Hints and tips:
...As DD’s Sujeet Indap reported, a bulk of the recoveries comes from monetising FTX’s investment portfolio including a stake in the AI high-flyer, Anthropic....
...Holdings of UK-listed companies by British pension and insurance funds have plunged from about half of their portfolios to 4 per cent over the past two decades, according to data from Ondra....
...Bridgewater Associates and Renaissance Technologies, both considered among the best hedge funds in the world, suffered steep losses....
...Associates from the time remember him as a fun boss who led a tight-knit group of employees....
...His title was associate, one of the lowest ranks in banking, but his colleagues gave him the unofficial status of “managing associate”, one former banker recalls, after noticing that he often provided answers...
...He is also encouraged by a “V-shaped” recovery in Asia, its largest market, and less dire forecasts for UK consumers....
...Ethan Ilzetzki, associate professor at the LSE: The UK economy will begin its recovery in 2021 but will not return to its pre-pandemic level of GDP until 2022....
...It is a member of the influential investment consulting industry whose other members include Willis Towers Watson, Aon Hewitt and Mercer. Mr Druley’s route to Cambridge Associates was idiosyncratic....
...Bankers’ early optimism that the pandemic would manifest as a sharp economic shock followed by an equally rapid recovery — the ubiquitous “V-shaped” recession — has given way to pessimism....
...More importantly, this is likely one of the few areas in the portfolio with any investment market liquidity currently....
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...However, the England v France game was cancelled due to Typhoon Hagibis, the most powerful storm to hit the country in decades....
...Mark Calnan, global head of private equity at Willis Towers Watson, the world’s largest adviser to institutional investors, says the construction of robust portfolios is vital for success....
...A danger of releasing some of the pressure that has held down borrowing costs is that tighter monetary policy chokes off economic recovery....
...The brother traded on the information and also tipped off Salman, who with an associate earned roughly $1.7m in profits....
...The brother traded on the intelligence and tipped Salman, who with an associate reaped roughly $1.7m in profits....
...(The Guardian) Video of the day Japan’s economy v company reform Abenomics has one bright point: Japanese corporate governance is improving fast....
...I have shared my story globally in an effort to eliminate workplace barriers.” 8 Christopher Bailey Chief Creative & CEO, Burberry 9 Anthony Watson President & CEO, Uphold “To move my career forward...
...Away from the fears about correlation, the Towers Watson/Financial Times survey shows that the big hedge fund managers continue to get bigger, with Bridgewater Associates, Brevan Howard, BlackRock, Och-Ziff...
...The US government has since taken control of more than $480m that he and his associates had placed in bank accounts in Jersey, France and the UK....
...As pension funds embraced the use of cheap index funds over the last decade, such advantages were pitched as a way for hedge funds to improve portfolios....
...Betting on a US recovery – as Mr Paulson’s aptly named Recovery Fund does – has been one of the most profitable trades around. And not just for Mr Paulson....
...Blackstone has amassed the largest portfolio in the sector with 28,000 homes, having spent $1.8bn on its Invitation Homes unit....
...John: I believe that there are long-term structural changes going on in the finance industry and the recovery from the boom/bust period and slow recovery in Europe is having a long-term impact on the industry...
...Trevor Greetham of Fidelity sees potential for “v-shaped” equity performance: recession and banking contagion driving prices down, then a sharp recovery in risk assets “if Europe can deal with its political...
International Edition