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A Bull Market Could Be Here: AGNC Investment Isn't the Bargain You Think

The Motley Fool

To complicate things, mortgage REITs generally use leverage, often backed by the value of the CMOs it owns, in an attempt to enhance returns. To be fair, even with property-owning REITs, investors are trusting that management will do the right thing for shareholders. Image source: Getty Images. A lot can go wrong.

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Bain Capital’s Harrington Takeover: OHA and BMO Pave the Way with $1bn Financing

Private Equity Insights

Bain Capital Private Equity has a long history of investments in specialty distribution and is one of the most active investors in the sector both in the U.S. OHA manages approximately $61 billion of capital across credit strategies in pooled funds, collateralized loan obligations and single investor mandates as of June 30, 2023.

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Top Funds' Activity in Q1 2023

Pension Pulse

Even those who are active investors reflect sentiment at depressed levels. It's a nice short candidate here which is why I'm looking to short it using the AXS 1.25X NVDA Bear Daily ETF ( NVDS ) which has a little leverage too magnifying returns. Nasdaq 100 call option volume has hit its highest since 2014: But hold on.

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A Conversation With John Graham on CPP Investments Fiscal 2023 Results

Pension Pulse

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. per cent return.

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Transcript: Cliff Asness

The Big Picture

If you’re anywhere from an individual to a pension fund, saying how much do I have to save to retire? We’re active investors. A lot of the buybacks, by the way, and you could argue leverage has its own problems, but corporate treasurer is thinking that bonds were more overvalued than stocks.