Hints and tips:
...But they punch above their weight: as of 2022, Goldman estimated multi-managers account for 27 per cent of the total hedge fund industry’s holdings in US equities, up from 14 per cent since 2014....
...of dollars across more than 1mn accounts....
...They can be seized if you get onto a sanctions list. So Credit Suisse was trying to syndicate and sell the risk of financing some of these assets out to hedge funds....
...And JP Morgan Cazenove: We hesitate to over-interpret the impact of this afternoon’s news of a clinical hold on AstraZeneca / Oxford’s Phase 3 trial on the rest of the COVID-19 vaccine (or therapeutic)...
...prices in the US 50% above those in Europe when the US government now accounts for c45% of spend, and at a time of record fiscal deficits)....
...“Risk of nationalisation has increased,” says JP Morgan Cazenove, a very aggressive seller with a 125p target: Per previous research we have argued RR needs to issue c£6bn in equity to ensure its future...
...to Hold from Buy, SBOW Reiterated Hold 12:50pm GMT -- As for the spillover effects, JP Morgan Cazenove says to avoid upstream engineers as “projects of almost any scope” get shut down....
...If however you have an aversion to primary sources, here’s JP Morgan’s summary: Next has this morning reported FY 20 results (to end Jan) in line with guidance provided in January with PBT of £728.5m (pre-IFRS...
...The conference call concentrated on the obvious. Here’s Morgan Stanley’s summary: A mixed call from G4S sees little recovery in the shares....
...When I started my career I worked for one of the nine of the top ten American banks that were insolvent — in other words every one of the top ten American banks except JP Morgan was insolvent....
...my first job after college I worked for the JP Morgan private bank covering high net worth Latin American clients....
...“(Financial Times) JP Morgan downgraded in confidential regulator scorecard: The bank’s rating from the Office of the Comptroller of the Currency “fell one notch last July to a level that signifies oversight...
...This was the lowest amount (in absolute terms) of offshore buying in net terms since the June quarter of 2008 (Exhibit 1) and continues the theme of less-intense inflows from offshore investors into the...
...In the second half of last year, the median multiple of earnings before interest, tax, depreciation and amortisation was a lowly eight times, down from around 13 times before the financial crisis....
...As an example, he cites euro-denominated bonds, which account for Y2,900bn, or about 8 per cent of the Y26,000bn ($340bn) in Toshin funds held in foreign currencies....
...The legislative record on this provision indicates that Congress’ intent was to rule out the sorts of interventions that the Federal Reserve implemented to support the sale of Bear Stearns to JP Morgan and...
...Get ready for the great unwind in yen-Aussie dollar trades. That, at any rate, is the view from JP Morgan’s Japan currency strategist Tohru Sasaki....
...In the first nine months of this year, for example, JP Morgan, Goldman Sachs, Credit Suisse, Barclays Capital and Deutsche Bank all enjoyed bumper levels of activity in the so-called “flow” businesses of...
...limits, according to Tohru Sasaki, chief foreign exchange strategist at JP Morgan in Tokyo....
...HBOS, JP Morgan Chase, Lloyds TSB, Mitsubishi Tokyo Financial, Mizuho Financial, Morgan Stanley, National Australia Bank, Royal Bank of Canada, RBS, Societe Generale, Standard Chartered, UBS, UniCredito...
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