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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. Should you invest $1,000 in Palantir Technologies right now? Image source: Palantir.

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

Pension Pulse

Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends. The typical four- to five-year tenor of a private debt deal means around 20 per cent of the portfolio is in perpetual motion. net return for the year 2023.

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

Pension Pulse

A combination of our scale, certainty of assets, and our long investment horizon make us uniquely positioned as a global investor. Right now, spreads and terms on new deal flow appear attractive, so lenders are being disciplined for the most part. How big a recession and default cycle is still to be determined.

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BlackRock (BLK) Q4 2023 Earnings Call Transcript

The Motley Fool

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. In 2023, we returned over 4.5 Thank you for joining us today to discuss BlackRock's fourth quarter and full year results.

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