Hints and tips:
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...O’Marah began to learn that Apple was not really “outsourcing” production to China, as commonly understood....
...Without giving details, Tuhin Kanta Pandey, secretary of the department of investment and public asset management (DIPAM), tweeted on June 20 that he had received “multiple” expressions of interest for the...
...“In-house asset management costs have been increasing because of the rise in operational costs, particularly in terms of more regulation,” said Keira-Marie Ramnath, pensions asset management outsourcing...
...“The deep-V recovery we saw in the second half of 2020 has continued into 2021, with sales activity continuing to strengthen across all territories,” said Simon Cleaver, CloudCall CEO....
...Bondholders in its asset backed securities were, understandably, desperate to be repaid....
...In short: it is not clear what levers there are left to pull for management teams to get their businesses out of the red....
...“This is not going to be a V-shaped recovery from here given the many months [or] years it will take for full repair, but it feels good now.”...
...Mark Lewis is global head of sustainability research at BNP Paribas Asset Management...
...Vanguard and its two peers manage assets worth $15tn, most of it passively....
...However, the majority of mines have now restarted bringing a supply recovery that should be able to keep pace with the limited demand recovery seen so far....
...Valuation pricing in a V-shaped recovery. We think the JD share price was clearly oversold during the COVID crisis, falling around two thirds from highs reached earlier this year....
...All of which means we’re good for a V-shaped recovery that’s not yet priced in, says Exane, which then goes stockpicking....
...We think Airbus would be best-positioned to benefit from a V-shaped recovery in 2021....
...Some of the money will also be reinvested in its core outsourcing and contracting businesses....
...The active management of legacy fleet costs is a really big thing....
...These reduced the value of assets by £884m, with the result that assets under management dropped to £33.5bn compared with £34.3bn in June....
...● Related Lex note: Fiat, on the road to recovery?...
...Banks and other financial institutions are expected to prove a big drag on India Inc yet again....
...Buy: Babcock (BAB) Full-year results for the outsourcing and engineering company beat market expectations on every profitability measure, writes Lee Wild....
...CBRE, the world’s largest manager of property funds by assets, beat market expectations during the three months to the end of June to post a 24 per cent increase in net income to $75.9m....
...Just as the recent years of market volatility have made mainstream retail investors an important and critical prop supporting bank balance sheets, so institutions have become a mainstay of asset management...
...The government’s Investment Corporation of Dubai and Brookfield Asset Management will both inject seed funding of $100m into the fund, which will be capped at $1bn....
...Outsourcing company Xchanging retreated 8.2 per cent to 64½p on news that its human resources contract with BAE Systems will not be renewed when it expires at the end of 2012....
...Last month’s falling markets and volatility are expected to delay any revenue recovery for asset managers, say Citi analysts....
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