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...US watchdogs have said capital requirements for global systemically important banks (G-Sibs) would rise by an average of 19 per cent under the proposals....
...The US has eight G-SIBs: JPMorgan, Citigroup, Bank of America, Goldman Sachs, Morgan Stanley, Bank of New York Mellon, State Street and Wells Fargo....
...Plus, one jackpot: Denise Coates’s transformation of her family’s betting shops business into an online gambling juggernaut has made her one of the highest-paid executives in the world....
...Wiktionary says it is: (rare) A device that maintains equilibrium or balance, especially a part of a heavy gun (e.g. an artillery piece or a tank gun) which balances the barrel and other parts so as to...
...But CreditSights analysts argue that other changes to the systemic-risk calculations (which are compared to risk-weighted assets) could lead Morgan Stanley to drop a G-SIB size category, simply because their...
...“They are trying to support the currency while not being seen as tightening,” said Eva Sun-Wai, fund manager at M&G Investments....
...M&G Investments thinks interest rates are going down, but not by much (and predicts a “new era for active management,” lol) “Flux” is also a favourite word of Lazard, whose 2024 outlook at least features...
...Carl Vine, a portfolio manager at M&G and a Toyota shareholder, thinks the company has “gotten an unfair rap in recent years”....
...However, Goldman Sachs, Nomura and Morgan Stanley MUFG say the central bank is likely to stick to its current monetary policy framework....
...For a ready reckoner of what it all means, here’s Morgan Stanley (from 2021): Advantages: Mondi is net long containerboard while DS Smith is net short....
...As investors ponder the dramas there is another lesson emerging: SVB shows why the “G” in ESG — governance — matters, given that the lack of it seems to have contributed to the failure....
...Schulten said P&G’s “consumer markets remained relatively resilient” globally....
...Europe also boasts the Amundi MSCI India II Ucits ETF, which tracks the same index as the iShares ETF, and the L&G India INR Government Bond Ucits ETF, for those interested in fixed income....
...travel has returned (as a reminder, up to 50% of luxury sales in Beijing and Shanghai is contributed by non-local customers), the average spending ticket has continued to rise, and the very high end (e.g....
...Banking partners, including Morgan Stanley and JPMorgan, cut ties and within a week, the firm announced it was breaking up....
...Denise L Ramos, a director on its sustainability committee, has a surprising side gig: chair of the public policy and sustainability committee at Texan oil refiner Phillips 66....
...Morgan Stanley’s model is based on UBS retaining CS Schweiz while finding $10.5bn of cost savings (notably higher than management’s $8bn guidance)....
...Agency officials said on average capital requirements for the so-called global systemically important banks (G-Sibs) were estimated to rise 19 per cent....
...But our US Regime Indicator has remained relevant in capturing factor trends — e.g., Jan to June’s Downturn saw mega caps, Growth and Quality outperform, true to form....
...Regenerative agriculture “is basically about regenerating soil,” says Gareth Morgan, head of farming policy at the Soil Association, a food and farming charity that champions organic and nature-friendly...
...And take note of an embarrassing saga linked to Glencore about the “G” in the ESG tag....
...When young adults free up their budget for daily necessities (e.g. rent and grocery), they simply have more disposable income to be allocated to discretionary spending....
...Here’s what L&G shares have done year-to-date: L&G’s been under the microscope because of the size of its LDI solutions business....
...Morgan Stanley has been particularly bearish this year, arguing last month that “there is still a long way to go before reality is fairly priced”....
...We were introduced by Morgan Stanley bankers in London, I told him the story of the house of Gucci, we shook hands and it was done,” De Sole says....
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