16 Dec, 2024 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,...
02 Dec, 2024 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...
10 Sep, 2024 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...
16 Apr, 2024 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...
04 Apr, 2024 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...
04 Apr, 2024 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...
04 Apr, 2024 "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...
23 Jan, 2024 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...
11 Jan, 2024 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...
11 Jan, 2024 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...
07 Dec, 2023 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...
30 Nov, 2023 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...