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CEO projects share of sales will double as companies integrate technology into operations
...WPP’s Ogilvy advertising agency is creating a division specialising in online “health influencers” to help pharmaceutical companies tap a trend towards personalised health and combat misinformation....
...Some of the biggest private equity and asset management groups — including TPG, BlackRock, T Rowe Price and CVC Capital Partners — have recently acquired credit managers as they look to diversify their assets...
...GHO, which has roughly €7bn of assets under management, paid just over €50mn for a majority stake in FairJourney four years ago, according to PitchBook, meaning it stands to make a substantial return from...
...Since last year, when central banks began to drive up global interest rates in an effort to tamp down inflation, many institutional investors have treated infrastructure as a haven from rising price trends...
...of hedge fund firm Man Group....
...Activist investor Sparta Capital Management is calling on London-listed engineer Wood Group to consider a US listing to address the “continued underperformance of its shares”....
...The speed at which viral trends can be brought to market has become the deciding factor in how much revenue a fast fashion group can capture from the younger generation....
...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....
...While post-pandemic trends such as hybrid working have prompted some companies to more closely monitor staff, TikTok lay-off videos may be turning workplace surveillance back on management....
...US hedge fund Elliott Management has instead been on a buying spree, betting that the market has grown too pessimistic over potential losses....
...“One of the big trends that is occurring now is taking these core model portfolios and tailoring them for clients....
...Peter Sleep, senior portfolio manager at 7 Investment Management, said overseas investors’ poor sentiment on China has been hiding some of the India success story....
...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....
...Nvidia, which reports its fourth-quarter results in late February, has experienced the most direct continuation of last year’s AI-focused trend....
...Coming up short Jeff Yass’s Susquehanna International Group first invested $80,000 in TikTok parent ByteDance a decade ago, betting on an idea sketched out on a napkin in a Beijing coffee shop....
...“The entire equity fund management sector saw large outflows in 2023 and it is impossible for us to avoid that trend,” Smith, founder and chief executive of Fundsmith said in an emailed response....
...Its asset management unit DWS Group, which is separately listed on the Frankfurt stock exchange, reported inflows that drove assets under management to a record high of €941bn as investors flocked to low-margin...
...Anyway, here’s the lowdown on asset management for this week. You’ll be back in Harriet’s capable (and tanned) hands next time....
...Apple, by way of the iPhone, has been at the forefront of this trend. Three-quarters of global iPhone owners used Apple Pay in 2022, according to Deepwater Asset Management....
...A more benign while still realistic view comes from Gene Munster of Deepwater Asset Management....
...Multiyear trends such as increased competition from lower-margin passive investing and higher regulatory costs are continuing to erode mainstream asset management....
...These strategies make money by betting on market trends, buying assets when markets are trending upwards and selling when they fall....
...Analysts at Citi said these underlying trends would “remain weak,” noting that “investor bearishness” would continue....
...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...
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