12/16/2024 3:35:19 PM Stock Pickers Can Still Be Winners By Navin Raina Will Danoff manages c $300bn of client money. He has outperformed the S&P 500 over almost any conceivable time frame — one, three, five,...
12/2/2024 1:11:09 PM The best definition of leadership I have heard: 'Ambition for Others'... By Mark Holbrook In September I attended the annual conference of the Bermuda life insurance industry body, BILTIR. 2023's event was fantastic and this...
9/10/2024 8:21:31 AM Asset Management CEO Transitions By Navin Raina The global Asset Management industry has seen significant leadership change over the last 18 months. Some of the largest managers in the...
4/16/2024 10:28:25 AM EMEA Asset Management Hiring Outlook By Navin Raina Last week, I gave my views to Ignites Europe on the Asset Management hiring landscape in EMEA. Navin Raina, managing director of AMC...
4/4/2024 2:26:29 PM Asset Prices Stretched? By Navin Raina The Bank of England has raised concerns over a potential sharp repricing of private equity valuations in light of a difficult fundraising...
4/4/2024 2:23:17 PM Moody's predicts ongoing boom in European private credit By Laetitia Argar A recent Moody's report suggests continued growth in European private credit markets despite recent slowdowns. Anticipated inflows this...
4/4/2024 10:53:39 AM "Navigating Temptations: Investors' Dance with Risks in the Private Credit Market" By Oliver Newby The private credit sector, valued at $1.7 trillion, is experiencing a shift as major investors, including pension funds, are growing wary...
1/23/2024 11:14:52 AM Keeping Talent through M&A By Navin Raina Earlier this month, BlackRock made a splashy deal to buy GIP for $12.5bn. The bulk of the $12.5bn that BlackRock is paying will go to...
1/11/2024 4:08:57 PM ESG Showdown: Asset Managers' Passion Cools, Green Commitments at Risk By Laetitia Argar ShareAction's annual assessment reveals a stark decline in major asset managers' support for ESG resolutions, particularly in...
1/11/2024 11:04:25 AM Quant hedge funds bet on China despite investor exodus By Oliver Newby The recent emergence of quantitative hedge funds focusing on China's financial markets reflects a nuanced landscape marked by challenges...
12/7/2023 1:31:12 PM Central Bank Highlights Risks in Corporate Borrowing and Hedge Fund Positions: Navigating Challenges in a Shifting Financial Landscape By Oliver Newby The central bank's recent Financial Stability report underscores the challenges posed by rising interest rates in advanced economies. It...
11/30/2023 10:05:29 AM Japan’s stock market is forecast to have a transformational year in 2024 By Oliver Newby The Japanese equity market is poised for a strong 2024, with research forecasting a 13% rise in the TOPIX index. This optimism is driven...