Hints and tips:
Even the IMF underestimates the industry’s heft, according to JPMorgan
...Because most major financial benchmarks tracked by index funds are weighted by size, the big just become bigger as index funds are constantly forced to chase performance, bidding up the shares of stocks...
...From Reuters back in January: JPMorgan begins private lending drive with $10 billion — source JPMorgan Chase & Co has set aside at least $10 billion to back its foray into the world of direct lending,...
...Here’s what he said in an email: JPMorgan Chase’s CEO Jamie Dimon is right: when systemically important banks are regulated, systemically important nonbanks are ‘dancing in the streets.’...
It’s the economy, stupid
...All things equal, we suspect that limiting FHLB lending to term funding will mean that future funding shocks could be larger and potentially more widespread as banks chase shrinking market sources of liquidity...
The annual JPMorgan ETF handbook has arrived
...Read the full interview with Robin Zeng....
...It follows the likes of JPMorgan Chase, Barclays, Rabobank, Wells Fargo, Société Générale and Deutsche Bank....
...Robin Harding asks if the company should be demonised....
...“Two people making a decision will come up with a better decision than one person leading alone,” said John Whitehead, who co-ran Goldman up to 1984....
...“They see a huge amount of capital required in the energy sector, a lot of people not investing sufficiently, and a big opportunity for a company that’s investing aggressively,” said Robin Mills, a Middle...
...What if we no longer chase soaring winners and abandon tumbling losers, and instead choose stocks based on a more stable metric, namely, the size of the underlying business?...
...By that measure, Tiger’s Chase Coleman had a phenomenal 2022. It will be interesting to see how Tiger’s current fundraising campaign goes....
...PE business says 2022 ran like A Tale of Two Cities: The first six months resembled 2021’s record-breaking activity: incredible numbers of deals, lots of exits, and substantial funds committed to the chase...
...Last year almost everything Tiger Global touched turned to dust, with Chase Coleman’s hedge fund racking up one of the biggest dollar losses in the industry’s history....
...The divergent performance of Clifford Asness’s AQR Capital Management and Chase Coleman’s Tiger Global offers a great snapshot of how value and growth stocks did last year....
...The sequence of events, reflected this week in JPMorgan Chase’s purchase of First Republic Bank goes something like this. Rates go up some more....
...“It is getting more and more strict and more and more difficult to be a farmer,” says Robins Lellis, who drove his tractor to protest in Valmiera in Latvia this week....
...The bank’s Shanghai conference, which included speeches from Henry Kissinger and Baidu chief executive Robin Li, attracted about 3,000 attendees. It was largely closed to the media....
...After debuting at 14th in 2020 and slipping to 16th in 2021, Chase Coleman has now dropped out of the list altogether after an $18bn aggregate loss from its main hedge fund, long-only and crossover investment...
...Birkenstock and its advisers — including Goldman, JPMorgan Chase, and Morgan Stanley — have lined up anchor investors to support the deal....
...In total, JPMorgan Chase analysts estimate the whole Signa Group to owe more than €13bn....
...“Sir Win Bischoff was an exemplary figure in financial services, and a pivotal part in the story of Lloyds Banking Group,” said the lender’s chair, Robin Budenberg....
...The FT’s Robin Wigglesworth chronicles their evolution....
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