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The Guardian (September 27)

2022/ 09/ 27 by jd in Global News

“Turmoil in financial markets which saw the pound fall to a record low against the dollar dominates today’s front pages. The currency tumbled as investors lost confidence in the UK’s public finances after last Friday’s mini-budget.”

 

Institutional Investor (September 23)

2022/ 09/ 23 by jd in Global News

“The pushback against environmental, social, and governance investing by red state politicians isn’t yet slowing down many asset managers’ expansions into strategies that have been among the most popular in recent years.” There is “no doubt the anti-ESG movement is gaining traction and could disrupt the industry,” but it’s still “business as usual” for “many global managers targeting investors in the U.S.”

 

Washington Post (September 16)

2022/ 09/ 18 by jd in Global News

“Japan is inching closer to a full reopening, with an announcement likely in the coming days. But the country’s prolonged closure during the coronavirus pandemic has done lasting damage to its reputation as a destination for international investors, academics and tourists, experts say.”

 

New York Times (September 16)

2022/ 09/ 16 by jd in Global News

“Pessimism is deepening as bellwether companies like FedEx and General Electric warn of worsening economic and business conditions.” On Friday, stocks declined, “ending one of the worst weeks of the year for Wall Street.” This may just be the start of bad news. “A parade of prominent investors and corporate executives made it clear that they believed the worst was yet to come for the economy and financial markets.”

 

Institutional Investor (August 29)

2022/ 08/ 31 by jd in Global News

“Now that investors can get factor-based funds on the cheap, they’re pushing quants in new directions.” This presents new challenges. “One is a move away from a heavy reliance on decades of historical data and back tests to tying this in-depth research to the realities of the current economic and market environment.” Another challenge is “getting the right people” to do this. “Many quant managers historically hired people with expertise in data,” but “now it’s the background in economics and finance that’s become critical.”

 

Institutional Investor (August 16)

2022/ 08/ 16 by jd in Global News

“With everybody worried about a cash crunch, the private equity secondaries market is expected to hit a new record. Investors are expected to sell stakes in private equity funds worth $153 billion in 2023, according to the latest PE secondaries report from Lazard’s private capital advisory team.”

 

Wall Street Journal (August 2)

2022/ 08/ 03 by jd in Global News

“Bearish investors aren’t buying into hopes that July’s rapid advance for stocks heralds the start of a new bull market. If anything, they say the worst might be yet to come as inflation remains high, the Federal Reserve plans more interest-rate increases and stocks trade at valuations that still don’t look cheap.”

 

Financial Times (August 1)

2022/ 08/ 01 by jd in Global News

“The venture capital world is in the grip of a silent crash. Unlike the stock market, there are no daily market indexes to broadcast the pain, and no individual share prices for anxious tech employees to watch as their personal wealth evaporates.” It remains unclear “how long it will take the venture capital market to reset, or how many of today’s investors and start-ups will still be standing when it does.”

 

Reuters (July 29)

2022/ 07/ 31 by jd in Global News

“The prospect of a U.S. recession could mean more pain for battered stocks, despite a recent rebound that has taken the benchmark index to its highest level in more than a month.” If the U.S. is indeed entering recession “history shows the rough ride stock investors have endured this year may get even bumpier.”

 

Institutional Investor (July 18)

2022/ 07/ 20 by jd in Global News

“Private equity investors have little to fear from a recession, as the best returns come after these periods.” A recent report by Bain Consulting shows, for example, that “following the bursting of the dot-com bubble, buyout funds generated a median IRR of 25 percent in 2001, 40 percent in 2002, and 47 percent in 2003. In 2009, after the Global Financial Crisis, they posted a 24 percent IRR.” In the near future, however, “private equity firms still face a bumpy road ahead, despite the potentially short duration of the market downturn.”

 

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