Hints and tips:
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...That is the subject of DD’s deep dive by Mark Vandevelde and Robert Smith. One tricky task is to distance GSO from manoeuvres in the derivatives markets that were once seen as its calling card....
...Bennett Goodman — the G in GSO who just stepped back from running Blackstone’s powerful credit unit — cut his teeth there....
...DD’s eagle-eyed credit specialist Rob Smith recently noticed some dead links on the website of Permira Debt Managers....
...Go deeper in audio and video with DD’s Arash Massoudi on the deal....
...Read the story from DD’s Arash Massoudi and Nathalie Thomas here....
...The PE group is in advanced discussions to buy Nestlé’s skincare unit in what could fetch up to $10bn, the DD team revealed....
...And D&G isn’t on $1bn China Railway Construction Corporation mandates, even if some of its top officials might enjoy the Italian company’s Domenico Mask sunglasses....
...And for the record, DD does not believe in such a thing as a “win-win-win”....
...DD’s understanding is that the situation is more complicated....
...DD gets the feeling a public break-up campaign is coming sooner rather than later....
...The FT’s Mark Vandevelde and Robert Smith broke news of Goodman’s sweetened package on Tuesday....
...Read more from the FT’s Nicholas Megaw, Robert Armstrong and James Fontanella-Khan here....
...Wellington has been followed by UK fund manager M&G, which has also made its first foray into activist investing....
...That's the focus of this deep dive by DD's Don Weinland, which you can access here....
...Traders needing to calm their recent jitters should put on some Kenny G. He’s on Spotify....
...Prudential plc will contain the Asian and US businesses, while M&G Prudential will house the UK operations....
...DD is delivered to your inbox Tuesday-Friday at 5am UK time. Meet the team, catch up on previous editions and sign up here....
...To read more check out Robert Smith and Cynthia O’Murchu’s story here. Bell Pottinger: End of the road?...
...(WSJ) Nelson Peltz aims for P&G board seat The veteran activist investor launched a campaign to win a seat on the board of Procter & Gamble, the US consumer goods company in which his Trian Fund Management...
...Both were much needed, first under Ian Smith – the dour, last prime minister of white-led Rhodesia – and then under his successor, the ageing autocrat Robert Mugabe....
...And as a producer of business school online offerings (Robert, Jayne & Bertrand), what are you most/least proud of?...
...Convenient and cheap environmental driving can be fun as well Anne Williams, a planning and environmental barrister, got her G-Wiz three years ago, writes Robert Cookson....
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