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...David Lewis, a manager of Jupiter’s Merlin range, which invests in other funds, said during an investor roadshow this week that the firm was considering pulling the money from Ben Whitmore’s mandates when...
...Bain on Wednesday also named Chris Gordon and Robin Marshall as the heads of its global private equity business....
...David Lewis, a manager of the Merlin range, said during an investor roadshow in March that he was considering withdrawing the money managed by Whitmore, totalling more than £1bn, when he leaves Jupiter....
...Numis analyst David McCann said that Whitmore’s departure, coming just months after the exits of Richard Watts and Nick Williamson, “once again opens the debate about whether Jupiter is an attractive place...
...(FTAV)— David Swensen is great for Yale. Is he horrible for investing? (Institutional Investor)...
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...However, this slide in the latest deck sent out by Goldman’s David Kostin caught FT Alphaville’s eye: Last autumn saw a US earnings recession — typically defined as two quarters of contracting corporate...
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...The company also said that Ben Whitmore is leaving to set up his own firm....
...One shows the triumph of young David over Goliath, the Philistine striker. The other shows David riding in triumph with Goliath’s severed head....
...Not only was it founded by two other former Chicago PhD students — David Booth and Rex Sinquefield — it had already started a small-caps index fund based on the theory that smaller stocks helped investors...
...David Lewis, a manager of Jupiter’s Merlin range, which invests in other funds, said during an investor roadshow last week that the firm was considering pulling the money from Ben Whitmore’s mandates when...
...If you own it, grow a David Austin rose as a climber up it. Sunny walls are best, but walls overhung by trees are the worst....
...Jim Reid 🤝 David Folkerts-Landau = Deutsche Bank’s 2024 outlook UBS has also made an extra effort to make its various outlook pieces work online. Apollo on private markets and US housing....
...It has already forced Goldman Sachs’s David Kostin to raise his 2024 target for the S&P 500. Update: you can read the full revised US equity market outlook here....
...Additional help by Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT’s executive producer....
...But Goldman Sachs’s David Kostin has managed to work in multiple Taylor Swift references into his 2024 outlook, and for traffic reasons that’s probably even better, so here we are....
...Plus, the FT’s Robin Wigglesworth examines whether private equity is a good fit for Norway’s sovereign wealth fund....
...David Kabiller, one of AQR’s co-founders, attributes Asness’s slight mellowing to the calming influence of John Liew, the third member of the company’s leadership triumvirate....
...Goldman Sachs’s chief US equity strategist David Kostin points out that equity returns have tended to be more subdued in presidential election years....
...As Goldman’s David Kostin writes: Recent volatility in the Treasury market has driven increased investor concern over the fiscal position of the United States and the supply/demand mismatch for Treasury...
...Alphaville’s Robin Wigglesworth took a deep dive this week into where endowments — or as he puts it, “investment funds with schools attached” — are putting their $839bn....
...The conclusion by Goldman’s David Mericle and Ronnie Walker is that unless all these risks are come to pass, they are not large enough individually to trigger a recession....
...One official said UK foreign secretary Lord David Cameron spoke regularly with EU counterparts, including the bloc’s chief diplomat Josep Borrell....
...But Goldman’s David Kostin reckons that rising rates is becoming a greater danger to US earnings....
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