of understanding] with various commercial banks to the tune of around Rs100bn,” said V Rama Manohara Rao, APCRDA special commissioner....
...Mr Macron, a former investment banker at Rothschild and economy minister under the last French government, will contest the final run off against far-right candidate Marine Le Pen....
...Elliott v Arconic: Round 2 The nastiest proxy fight of the season concluded on Monday. Or did it?...
International Edition