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...Castlelake would sit in Brookfield’s recently formed credit unit, which also houses a controlling interest in Oaktree Capital Management....
...The accusations, which spanned a period of five decades from 1985 to 2021, led to a swift fall from grace for one of the City of London’s best-known financiers and one of its oldest hedge fund firms....
...Fraser told investors last month that the wealth management business “isn’t where it needs to be”....
...Its future of work and management experts offer really useful research, reporting and interviews — one recent report focused on how to introduce AI without undermining workers....
...Grace Peters, global head of investment strategy at JPMorgan Private Bank, adds: “We believe the rally in the US equity markets is sustainable, based on the improving fundamental economic picture globally...
...Having tried some hacks, it is clear to me that mastering attention control, not time management, is the key to liberating more hours in my day....
...🥰 From Borg: Cathie Wood has started buying Tesla Inc. shares after selling them for most of last year....
...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....
...Other large firms that have refashioned mutual funds as ETFs include JPMorgan Asset Management and Fidelity. JPMorgan Asset Management launched its first ETF a decade ago....
...Additional contributions from Grace Ramos and Benjamin Wilhelm...
...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....
...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....
Scrutiny has made it harder to be an overt bully but subtler forms of harassment can be as destructive
...Liontrust’s fortunes illustrate how M&A is not a panacea for the challenges facing the fund management industry....
...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....
...Some businesses continued to struggle, including the wealth management division....
...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...
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