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...Last year, it closed its flagship Asia V buyout fund after raising $7.1bn, eclipsing its targets....
Lord, make me solvent, but not yet
...Even smaller stocks are finally catching up a little, with the Russell Midcap index (+4.3 per cent) and the Russell 2000 (+3.6 per cent) leading the Russell 1000 (+3.2 per cent) in March, notes Bank of America...
Brookings joins FTAV Jamaicawatch
Who needs hedges when you have bank accounting rules
...— The prominent board member of a $50bn hedge fund with an educational appendage has quit (Harvard Crimson) — Justice lost in the post (Private Eye) — The Stagnant Science: Mainstream Economics in America...
SPIVA time
...Preqin’s latest estimate based on data to Jun-23, stands at $1.71tn globally, with $1.08tn of that situated in North America. These numbers aren’t the whole story, however....
Tech uber alles
...Citi is transitioning from 50 yrs. as a universal bank in dozens of countries to 5 LOBs....
We can jack up capital requirements more
Easy initiatives that include lilies, roses, daisies and the imperishable bergenia
Liverpool; some more Liverpool; and yes, more Liverpool; plus some stuff on Russian sanctions, Paul Marshall, Truss in America and syphilis
...European sovereign CDS have posted a small increase y/y, but less than that of sovereign CDS in the Americas. This also makes sense to us given the lack of concern about European Union integrity....
...But Bank of America’s credit strategist Oleg Melentyev has a good idea: While we cannot directly observe valuations and credit loss experience in private credit space, we can look at proxy issuers and make...
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...The choir’s opening number was “America the Beautiful”, a song which fundraisers for British botanical gardens would have to endorse. The Selby project is privately funded....
The return of FTAV Jamaicawatch
...All this might be an entertaining blast from the past, if Pravin Bankers Assocs., Ltd. v. Banco Popular Del Peru or Allied Bank Int’l v. Banco Credito Agricola de Cartago is your idea of fun....
The next stage of the private credit frenzy?
Hello unintended consequences!
Reading Goldman’s flow report
Timely economics
...JetBlue Airways shares fell 10.7 per cent on Monday after it announced its chief executive Robin Hayes would step down next month and be replaced by the group’s president Joanna Geraghty....
...It’s hardly surprising that Napa Valley, an hour north of San Francisco, is a magnet for tourists. Napa wine producers have responded by turning tourism into a serious profit centre....
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