Hints and tips:
Related Special Reports
...For companies that have been trying to compete with Netflix, Nathanson added, “the shakeout has begun”. After a bumpy 2022, Netflix has set itself apart from rivals — most notably by being profitable....
...The private equity industry is facing a “shakeout” that could result in painful losses for investors who piled into the sector without properly understanding the risks of holding illiquid assets, according...
...Wellcome Trust warns of private equity ‘shakeout’ Nick Moakes, chief investment officer of the £38bn Wellcome Trust, reckons that the private equity industry is facing a “shakeout” that could result in...
Nearly 40% of UK-listed investment trusts are under water
...But a long overdue shakeout is looming....
...Now the sector is poised for a shakeout. US institutions of higher learning went on a bond-selling spree during the pandemic....
Local players face softer demand and competition from foreign makers
...Given a shakeout of distressed owners still appears to be in its infancy that may prove overly optimistic. The pain point for sectors on both sides of the Atlantic remains office properties....
...I see the ESG movement as navigating a shakeout in which virtue signalling, greenwashing and hype slowly lose out to the effort to add ESG factors to the playbook of activism, engagement, portfolio construction...
...Analysts have predicted a shakeout among smaller media companies that compete against much larger tech groups — including Netflix, Apple and Amazon — for a finite number of subscribers....
...“We see an imminent shakeout coming. It’s happening already. And there’ll be a couple of players left standing,” he told analysts on an earnings call Thursday....
...Competition for generative AI hardware is catching up, end-user deployments don’t need much power once the database is built, there’s a shakeout due soon, and Nvidia’s estimated 98 per cent market share...
...Bryce Elder (“Fund shakeout may be UK PLC’s next problem”, Opinion, FT Money, August 5) identifies higher interest rates as the obvious reason for widening discounts and then includes higher debt costs as...
...Moreover, the market for shop leases looks ripe for a shakeout. Licences typically last for six years....
...Some lab-grown players are sanguine about the shakeout....
...for private credit US capitalism is ‘breaking down before our eyes’, says Ken Griffin Markets are becoming less efficient, not more, says AQR’s Clifford Asness Wellcome Trust warns of private equity ‘shakeout...
...One thing to start: The private equity industry is facing a “shakeout” that could result in painful losses for investors who piled into the sector without properly understanding the risks of holding illiquid...
...“I expect more shakeout next year,” Gary Gysin, chief executive of Wisk Aero, told the Financial Times in an interview. “I would expect two or three more that don’t make it through 2023.”...
...Goldman’s credit strategists argue that, broadly, the shakeout process could move faster than it has in years past. First, lots of CRE loans are maturing in the next two years....
...The Federal Reserve certainly seems to be wary of the shakeout, and how it might both feed and be fed by the recent banking shenanigans....
Swiss Re sees potential for GFC-scale shakeout
...The real estate sector shakeout was led by “the view that weakness in Sweden’s property sector is foreshadowing what is set to come in mainland Europe”, said Simon Harvey, head of FX analysis at Monex Europe...
...On the credit-quality side, the biggest issue seems to be the banks’ illiquid loans on offices with cratering valuations, but that particular shakeout will take time....
...worked on the way up and not on the way down, so fortunes were made then lost among the passive and quasi-passive investors because everything expensive and volatile went in the same direction: Is the shakeout...
...The shakeout is proving brutal: Frankie & Benny’s owner The Restaurant Group, Prezzo, Richard Caring-owned chain Bill’s and burger joint Byron have announced more than 100 closures between them this year...
International Edition