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...Castlelake would sit in Brookfield’s recently formed credit unit, which also houses a controlling interest in Oaktree Capital Management....
...Fraser told investors last month that the wealth management business “isn’t where it needs to be”....
...“Wealth management should be boring,” says Kearney. “It is about grinding out returns, year after year.”...
...Maga Inc, a pro-Trump super Pac, has booked just $6.5mn....
...The milestone signals that pressure is falling on the fund, called Blackstone Real Estate Income Trust (Breit), after a dash for redemptions over fears about real estate valuations caused Blackstone to limit...
...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....
...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....
...Dell’s family office, DFO Management, has agreed to provide the first outside capital to 5C Investment Partners....
...Investors pumped $65.6bn into active ETFs in the three months to the end of March — more than 50 per cent higher than the previous record of $41bn in the fourth quarter of 2023 — as assets under management...
...Anyway, here’s the lowdown on asset management for this week. You’ll be back in Harriet’s capable (and tanned) hands next time....
Data suggests they make up 51% of assets and rebalancings can send billions sloshing through markets
Passive beneficiaries, aggressive margins
...The management of Altice’s heavily indebted French telecoms business badly burned bondholders last month, when they carefully explained on a results call that, because modern-day debt covenants have more...
...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....
...Fundsmith’s assets under management dropped from £28.9bn at the end of December 2021 to £23.7bn two years later....
...We’ll examine Rishi Sunak’s new dash for oil and gas....
...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....
...At the end of December, index funds and ETFs accounted for $6.6tn in assets under management, two-thirds of BlackRock’s $10tn in assets....
...There’s a tipping point beyond which the dash to cash becomes self-reinforcing....
...Some businesses continued to struggle, including the wealth management division....
...Liontrust’s fortunes illustrate how M&A is not a panacea for the challenges facing the fund management industry....
...It’s full of heavy hitters who were there to see the blow-up in the basis trade, or the arbitrage between Treasury cash and futures markets, during the dash for cash in early 2020....
...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...
...Deals that use borrowed money to boost investors’ returns have drawn growing scrutiny from global regulators over the past few years, after the early pandemic “dash for cash” exposed the potential for shocks...
...As a result, the financial effects of management quality are often measured by treating them as a residual....
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