The Motley Fool
JANUARY 15, 2024
Image source: Getty Images After the past few years of high inflation and revenge spending, you might want to save more money in 2024. But too often, saving money gets depicted as a lonely, solitary activity. Like if you want to save money, you have to deny yourself all joy. You have to stay home alone on Saturday nights, while your friends are out there where the action is.
The Big Picture
JANUARY 15, 2024
On Monday, I discussed reasons to be bullish or bearish in 2024. #2 in the bearish list is CRE/WFH : “The post-pandemic environment continues to be difficult for commercial office real estate. The banking sector has funded all of the construction and purchases over the past decade. Banks hold over $3 trillion in CRE; Unrealized losses on Treasuries and mortgages are about $684bn (Source: Torsten Slok, Apollo).
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The Motley Fool
JANUARY 15, 2024
Many investors might think of Broadcom (NASDAQ: AVGO) as a dusty slow-growth chipmaker like Texas Instruments. However, Broadcom has gone through several major transformations since its founding in 1991, and it has outperformed a lot of other tech stocks over the past eight years. On Feb. 1, 2016, Singapore's Avago Technologies closed its acquisition of the original Broadcom and adopted the American chipmaker's name.
Financial Times: Moral Money
JANUARY 15, 2024
Global inflows of $965bn last year was the second highest tally on record
The Motley Fool
JANUARY 15, 2024
Each year during the fall, Medicare participants are given an opportunity to make changes to their coverage during the program's annual open enrollment program. If you signed up for a new Medicare Part D drug plan or a new Medicare Advantage plan in late 2023, then hopefully, that new coverage is working out well so far. But what if it isn't? Maybe you went to make an appointment with your pulmonologist only to realize they're not considered in network based on your new Medicare Advantage plan.
A Wealth of Common Sense
JANUARY 15, 2024
Today’s Talk Your Book is brought to you by Helios: See here to learn more about Helios’ AI developments and their new trading capabilities. On today’s show, we discuss: How 2023 went for financial advisors Struggles with being a diversified investor during concentrated performance periods The growth of advisor tech in 2024 Helios’ utilization of AI How difficult it is to explain quant models to.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
FinSMEs
JANUARY 15, 2024
Detected, a London, UK- and NYC-based business onboarding tech company, raised $2.5M in funding. The round saw participation from Thomson Reuters Ventures, Love Ventures, existing investors and angels. The company intends to use the funds to continue to build the technology, and expand its business reach. Led by CEO Liam Chennells, Detected provides a business […] The post Detected Raises $2.5M in Funding appeared first on FinSMEs.
The Motley Fool
JANUARY 15, 2024
The Nasdaq Composite (NASDAQINDEX: ^IXIC) rebounded in spectacular fashion last year. After nosediving 33% in 2022 (its worst performance since the Great Recession), the index soared 43% in 2023. Given its tech-focused composition, the excitement surrounding generative artificial intelligence (AI) was a substantial tailwind, and ongoing innovation in the space could propel the Nasdaq higher in the future.
Financial Times M&A
JANUARY 15, 2024
Chief Bill Ford says demand for capital offers investment opportunity akin to the rise of smartphones
The Motley Fool
JANUARY 15, 2024
Every year since 2002, national pollster Gallup has surveyed retirees to gauge their reliance on Social Security income. In all 22 surveys, between 80% and 90% of then-current retirees noted that they lean on their monthly payout to cover at least some portion of their expenses. Considering how important Social Security is to the financial well-being our nation's aging workforce, workers with disabilities, and survivor beneficiaries, there's arguably no event more widely anticipated each year th
AltAssets
JANUARY 15, 2024
Alternative investment giant BlackRock has sealed a $12.5bn buyout of fund manager Global Infrastructure Partners to boost its exposure to the $1tn infra market. The deal comprises $3bn in cash and about 12 million shares of BlackRock common stock. GIP, which was founded in 2006, manages more than $100bn in client assets across infrastructure equity […] The post BlackRock boosts infra operation to $150bn AUM with buyout of investment major GIP first appeared on AltAssets Private Equity New
The Motley Fool
JANUARY 15, 2024
Artificial intelligence (AI) went viral in 2023 and took the stock market along for the ride. The tech-heavy Nasdaq Composite helped lead the charge, soaring 43% last year. Stocks that are focused on advances in generative AI booked some of the most notable gains, and it appears that trend could continue in 2024. The accelerating adoption of generative AI brings with it the promise of significant productivity gains.
AltAssets
JANUARY 15, 2024
Utah-based venture capital and growth investor Mercato Partners is back in the market for its third fundraise, eyeing up $250m - more than its two previous vehicles combined. The post Mercato back with super-sized restaurant-focused fundraise, eyes up $250m first appeared on AltAssets Private Equity News.
The Motley Fool
JANUARY 15, 2024
Artificial intelligence (AI) is poised to be this century's most revolutionary technology trend and deliver incredible wins for investors who back the right companies. On the other hand, this exciting new technology shift is also still in its infancy, and investing in the space comes with risk. When it comes to balancing risk and delivering big rewards, arguably no one is better than Berkshire Hathaway CEO Warren Buffett.
AltAssets
JANUARY 15, 2024
The European Union has created a €175m investment fund it hopes will stimulate an influx of private fund capital into security and defence projects in the region. The post EU launches €175m fund to boost its defence and security, aims to stimulate PE investing in area first appeared on AltAssets Private Equity News.
The Motley Fool
JANUARY 15, 2024
Living off dividend income can be a great goal to strive for in retirement. Expenses are often lower during your retirement years, and generating $50,000 in annual dividends can help you live comfortably. And while that is not a small amount of dividend income, generating that much in the future may not be as daunting of a challenge as it appears to be.
Private Equity Wire
JANUARY 15, 2024
Global investment giant BlackRock is making a major push into the alternative investments space having agreed to acquire Global Infrastructure Partners (GIP), in a deal worth $12.5bn, according to a report by Reuters. The deal includes $3bn cash payment, plus 12 million BlackRock shares, and will make BlackRock a major investor in ports, power, and digital infrastructure projects around the globe.
The Motley Fool
JANUARY 15, 2024
Image source: Getty Images If you want to buy life insurance to protect your loved ones in case of your death, a common debate is whether it's better to get term life insurance or whole life insurance. Term life insurance offers financial protection for a specific amount of time, or "term" -- such as 10 years, 20 years, or more. Whole life insurance, sometimes called permanent life insurance, is a life insurance policy that lasts for your "whole" (entire) life.
Private Equity Wire
JANUARY 15, 2024
Private equity firm PAI Partners is in the early stages of exploring options for Froneri, its ice cream joint venture with Nestlé that includes brands like Häagen-Dazs, including a sale of the business, according to a report by Bloomberg. The report cites people familiar with the matter as revealing that the business could be valued at more than $10bn, with PAI also said to be considering an IPO.
The Motley Fool
JANUARY 15, 2024
One of the most visible big-name investors on Wall Street is Ark Invest CEO Cathie Wood. Wood invests in many areas of emerging technology including artificial intelligence (AI) and genomics. But perhaps Wood's most bullish stance revolves around electric vehicle (EV) company Tesla (NASDAQ: TSLA). Wood has been a longtime supporter of Tesla's eccentric CEO Elon Musk who shares his vision of the company spanning beyond EV production.
AltAssets
JANUARY 15, 2024
CVC Capital Partners has agreed to buy Italian quick-service restaurant chain La Piadineria from fellow private equity major Permira. The company has more than 400 locations across Italy, and specialises in Piadina flatbreads cooked on premises and filled according to customer wishes. Permira acquired La Piadineria at the beginning of 2018, and has since seen […] The post AltAssets private equity deal roundup – January 15, 2024 first appeared on AltAssets Private Equity News.
The Motley Fool
JANUARY 15, 2024
I add money to my retirement account each month. That gives me the cash to increase my existing positions and add new ones to my portfolio. However, since I already own more than 100 stocks, I must have a very high conviction about a new company to bring it into the fold. ADP (NASDAQ: ADP) and EQT (NYSE: EQT) have become two high-conviction stocks for me.
Private Equity Wire
JANUARY 15, 2024
Global law firm Goodwin has appointed John Anderson as Partner in the firm’s private investment funds practice in its London office. Anderson advises clients on regulatory, tax, financing and structuring issues in all aspects of fund formation. In particular, Anderson focuses on senior and subordinated debt, venture debt and other credit fund strategies.
The Motley Fool
JANUARY 15, 2024
Image source: Getty Images Between October and November of 2023, there was no change in the amount of pending home sales in the U.S., according to the National Association of Realtors (NAR). Home affordability was recently at a near four-decade low, so the lack of change may not seem surprising. But the lack of home buying coincided with a significant drop in mortgage interest rates.
Financial Times: Moral Money
JANUARY 15, 2024
‘ESG’ falls out of favour but climate risks loom large
The Motley Fool
JANUARY 15, 2024
DocuSign (NASDAQ: DOCU) was one of the darlings of the pandemic. As the population locked down, the company provided the perfect avenue for contract executions in a world where people had to avoid close personal contact. That growth led to the stock price peaking at more than $300 per share in 2021, and one could understand the optimism at the time.
Private Equity Wire
JANUARY 15, 2024
Independent insurance broking business the Ardonagh Group, is looking to raise as much as $5bn from private credit firms in what would be the largest ever direct lending deal, according to a report by Bloomberg. The report cites people with knowledge of the matter as confirming that the firm, which is no stranger to the private debt markets, having raised what was then then biggest ever loan from private credit firms back in 2020, wants the financing to help refinance debt, re-organise its balan
The Motley Fool
JANUARY 15, 2024
In Warren Buffet's 1988 letter to Berkshire Hathaway shareholders he wrote "when we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." What Buffett fully understands is that long-term compound interest is an investor's best friend. Holding shares of a growing business over many years can truly work wonders for an investor's financial goals.
Private Equity Wire
JANUARY 15, 2024
CVC Capital Partners Fund VIII (CVC Funds) has agreed to acquire 100% of the Italian quick-service restaurant chain, La Piadineria, from funds advised by global private equity investment firm Permira. La Piadineria is the second-largest restaurant chain in Italy, operating more than 400 locations in city centres, malls, retail parks and travel hubs across the country.
The Motley Fool
JANUARY 15, 2024
Image source: Getty Images Credit card debt can be expensive, but unfortunately it's pretty common for people to carry a balance. It's definitely understandable that many Americans owe money on their cards, as sometimes keeping up with everyday expenses can be difficult without that extra buying power that credit cards provide. But just how many Americans owe, and what should you do if you're one of the many who is carrying a balance?
XY Planning Network
JANUARY 15, 2024
I cringe as I write the words “how to fly under the radar,” but unfortunately, we live in a world - and you work in an industry - that doesn’t always allow for smooth, transparent, and easy communication about exits and pivots. We know from experience that if you’re considering going out on your own in the financial services space, you may want to think twice before you start bragging about it at your office.
The Motley Fool
JANUARY 15, 2024
Sometimes it can take painstaking patience to be a growth stock investor. A stock may spend multiple years in the gutter even though its business fundamentals are consistently improving. This can be a frustrating experience, but it can provide fantastic buying opportunities for investors with an extended time horizon. Coupang (NYSE: CPNG) describes this bifurcation to a T.
AltAssets
JANUARY 15, 2024
Federated Hermes' head of North America private equity Brooks Harrington explores how the current macroeconomic conditions, volatile public markets and lack of exit liquidity are set to shape private equity investing in 2024. The post Low liquidity, elusive debt: why private equity’s current problems are the perfect recipe for co-investment first appeared on AltAssets Private Equity News.
The Motley Fool
JANUARY 15, 2024
Symbotic (NASDAQ: SYM) stock absolutely crushed the market in 2023, zooming 329.9% higher according to data provided by S&P Global Market Intelligence. Here's what that number means: If you'd bought Symbotic shares worth $10,000 on the first trading day of 2023, you'd have nearly $42,300 by the time the stock market closed on Dec. 31. Listed in June 2022, Symbotic grew leaps and bounds last year.
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