Tue.Jun 18, 2024

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The Best Reason to Take Social Security Long Before Age 70

The Motley Fool

Ideally, retirement is one of the best times of someone's life. After decades of working, they can spend their time traveling, picking up new hobbies, spending extra time with family, or whatever their heart desires. Despite how liberating retirement can be, it also comes with important decisions. One of those decisions is when to claim Social Security, which permanently affects your monthly benefit.

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Partners Group closes its 5th direct PE program with USD$15bn

Private Equity Insights

Partners Group, one of the largest firms in the global private markets industry, has surpassed its target of USD 15.0bn in client commitments for its fifth direct private equity program. The Program comprises commitments to Partners Group’s fifth direct private equity fund, Partners Group Direct Equity V[2], and to the bespoke client solutions and open-ended funds that allocate to the same direct private equity strategy.

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The Social Security Cost-of-Living Adjustment (COLA) Forecast for 2025 Was Just Revised Lower, but Retirees May Have a Bigger Problem

The Motley Fool

Social Security recipients get an annual cost-of-living adjustment (COLA) to protect the buying power of their benefits from inflation. However, more than two-thirds of retirees surveyed by The Senior Citizen Leagues said the 3.2% COLA in 2024 was too small, meaning benefits did not increase enough to cover their elevated expenses. Unfortunately, those retirees may face more financial difficulties next year.

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Waterland acquires Irish energy technology companies in €50m investment

Private Equity Insights

Caldor Solar and Zetta Home Services will now contribute to the Irish arm of the Dutch private equity firm’s portfolio of companies focused on decarbonising the economy. Private equity firm Waterland Ireland has acquired a majority stake in two Irish energy technology companies, Caldor Solar and Zetta Home Services, in a €50 million investment to expand the group.

Companies 147
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How to Build a Million-Dollar Roth IRA for Your Child Starting in 2024

The Motley Fool

As soon as your child starts earning income, you should consider opening a custodial Roth IRA. Roth IRAs are a hit among savers because you can pay your tax bill upfront and enjoy tax-free income later. This can be a perfect setup for your child since they are typically in a lower tax bracket when they are younger. Even better, the financial knowledge gained could turn into a million-dollar Roth IRA for your child if you get the ball rolling now.

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Chasing the Biggest Stocks

A Wealth of Common Sense

The stock market looks a lot like the wealth profile in this country — the rich keep getting richer. That richness can be expressed in a couple of different ways. First up is market cap. The biggest stocks are a lot bigger than the others: Corporations in the S&P 500 aren’t evenly distributed. In fact, the top 25 companies in the S&P 500 are as big as the rest of the index combined.1 The biggest sto.

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NorthWall Capital Raises More Than €640m for European Opportunities Strategy

Private Equity Insights

NorthWall Capital (“NorthWall”), a leading credit investment firm delivering private capital solutions to counterparties in Western Europe, today announces the final close of its flagship NorthWall European Opportunities Fund II and associated vehicles (“NWEOF II” or “the Fund”), attracting more than €640m in investor commitments. The Fund and associated vehicles surpassed the €500m target, receiving strong support from new and existing global institutional investors and more than doubling the s

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Billionaire David Tepper Has 25% of His Portfolio Invested in 3 Brilliant AI Stocks

The Motley Fool

David Tepper's Appaloosa is the 12th most profitable hedge fund in history as measured by net gains since inception. The hedge fund returned 58% during the three-year period that ended in March 2024, while the S&P 500 (SNPINDEX: ^GSPC) returned just 32% during the same period. That makes Tepper an excellent case study for investors. With that in mind, Tepper had nearly 25% of his Appaloosa portfolio invested in three artificial intelligence stocks as of the March quarter: Amazon (NASDAQ: AMZ

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Gryphon’s Thermal Products Platform Stay Hot

Private Equity Professional

Thermal Technology Distribution Solutions , a distributor of industrial temperature management products and a portfolio company of Gryphon Investors , has acquired Thermal Devices. Family-owned Thermal Devices is a Maryland-based distributor of industrial electric heaters, controls, and thermocouples. Also included in this transaction is Heat Tracing Sales , the company’s heat trace cables, controls, and engineering support business serving mechanical and electrical contractors.

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Forget Nvidia: Wall Street Is Bullish on Another Unstoppable Artificial Intelligence (AI) Stock

The Motley Fool

Nvidia was a $360 billion company just 18 months ago. Today, it sports a $3.3 trillion valuation, and it owes that remarkable growth to its graphics chips (GPUs) for data centers, which are designed for processing artificial intelligence (AI) workloads. Although Nvidia has captured the lion's share of the value created by AI so far, the industry is expanding quickly, and a number of other companies are participating.

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CuspAI Raises $30M in Seed Funding

FinSMEs

CuspAI, a Cambridge, UK-based AI company building a platform for materials that enhance sustainability, raised $30M in Seed funding. The round was led by Hoxton Ventures, with participation from Basis Set Ventures, Lightspeed Venture Partners, LocalGlobe, Northzone, Touring Capital, Giant Ventures, FJ Labs, Tiferes Ventures, Zero Prime Ventures, Mehdi Ghissassi, and Dorothy Chou.

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4 Businesses You Can Start With Less Than $1,000

The Motley Fool

Image source: Getty Images Do you dream of starting your own business but have minimal savings for upfront costs? I have some good news -- you don't need thousands of dollars to start a company. There are many small businesses that you can run without making a substantial initial investment. Believe it or not, you may even be able to keep your business start-up costs well under $1,000.

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US biotech Illumina faces steep loss from forced sale of Grail

Financial Times M&A

Shares in cancer-test developer trading in low volumes ahead of spin-off demanded by antitrust regulators

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Where Will Chipotle Stock Be in 5 Years?

The Motley Fool

It may sound silly to ask where restaurant company Chipotle Mexican Grill (NYSE: CMG) will be in five years. After all, five years is a long time, and a lot can happen. But making reasonable assumptions about the long term is essential for investors, and five years is a reasonable time frame to consider. According to a 2006 study from Boston Consulting Group, top-line growth, profit-margin improvement, and higher valuations have historically been the three most significant factors for winning st

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Shell beats Saudi Aramco to Temasek’s LNG business

Financial Times M&A

Purchase of Singapore-based Pavilion Energy is its latest bet on the fossil fuel

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3 No-Brainer Dividend Stocks to Buy Right Now for Less Than $1,000

The Motley Fool

Dividend stocks can be excellent long-term investments. Over the last 50 years, the average dividend stock has outperformed the equal-weighed S&P 500 index, with the best total returns coming from dividend growers. REITs tend to be great dividend growth stocks. Agree Realty (NYSE: ADC) , Rexford Industrial Realty (NYSE: REXR) , and Invitation Homes (NYSE: INVH) are among the many REITs with excellent records of steadily increasing their dividends.

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Hargreaves Lansdown supports £5.4bn private equity takeover

Financial Times M&A

Consortium led by CVC makes improved offer for retail investment platform

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Nvidia and Broadcom Have Each Announced Stock Splits: These Are the 3 Most-Logical Candidates to Become Wall Street's Next Stock-Split Stocks

The Motley Fool

What's rarer than the planets aligning in the night sky? The answer is Wall Street's two hottest trends intersecting: artificial intelligence (AI) and stock splits. AI, which involves the use of software and systems for tasks that humans would normally undertake or oversee, has the potential to completely change the long-term growth arc for businesses worldwide.

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Green bond issuance surges as investors hunt for yield

Financial Times: Moral Money

Sustainable debt raises $273bn in first quarter, in contrast to downturn in ESG stock funds

Investors 101
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Global Entry Is About to Get More Expensive

The Motley Fool

Image source: Upsplash/The Motley Fool Going through customs when returning to the United States after traveling on an international flight can be time-consuming. After a lengthy flight, the airport customs line is the last place you want to be when you're craving a long shower and a change of clothes. However, a Global Entry membership can save time and get you through customs faster.

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GEF Capital Launches Solar Installation Platform

Private Equity Professional

GEF Capital has partnered with a solar energy veteran to launch Civic Renewables as a new platform company. Civic Renewables will acquire local solar energy companies in order to construct a national network of clean energy businesses. To date, the platform has closed the acquisitions of two local solar installation businesses including Pittsburg-headquartered Green Rack Solar which specializes in residential solar installations in Western Pennsylvania and Ohio; and Washington DC-headquartered I

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4 Reasons to Buy Walt Disney Stock Like There's No Tomorrow

The Motley Fool

The past three years have been tough for The Walt Disney Company (NYSE: DIS). Ditto for shareholders. After soaring during the first half of the COVID-19 pandemic, Disney stock has been upended by a combination of rising costs, waning interest in theatrical films, the ongoing demise of cable TV, and an activist investor. End result? Walt Disney shares are priced at half of their peak reached in early 2021, and falling again.

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Blackstone Real Estate and MRP Group Increase Price of All-Cash Tender Offer for Terrafina

Blackstone News

NEW YORK & MEXICO CITY — Blackstone Real Estate and MRP Group, a developer, owner and operator of real estate in Mexico, today announced that a Mexican trust formed by their affiliates has increased the price of its tender offer for up to 100% of the outstanding real estate trust certificates of Terrafina (BMV:TERRA 13) by Ps.1.00 per certificate to a purchase price of Ps.39.50 per certificate.

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Here Is the Best Cannabis Stock to Buy Now

The Motley Fool

The global cannabis market is poised for explosive growth between 2024 and 2030, as more countries legalize marijuana for medical and recreational use. According to a report by Grand View Research, the global legal marijuana market is expected to reach $102.2 billion by 2030, representing a compound annual growth rate (CAGR) of 25.7% over this six-year period.

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Deal Roundup: CVC-led group sells GEMS Ecucation to Brookfield consortium, Audax seals ELM sale

AltAssets

A CVC-led consortium has agreed to sell a majority of its stake in GEMS Education to a consortium led by Brookfield Asset Management. GEMS Education has grown from a single school, following the 1959 arrival of the founding Varkey family to Dubai as teachers, to become the world’s largest provider of private K-12 education. In […] The post Deal Roundup: CVC-led group sells GEMS Ecucation to Brookfield consortium, Audax seals ELM sale first appeared on AltAssets Private Equity News.

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My Top Artificial Intelligence (AI) Stock to Buy Now (and It's Not Nvidia)

The Motley Fool

Artificial intelligence (AI) demands increased computing power, which has been a boon for technology infrastructure and semiconductor companies like Nvidia. These companies benefit from the need to run complex AI models no matter where they come from. Enterprise-software companies like Adobe (NASDAQ: ADBE) are challenged because they have to prove AI is worth investing in.

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Advent International exits ship management company V Group

Private Equity Wire

A consortium led by Western Europe-focused private equity firm STAR Capital has agreed to acquire V Group, a provider of technical management and marine services to fleet owners and operators in the maritime industry, from US private equity firm Advent International. The transaction is expected to complete this autumn. Aditya Bindal, Partner at STAR, highlighted V Group’s “strong brand and leading position in a highly fragmented market” and described it as “a natural leader” in the services t

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Will Artificial Intelligence (AI) Drive Microsoft Stock to $550? 1 Wall Street Analyst Thinks So.

The Motley Fool

It's easy to get caught up on Wall Street's never-ending cycle of upgrades and downgrades. After all, these analysts live and breathe these stocks and have all the latest data. However, for serious investors, short-term stock price movements are completely meaningless, but the logi c behind the analysts' sentiments can provide valuable insight into what's ahead for the company.

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Greenbrook promotes four and adds two

Private Equity Wire

Greenbrook, a communications advisor to the investment industry specialising in private equity, private credit, hedge funds, debt restructuring and special situations, has added Cecilie Oerting as a director and Natasha Bragoli as a consultant. Oerting was most recently at international PR and corporate communications agency Brunswick Group in Singapore and London, where she advised multinational companies across finance, technology and consumer, on corporate reputation.

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Got $1,000? 3 Stocks to Buy Now While They're On Sale

The Motley Fool

The market is moving higher this year, but there are still plenty of investments that didn't get the memo. Less than 13% of the market's exchange-listed stocks have lost more than a third of their value in 2024. This is where you can find some good sales if you know what to look for in an out-of-favor opportunity. Sirius XM Holdings (NASDAQ: SIRI) , Lululemon Athletica (NASDAQ: LULU) , and Roku (NASDAQ: ROKU) have all fallen by at least 39% this year.

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CalPERS accelerates recruitment for private credit, PE, compliance

Private Equity Wire

CalPERS, the $499.7bn California Public Employees’ Retirement System based in Sacramento, is looking to strengthen its private credit, private equity, and compliance and risk teams amid increased allocations and staffing challenges, according to a report by Pensions & Investments. According to Wilshire Advisors, the board’s general investment consultant, CalPERS is currently understaffed in private credit.

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Are Your Retirement Savings Above or Below Average?

The Motley Fool

Image source: The Motley Fool If you're not completely confident in your retirement savings, you're not alone. While 67% of Americans have a retirement account, only 34% believe their retirement savings is on track, according to recent Federal Reserve data gathered by The Motley Fool. It may help to see what the typical American has put away for retirement to know where you stand.

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Kfund brings in €70m for new southern Europe-focused early-stage tech fund

AltAssets

Southern Europe-focused tech investor Kfund has raised €70m for its latest flagship fund. The post Kfund brings in €70m for new southern Europe-focused early-stage tech fund first appeared on AltAssets Private Equity News.

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Is It Too Late to Buy Nvidia Stock Now?

The Motley Fool

Nvidia (NASDAQ: NVDA) has been around since the early 1990s and progressively grew earnings over the years by serving the video game industry. The company makes graphics processing units (GPUs), the chips that fuel the speed and action needed to make games come alive on the screen. But Nvidia only took center stage in recent years, when it became clear its GPUs also would be gamechangers for something else: artificial intelligence (AI).

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