The Motley Fool

OCTOBER 7, 2024

Inflation has cooled substantially over the past year, but many retired workers are still struggling with post-pandemic price increases. The statistics below come from the 2024 Retirement Confidence Survey conducted by the Employee Benefit Research Institute and Greenwald Research. Less than three-quarters of retired workers believe they have enough money saved to live comfortably through retirement.

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Education Accounting 246

The Big Picture

OCTOBER 7, 2024

@TBPInvictus here: If you’re not aware of the brouhaha that was stirred about a year or so ago when CA Gov Gavin Newsom signed into law (taking effect April 1, 2024) a new $20 minimum wage for so-called “limited service” (a/k/a fast food or QSR) restaurant workers, read up here , here , or here. In a nutshell, the usual suspects’ heads exploded well before the legislation even took effect, claiming it would lead to widespread devastation in the fast food space: job losses

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The Motley Fool

OCTOBER 7, 2024

The stock market is the greatest wealth-building machine ever created, and it's available to anyone with a little money to invest. Over a quarter of those on the Forbes 400 list of the richest people in America built their wealth on Wall Street. You can tag along with the most successful investors by following their disclosures with the Securities and Exchange Commission (SEC).

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Shareholders Returns 246

Financial Times: Moral Money

OCTOBER 7, 2024

Officials claim university’s policy harmed scholars working to combat the effects of climate change

Companies 103

Companies Funds 103

The Motley Fool

OCTOBER 7, 2024

The $1 trillion club is elite. As of this writing, only six American companies boast a market cap greater than $1 trillion: Apple , Microsoft , Nvidia , Alphabet , Amazon , and Meta Platforms. Yet, looking ahead a few years, other companies are likely to join the club. So, what about Palantir Technologies (NYSE: PLTR) , a company at the forefront of the artificial intelligence (AI) revolution?

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Assets Stock Market Stock Market Companies 246

XY Planning Network

OCTOBER 7, 2024

Identifying and prioritizing client goals is essential to creating effective holistic financial plans. However, many advisors face the challenge of helping clients articulate their true objectives. Clients often come to their advisors with surface-level goals, but research suggests these initial goals may not reflect what truly matters to them. XYPN's partnership with fpPathfinder offers a practical way to achieve this through their Master List of Goals Checklist.

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Leveraging 93

The Motley Fool

OCTOBER 7, 2024

If you're looking for a bargain-priced growth opportunity, look no further than Shopify (NYSE: SHOP). Although shares are up more than 200% from their late 2022 low, they're also still down 55% from their 2021 peak. More importantly, they're currently chugging higher for all the right reasons. Here's everything you need to know, and why it could be a great addition to your portfolio.

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Bidding Prospects Consulting Consultants 246

The Motley Fool

OCTOBER 7, 2024

Image source: Getty Images The Federal Reserve cut interest rates at its September meeting. It was a widely anticipated move that represents the first interest rate reduction since early 2020. And not only did the Fed cut rates, but it did so by 50 basis points, or half a percentage point -- a more aggressive cut than many experts were predicting. The central bank generally cuts (or raises) rates in longer-term cycles.

Banks 246

Banks Accounting Funds 246

AltAssets

OCTOBER 7, 2024

Recently-launched European real estate investor Greykite has picked up backing for its debut fundraise from Goldman Sachs Alternatives' secondaries investment arm. The post Goldman Sachs commits to European RE investor Greykite’s debut fundraise appeared first on AltAssets Private Equity News.

Investors 85

Investors Investing Buyout Funds 85

The Motley Fool

OCTOBER 7, 2024

Bill Ackman is one of the best-known billionaire investors in the world. His hedge fund, Pershing Square Capital, focuses on a few high-quality businesses where Ackman feels the stock has become mispriced, relative to its value. He will then buy shares and use his influence to unlock shareholder value. As an activist investor , he can focus on only so many businesses at once.

Hedge Funds 246

Hedge Funds Portfolios Funds Investing 246

AltAssets

OCTOBER 7, 2024

Healthcare investor Frazier Life Sciences has raised more than $630m in new capital for its evergreen Public Fund in an oversubscribed fundraise. The post Frazier Life Sciences boosts evergreen Public Fund by $630m appeared first on AltAssets Private Equity News.

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Funds Capital Investors Venture Capital 81

The Motley Fool

OCTOBER 7, 2024

Shares of AT&T (NYSE: T) jumped 10.6% in September, according to data provided by S&P Global Market Intelligence. A couple of factors drove that rally. AT&T agreed to sell its remaining stake in DirecTV to its partner. The company also provided investors with an optimistic outlook for what's ahead. Here's a closer look at why these catalysts drove the telecom stock higher last month.

Leveraging 246

Leveraging Stakes Investment Banking Investment Banks 246

Financial Times M&A

OCTOBER 7, 2024

Deal would make miner one of world’s largest producers of key battery material

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The Motley Fool

OCTOBER 7, 2024

Super Micro Computer (NASDAQ: SMCI) started this year off with strength. Earnings were soaring, and in the months that followed, the S&P 500 and the Nasdaq 100 invited the stock to join. Share performance even topped that of market darling Nvidia. The stock climbed 188% in the first half of the year compared to Nvidia's 149% increase. But times have been tougher for Supermicro in recent weeks.

Accounting 246

Accounting Returns Investors Companies 246

AltAssets

OCTOBER 7, 2024

The A$342bn ($288bn) AustralianSuper, Australia's largest superannuation fund, has expanded its Americas operation through five senior appointments and the relocation of its head of private credit to New York. The post Australia’s biggest superannuation fund expands Americas operations with new senior hires appeared first on AltAssets Private Equity News.

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Funds Pension Funds Debt Buyout 80

The Motley Fool

OCTOBER 7, 2024

Exchange-traded funds ( ETFs ) can provide you with simple, low-cost ways to invest in the stock market. Some of the best funds make it easy to quickly gain exposure to an array of promising investments, such as dividend stocks and fast-growing small businesses. Here are two ETFs that look particularly well-positioned to deliver lucrative gains to their shareowners.

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Exchange-Traded Funds Shareholders Debt Stakes 246

AltAssets

OCTOBER 7, 2024

LGT Capital Partners has confirmed a $7bn close for its latest flagship secondaries fund, a huge jump compared to its $4.5bn predecessor vehicle. The post LGT Capital Partners scores $7bn secondaries fund close, marking huge increase from $4.5bn Fund V appeared first on AltAssets Private Equity News.

Capital 75

Capital Funds Buyout Investing 75

The Motley Fool

OCTOBER 7, 2024

Usually, a company's deletion from the S&P 500 index makes it feel like a stock to avoid. However, a study from Research Affiliates analyzed stocks deleted from the S&P 500, Nasdaq-100 , and Russell 2000 indexes and showed that the exact opposite may be the case. Running a backtest from 1991 to 2018, Research Affiliates found that stocks removed from the major indexes went on to outperform the broader market by five percentage points annually over the next five years.

Debt 246

Debt Capital Returns Return On Investment 246

Financial Times M&A

OCTOBER 7, 2024

Staff fear British-born publisher of The New York Sun would be a more divisive owner than the Barclay family

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The Motley Fool

OCTOBER 7, 2024

In the meme crypto space, Dogwifhat (CRYPTO: WIF) is among the tokens that's garnered the most attention among speculators and investors. This token has rocketed more than 1,500% since its late-2023 launch, which is certainly a decent return for investors in the span of less than a year. Today, Dogwifhat is up another 12.6% over the past 24 hours, as of 2:30 p.m.

Assets 246

Assets Leveraging Returns Portfolios 246

Private Equity Wire

OCTOBER 7, 2024

Banks have seized the opportunity presented by lower interest rates to recapture corporate debt deals from private credit funds, refinancing around $30bn in private debt through broadly syndicated loans so far this year, according to a report by Bloomberg. The report cites research from Bank of America Corp as highlighting that banks have made a significant comeback after losing ground in recent years with more than 70 refinancing deals year to date on the back of lower interest rates as compani

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Banks Debt Mergers and Acquisitions Leveraging 73

The Motley Fool

OCTOBER 7, 2024

Carnival Corp. (NYSE: CCL) (NYSE: CUK) stock gained 12% in September according to data provided by S&P Global Market Intelligence. Investors are getting more excited about its potential in a lower interest rate environment. A once-in-a-lifetime experience Carnival is the world's largest cruise operator, and it was a strong market-beating stock before the pandemic.

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Debt Amortization Depreciation Earnings Before Interest 245

Private Equity Wire

OCTOBER 7, 2024

The energy assets owned by 21 private equity firms, including industry majors Backstone Inc and Carlyle Group, contribute a huge 1.2 gigatons of fossil fuel emissions annually, according to a report by Peniosn & Investments Online. The report cites the latest Private Equity Climate Risks Scorecard, jointly compiled by the Private Equity Stakeholder Project, the Americans for Financial Reform Education Fund, and the research group Global Energy Monitor, as highlighting the environmental impac

Private Equity Firms 72

Private Equity Firms Private Equity Firms Education Assets 72

The Motley Fool

OCTOBER 7, 2024

Image source: Getty Images Mortgage rates are the lowest they've been in a year, and with the Federal Reserve expected to continue lowering its benchmark interest rate, there's never been a better time to invest in home upgrades. Autumn is traditionally a busy time for real estate, but these economic factors have created a particularly promising environment for buyers and sellers alike.

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Prospects Return On Investment Funds Returns 245

Private Equity Wire

OCTOBER 7, 2024

Private investment firm Soho Square Capital has exited its investment in Assured Data Protection (Assured), a managed services provider (MSP) focused on backup, disaster recovery and cyber resiliency as a service, to pan-European private equity form Oakley Capital. The transaction is subject to regulatory approvals. Soho Square backed Assured in 2023, with capital to support an acceleration of the company’s growth plans led by CEO Simon Chappell.

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Due Diligence Legal Taxes Financing 70

The Motley Fool

OCTOBER 7, 2024

If you talk to a group of retirees, I'm willing to bet that a good number of them will agree on how beneficial Social Security is to their retirement finances. I'm also willing to bet that many of them will confirm that Social Security isn't always the easiest program to navigate. There is no shortage of numbers surrounding Social Security , and many of them change annually.

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Financing Finance 245

Private Equity Wire

OCTOBER 7, 2024

Private equity firms Calveton and Breal Capital are in advanced discussions with administrators over a rescue deal for the UK branch of TGI Friday’s which could preserve more than 2,000 jobs, according to a report by Sky News. The proposed agreement is expected to involve the acquisition of up to 55 of TGI Fridays’ 87 UK locations, which would safeguard employment for nearly half of the restaurant chain’s 4,500 staff members.

Private Equity Firms 70

Private Equity Firms Private Equity Firms Stock Exchanges Debt 70

The Motley Fool

OCTOBER 7, 2024

Recession fears have dogged the stock market for much of the last few years. The 2022 bear market was premised partly on the notion that the economy was headed for a recession as interest rates rose. More recently, economic pessimism has weighed on some stock market sectors , even as the broad market has reached an all-time high on enthusiasm for all things artificial intelligence (AI).

Leveraging 245

Leveraging Stock Market Stock Market Returns 245

AltAssets

OCTOBER 7, 2024

Mid-market private equity firm GHK Capital Partners has stormed to an $870m final close for its sophomore fundraise, beating both its target and hard cap. The post GHK Capital more than doubles debut fund size with above-hard-cap $870m Fund II close appeared first on AltAssets Private Equity News.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Capital Funds 69

The Motley Fool

OCTOBER 7, 2024

Almost 70 million Americans will receive a total of $1.5 trillion in benefits from Social Security this year. The program's checks are a key source of income for a majority of U.S. retirees. For some, they're a financial lifeline: One in seven recipients relies solely on them for income. As such an important part of millions of Americans' financial lives, the benefits must keep pace with inflation.

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Accounting 245

AltAssets

OCTOBER 7, 2024

Apollo Global Management has agreed a $3.6bn all-cash buyout of Barnes Group, a provider of precision components for the aerospace and industrial markets. The post Deal Roundup: Apollo buys Barnes in $3.6bn deal, Blue Owl invests in $10.5bn-managing IPI Partners appeared first on AltAssets Private Equity News.

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Buyout Investing Funds Capital 65

The Motley Fool

OCTOBER 7, 2024

Image source: Getty Images There's a lot of value to joining Costco, like saving money on groceries and the household essentials you need. But if you don't have a large household or don't cook often, then it may not make financial sense to spring for a Costco membership. You should know, though, that if you're not a member of Costco, it means you risk missing out on the warehouse club giant's low-cost fuel.

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Financing Finance 244

Financial Times M&A

OCTOBER 7, 2024

Plus, Jane Street comes for Goldman’s trading crown and Byju’s can’t find the money

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The Motley Fool

OCTOBER 7, 2024

We're in the swing of what many would consider peak sports season. Both college football and the NFL are happening; college basketball, NBA, and NHL teams are beginning to practice again; and the MLB is in the middle of its playoff season. It's the time of year when seemingly every day offers a reason to sit on the couch and catch a game. This time of year also means that sports betting is seemingly inescapable.

Amortization 244

Amortization Depreciation Earnings Before Interest Legal 244

Financial Times M&A

OCTOBER 7, 2024

Losses at YNAP have cost its parent billions of euros in writedowns

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The Motley Fool

OCTOBER 7, 2024

For a majority of the last two years, no trend has excited the investing community quite like the rise of artificial intelligence (AI). But in 2024, the euphoria surrounding stock splits has, arguably, played an equally critical role in lifting stock valuations. A stock split is a mechanism publicly traded companies have available that allows them to adjust their share price and outstanding share count by the same factor.

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New York Stock Exchange Stock Exchanges Returns Investors 244

Financial Times M&A

OCTOBER 7, 2024

Company becomes second-largest shareholder in world’s biggest offshore wind farm developer behind Danish government

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Stakes Shareholders Companies 61