Hints and tips:
...Foreign investors have soured on China, as growth in the country has faltered and geopolitical tensions with the US have risen....
...Smith’s style is to invest in a small number of “high quality, resilient, global growth companies”, primarily in the US, that he aims to hold for the long term....
...Recently, KKR renamed the asset stockpile “strategic holdings” and has begun telling shareholders it will turbocharge growth....
...Carlyle said it expected to increase fee-based earnings by almost 30 per cent this year to $1.1bn and attract more than $40bn in new investor capital....
...“Investor returns become more anaemic. Their growth slows.”...
...The group’s results were buoyed by strong growth in its credit and insurance business, which has $330bn in assets and helped propel Blackstone’s overall assets to $1.1tn....
...Large investors, including Vanguard and BlackRock, backed Disney in a blow to Peltz’s Trian Partners....
...By 2022, Breit had drawn tens of billions of dollars in new assets, growing into Blackstone’s single largest source of fee growth....
...Currie’s hiring is among Schwartz’s most notable as he plots to revive growth at the New York and Washington-based group after a period of stagnation....
...And US elections could further chill the renewables market. 1Komma5 has demonstrated growth so far, but geopolitical challenges are looming on the horizon....
...Blackstone is the largest real estate investor in the world....
...Schwartz has prioritised growth in areas such as tapping wealthy individual investors, expanding its credit and insurance-related assets and increasing overall headcount....
...Lending, they believe, is what will power their growth in the decade ahead, particularly as banks retreat from much of the lending they once did....
...Cash from wealthy investors has bolstered Blackstone’s overall profits and asset growth in recent years....
...In September, Goldman raised $15bn to buy investors’ stakes in private equity funds and invest in deals where buyout groups sell portfolio companies from one of their funds to another....
...“This reflects the long-term strategy of our shareholders, allowing for allocation of capital for our successful growth over the last years, and underscores the decision to delist,” the company said....
...It has had to limit investor redemptions from its flagship Blackstone Real Estate Income Trust....
...He was previously an investor at Vine Ventures....
...He said cost-cutting would not come at the expense of the group’s long-term growth....
...The growth capital model supports much of this....
...This relationship suggests the existence of a common shock that typically affects both defaults and GDP growth rate as opposed to a causal link running from defaults to growth....
...Scott Nuttall, co-chief executive of KKR, recently highlighted the private equity group’s infrastructure business, including new funds dedicated to the energy transition, as a major source of growth....
...Back then, I argued that NYCB investors had to contemplate two unsavoury possibilities....
...And after the LIV-driven growth of prize purses and other financial regards, that’s another sign of how players have seized the initiative in this battle....
...Whether those concerns are merited depends entirely on how the proceeds of NAV loans are deployed, and equally how that deployment is communicated to limited partners (LPs), the investors in funds....
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