Remove Deal Flow Remove Investment Horizon Remove Investors
article thumbnail

This Artificial Intelligence (AI) Stock Was Labeled an "AI Imposter" and Written Off as No More Than a Government Contractor. Now It's Joining the S&P 500 and Shares Are Soaring.

The Motley Fool

However, the deal flows and opportunities originating from the public sector tend to be much lumpier than those from the private sector. Relying too much on government business can make forecasting revenue and cash flow difficult. For this reason, some investors were questioning the long-run viability of the business.

article thumbnail

AIMCo's CIO Talks Total Portfolio Approach, Private Credit and Risk

Pension Pulse

Unlike other Maple Eight investors, AIMCo’s client funds decide their own asset allocation and most of them have reached their target in private markets. Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

BlackRock (BLK) Q4 2023 Earnings Call Transcript

The Motley Fool

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now. The last two years have been a character-building and awe-inspiring time for investors, for clients, and certainly for us at BlackRock.

Assets 130
article thumbnail

CPP Investments' Andrew Edgell on Private Debt's Next Stress Test

Pension Pulse

With this context as a backdrop, we chatted with Andrew Edgell, Senior Managing Director & Global Head of Credit Investments at CPP Investments about how he sees private debt faring in the credit cycle ahead. Right now, spreads and terms on new deal flow appear attractive, so lenders are being disciplined for the most part.

Debt 59