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...A group of investors has called on Samsung’s de facto holding company to increase dividends and institute share buybacks, as pressure mounts on South Korean companies to address their low valuations....
...This sentiment also comes across from France’s Edmond de Rothschild Asset Management, which has recently trimmed back its equity exposure to slightly underweight relative to benchmarks....
...“It’s like a reset of the risk cycle,” said Evan Brown, a portfolio manager and head of multi-asset strategy at UBS Asset Management....
...A model portfolio run by Société Générale, which aims to replicate the positions typically taken by computer-driven trend-followers, is showing losses in all asset classes this month....
...Last week, Société Générale became the latest lender to re-enter with a $500mn offering....
...Société Générale’s CTA index — which measures the performance of 20 major funds, including those managed by Man Group, Lynx Asset Management and Pimco — rose almost 20 per cent last year as equity markets...
...As demand for ESG risk data has ballooned in size over the past decade, the likes of MSCI, Morningstar and S&P have acquired considerable power to influence and in some cases dictate which stocks and bonds...
...Exor, the Agnelli family holding group with assets worth €33bn in 2023, owns a 14.2 per cent stake in the Paris-listed car group, making it its single largest shareholder and its voting rights are set to...
...Société Générale described the high level of short positions as a warning signal that is “too strong to ignore”....
...Marie Jacot Cardoen, global head of distribution at Edmond de Rothschild Asset Management, said that rapid growth in bonds marketed as sustainable was “positive” for investors looking to diversify their...
...Goldman Sachs Asset Management Goldman’s asset management wing opens its outlook with a picture of Skywalk Aiyerweng, a picturesque thing in southern Thailand that is captured picturesquely in this picture...
...The outgoing chief of France’s Société Générale’s has dismissed the risk of US banking turmoil spreading to Europe, arguing the region’s tougher regulation was a “fundamental contrast” that helped shield...
...According to Antonia Felix, a partner in law firm Mishcon de Reya, more “discretionary divorcers” are holding back from initiating a permanent split....
...Golub Capital has hired Lazard Asset Management’s former director of offshore wealth Karim Salazar Antoni as a director based in Miami....
...the flip is in: A June note by Société Générale’s Kít Júckés puts sterling’s present situation in a longer context: This pattern, of sterling suffering a vertiginous fall amid a crisis of confidence in...
...This reflects a long-term trend among asset owners, GPCA chief executive Cate Ambrose told me, to invest in emerging markets by allocating capital to fund management firms that are based in those regions...
...CTA strategies are often pitched to investors as a way to diversify away from other assets....
...He moved to London to help set up a new branch of French bank Crédit Agricole’s asset management division. He settled in South Kensington, an enclave for well-to-do expatriates....
...CTAs were hit badly by sharp moves in Treasury markets, and a Société Générale index tracking the largest funds has fallen 4 per cent so far this year....
...For Jain, who over the past seven years has built a business with more than $90bn in assets (including over $20bn on behalf of Goldman Sachs Asset Management), the Adani trade is no different to other contrarian...
...FT Live event: Future of Asset Management Asia The Future of Asset Management Asia is taking place for the first time in-person on 11 May at the Westin Singapore and will bring together Asia’s leading asset...
...at Société Générale – “put on a pair of knuckle-dusters and smacked its UK growth forecast in the nose”....
...These two firms tend to keep cropping up as the top holdings in most ETFs anyway....
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...Robert Alster, chief investment officer at Close Brothers Asset Management, described the situation as “a storm in a teacup” and said a direct read across from SVB to large European banks was “unwarranted...
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