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...Leahy said that in recent years CD&R had “never really been able to do a consumer deal”, adding: “They’ve all been retail deals and also we’ve never really done a leisure or consumer services deal.”...
...Bain has continued to pick up work advising on the restructuring of existing portfolio companies....
...Mortier said a weaker jobs market would sap consumer demand, putting pressure on corporate margins as companies lowered prices to compete for market share. “The US consumer is exhausted,” he said....
...Financials, consumer staples and energy are favoured in value strategies,” he said....
...HSBC will take over Citigroup’s China consumer wealth portfolio to accelerate its expansion there. The Asia-focused lender has made the right move....
...The Financial Conduct Authority, the UK regulator, has increased its scrutiny of the charges well-heeled savers pay to access wealth services....
...“There remains some hardware headwinds, which may give us a read on the overall consumer right now,” said David Wagner, portfolio manager at Aptus Capital Advisors....
...The retail report underscores one complexity of this cycle: the unstable balance of goods and services spending. As we noted last month, the goods-back-towards-services rebalancing may well be over....
...We have a 70 per cent service-sector economy. Historically, there’s only been 13 quarters of negative growth in 100 years of the service sector....
...A version of this article was first published on November 1 by Nikkei Asia. ©2023 Nikkei Inc....
...Even good companies can be turkeys in your portfolio if you pay too much. The author is a former fund manager...
...Founded in 2001 by Chase Coleman, a protégé of billionaire investor Julian Robertson, Tiger Global started out as a stockpicking hedge fund....
...“There remains some hardware headwinds, which may give us a read on the overall consumer right now.”...
...So-called “software as a service” businesses such as Klaviyo tend to offer public-market investors more predictable revenues, as customers pay a monthly subscription, than consumer-facing companies like...
...These fixed-income products differ from typical corporate debt, and include mortgages, car loans, consumer lending and home improvement loans....
...Apple, on the other hand, is a super-high-margin business selling high-end devices and services to consumers. It deploys most of its massive free cash flow paying dividends and buying back shares....
...Financial services provider Navi and consumer goods brand Mamaearth have already received regulators’ approval to go public....
...Capital One has been increasing its provisions for credit losses as the economy slows and inflation nips at the heels of consumers....
...The slow progress in cloud gaming to date, which has included Google’s decision to shut its ambitious Stadia cloud gaming service earlier this year, has left serious questions over whether or when consumers...
...The agency, founded in 1956, was the first African-American full-service advertising agency....
...Service to existing buildings was not affected by the legislation....
...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.”...
...This seems to be true for both consumers and corporations....
...Back in 2019, three of the largest US regional banks successfully lobbied regulators to ease their capital requirements by excluding paper losses on their investment portfolios....
...A version of this article was first published by Nikkei Asia on May 25 2023. ©2023 Nikkei Inc. All rights reserved....
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