Sat.Oct 19, 2024 - Fri.Oct 25, 2024

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The New Normal of Negativity

A Wealth of Common Sense

There are certain financial publications that you can just tell have a European bent to them. They use words with an extra “u” like favourite, glamour, or colour. They use cheque instead of check. And per cent has a space for some reason. The Financial Times and The Economist come to mind. The Economist has a new special report with a series of stories about how America is the envy of the world, economically s.

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Here's How to Plan Your Costco Shop for the Biggest Savings

The Motley Fool

Image source: Getty Images I have rarely, if ever, flown by the seat of my pants. I'm a planner by nature. I make lists, I weigh options, I do research. While this doesn't exactly make me the life of the party, it does lead to significant savings when I shop, whether it's finding a flight deal, like-new secondhand clothing, or major grocery savings.

Financing 246
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3%: Great Depression, GFC, 1970s & 2020s?

The Big Picture

What do the Great Depression, the Great Financial Crisis, the Stagflationary 1970s, and the upcoming 10-years have in common? If you are a strategist at Goldman Sachs , then a lot. At least if you do forecasts for market returns over the next decade (lol), you may see incredible similarities. ICYMI: David Kostin and his team of strategists see a 72% chance the S&P 500 underperforms Treasuries, and a 33% possibility equities return less than inflation.

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Behind AustralianSuper’s global expansion

Top 1000 Funds

London-based AustralianSuper deputy CIO Damian Moloney oversees the global expansion plans of Australia’s largest superannuation fund. While a global presence has clear benefits for the fund and its members, Moloney’s advice to others contemplating the same is to plan extensively and build early.

Funds 105
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3% Stock Market Returns For the Next Decade?

A Wealth of Common Sense

The U.S. stock market has been on fire of late. But it doesn’t feel like we’ve entered the euphoric phase of investor psychology just yet. In fact, many prognosticators have been lowering expectations. Goldman Sachs put out a research piece that posits the S&P 500 could return just 3% annualized over the next 10 years (just 1% after inflation): These are their baseline assumptions and they offer a range o.

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Does It Really Make Sense to Work While on Social Security? It Depends on These 2 Factors

The Motley Fool

For today's workers, retirement may look much different from that of previous generations. Fifty-six percent of baby boomers expect to continue working past age 70 or never retire at all, according to a 2024 report from the Transamerica Center for Retirement Studies, and 82% of that group is doing so for financial reasons. Image source: Getty Images.

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Hypha announces first close of its maiden UK fund

AltAssets

Hypha Private Equity has revealed it has made the first close and launch of its UK and Ireland lower mid-market fund on £73m. According to Insider Media, the Hypha team will financially back technology, healthcare and advanced manufacturing SMEs. The plan for the company will be to make investments ranging between £3m and £15m into […] The post Hypha announces first close of its maiden UK fund appeared first on AltAssets Private Equity News.

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Where Does Economic Growth Come From?

A Wealth of Common Sense

Earlier this week I wrote about how America is the envy of the world.1 There was plenty of pushback. Many Europeans pointed out we have plenty of other problems plus a far worse safety net than they do. Fair enough. There were also a lot of comments on inequality, even though I addressed that in the piece. It is worth noting research shows 40% of the rise in income inequality has been undone since 2020.

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Nvidia Stock Could Soar Another 38%, According to 1 Wall Street Firm

The Motley Fool

Nvidia (NASDAQ: NVDA) has been in scintillating form on the stock market in 2024, reaching gains of nearly 180% as of this writing. This is due to the robust growth that the company has been clocking in recent quarters on account of the strong demand for its graphics cards deployed in artificial intelligence (AI) servers. The stock's median 12-month price target of $150 -- as per 64 analysts who cover Nvidia -- indicates that there isn't much upside on offer as it points toward gains of just 9%

Banks 246
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WhiteHawk Capital closes Fund IV at $1.1bn

Private Equity Wire

WhiteHawk Capital Partners, an asset based direct lending investment manager, has held the final closing of WhiteHawk Fund IV (WH IV) with total equity commitments of over $1.1bn, which includes the main fund and related investment vehicles. The total capital base of the fund and its related vehicles is expected to be over $1.5bn, including equity commitments and anticipated leverage.

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Deal Roundup: EQT, CPPIB reinvest in Nord Anglia through $14.5bn deal, Truelink Capital to buy GES

AltAssets

EQT and CPPIB have reinvested in Nord Anglia Education through a $14.5bn deal which sees Neuberger Berman Private Markets come in as a fellow investor The post Deal Roundup: EQT, CPPIB reinvest in Nord Anglia through $14.5bn deal, Truelink Capital to buy GES appeared first on AltAssets Private Equity News.

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Am I a Permabull?

A Wealth of Common Sense

We also answered questions about how to write engaging content, defining your audience when writing, how to balance stories vs. numbers in a presentation and more. Further Reading: 50 Ways the World is Getting Better 1The other choices were What I Learned Losing a Million Dollars and The Money Game. The post Am I a Permabull? appeared first on A Wealth of Common Sense.

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Prediction: Chipotle Mexican Grill Stock Will Outperform Starbucks Stock Over the Next 5 Years

The Motley Fool

A change in CEO can have a significant impact on a company's growth strategy and a stock's overall trajectory. And that's what Starbucks (NASDAQ: SBUX) is hoping for, after luring away Brian Niccol from Chipotle Mexican Grill (NYSE: CMG) earlier this year. The company made great efforts to do so and is paying the executive a significant compensation package to help the coffee chain get back to generating strong growth numbers.

Prospects 246
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France’s Wendel to acquire private capital specialist Monroe Capital in $1.13bn deal

Private Equity Wire

French investment firm Wendel is to acquire a 75% stake in US asset management company Monroe Capital (MRCC.O) for $1.13bn in a move aimed at strengthening the firm’s presence in the growing private credit market, and boosting its asset management business, according to a report by Reuters. The acquisition will boost Wendel’s exposure to high-performing asset classes, providing the company with recurring cash flows and targeting double-digit shareholder returns.

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Meet the Future of Financial Tech: Winners of AdviceTech of XYPN LIVE 2024

XY Planning Network

Join us at XYPN LIVE 2024 for the AdviceTech Competition, where innovative solutions are showcased, with CurrentClient winning Best in Show and Quivr CRM as Advicer’s Choice!

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For more business, refocus from ‘get’ to ‘give’

Million Dollar Round Table (MDRT)

By Sandy Schussel Most financial advisors and insurance professionals are taught to prospect by marketing themselves to prospective clients. They put in long hours and spend good money on lead lists, social media and other marketing activities. Often, they notice that despite their best efforts, not much is happening. They aren’t growing and getting great clients.

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2 Billionaire-Owned Cryptocurrencies to Buy This Week

The Motley Fool

Cryptocurrencies are having a bullish week. The price of many crypto assets recently set all time highs, and experts believe even more upside could be on the way. Whether you're an experienced crypto investor or just starting out, here are two billionaire-backed cryptocurrencies worth digging into this week. This classic cryptocurrency could still have 5,300% in upside left When it comes to cryptocurrencies, nothing has ever been able to topple Bitcoin (CRYPTO: BTC).

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Private Equity Wire European Emerging Managers Summit 2024

Private Equity Wire

The early stages of management firms and funds are critical to success, and this half-day summit, in London on 14 November, aims to support just that. Aimed at management firms and funds in their early stages of development, as well as managers and funds operated by women and leaders from diverse backgrounds, the summit is your bridge to a new understanding of each of the critical steps involved to successfully establish a business and bring new funds to market.

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Linden Capital eyes up to $4.5bn for latest flagship healthcare fundraise

AltAssets

Healthcare investor Linden Capital is upping the stakes for its latest flagship fundraise, with eyes on up to $4.5bn for the vehicle. The post Linden Capital eyes up to $4.5bn for latest flagship healthcare fundraise appeared first on AltAssets Private Equity News.

Capital 96
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Can BlackRock land private credit’s ‘big whale’ HPS?

Financial Times M&A

After years of preparation, the pioneering alternatives firm is on the verge of a deal or IPO

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Act Fast to Save $25 on Uber Gift Cards at Costco

The Motley Fool

Image source: Author Ride-hailing and food delivery apps make life easier. But the cost of using these services can add up fast. If you're an Uber or Uber Eats customer, you may not realize how much you spend each year for added convenience. But I have good news: You can get a discount on Uber rides and Uber Eats orders -- without being an Uber One subscriber.

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ARX holds first close of fifth fund, eyes Czech Republic

Private Equity Wire

ARX Equity Partners (ARX), a lower mid-cap focused private equity firm operating in Central Europe, has secured the first close of its fifth fund, ARX CE V (the Fund), with total subscribed commitments of €78m. The fund, which has a target of €100m and hard-cap of €125m, will continue to execute ARX’s strategy of investing in lower mid-cap SMEs in selected Central European countries, with a focus on B2B businesses operating in areas such as manufacturing and business services, and select sub-sec

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Anzu brings in ex-JP Morgan exec as senior vice president of capital solutions

AltAssets

Industrials and life science-focused investor Anzu Partners has brought in Joseph Clark III as senior vice president of capital solutions. The post Anzu brings in ex-JP Morgan exec as senior vice president of capital solutions appeared first on AltAssets Private Equity News.

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Michael Kors and Kate Spade owners’ $8.5bn merger blocked by US judge

Financial Times M&A

Decision is a win for antitrust regulators who had argued a deal would strangle competition in ‘accessible luxury’ market

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Meet the Unstoppable Stock That Could Join Apple, Nvidia, Microsoft, Alphabet, Amazon, Meta, and Taiwan Semiconductor in the $1 Trillion Club by 2030.

The Motley Fool

One of the biggest secular tailwinds of the past several years has been that of artificial intelligence (AI). Lest there be any question, a quick scan of the top-ranking companies by market cap helps to dispel any remaining doubts. In fact, nearly all the companies in the $1 trillion club have one thing in common -- they are each developing, deploying, or manufacturing products on the cutting edge of AI.

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European PE buyouts to increase in size and frequency, say dealmakers

Private Equity Wire

The highly anticipated €16bn ($17.36bn) acquisition of Sanofi’s consumer health unit by buyout firm Clayton, Dubilier & Rice (CD&R) could signal a surge in large private equity deals across Europe, according to a report by Bloomberg citing comments from investors and analysts. They point to several factors driving this trend, including record levels of uninvested capital, more affordable financing due to falling interest rates, and pressure from investors seeking returns through asset sa

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The new corporate green goal: being ‘nature positive’

Financial Times: Moral Money

More companies are committing to protect and improve biodiversity.

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Nigeria rejects Shell’s planned sale of $1.3bn onshore production unit

Financial Times M&A

The decision comes the same day as ExxonMobil wins approval for its long-delayed asset sale in Niger Delta

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Michael Burry Is Betting the House on Chinese Stocks and This Billionaire Investor Is Too. Should You Follow Them?

The Motley Fool

Even if you're just a casual investor, there's a good chance you're familiar with Michael Burry. He's the contrarian hedge fund manager made famous by The Big Short , the Michael Lewis book-turned-movie that chronicled the investors who saw the 2008 collapse of the financial system early and bet accordingly. Burry's Scion Capital Management made $725 million for his investors by betting against mortgage-backed securities back then, and he pocketed $100 million for himself.

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Pension takes GP stake in SME-focused private equity firm

Private Equity Wire

Texas Permanent School Fund (Texas PSF) has made an anchor investment of $200m in private equity firm Velocity Capital Management’s Opportunity Fund, with an agreement to negotiate acquiring a minority interest in the firm targeted to close in the fourth quarter. As part of this agreement, Texas PSF is allocating additional capital for co-investment, credit and real estate opportunities within Velocity’s areas of investment and operational experience – which include the sports, media, and entert

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Ex-Oaktree execs looks to bridge VC, PE gap with €120m ‘venture equity’ fundraise

AltAssets

Resurge Growth Partners has launched a "venture equity" fund designed to bridge the critical gap between VC and private equity for high-potential European and Israeli scaleups. The post Ex-Oaktree execs looks to bridge VC, PE gap with €120m ‘venture equity’ fundraise appeared first on AltAssets Private Equity News.

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Carlyle drops bid for Thyssenkrupp defence unit over Berlin indecision

Financial Times M&A

US firm faced government reluctance over private equity involvement in German naval vessel maker

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3 Sweet Dividend Stocks to Treat Your Portfolio With This Halloween

The Motley Fool

Buying high-yielding dividend stocks can be scary, even when it's not Halloween. You can be tricked into thinking that a high payout is safe, only to watch management cut it later on. And when those reductions come, not only will your dividend income diminish, but the market will likely bid down the stock price too. But there are some great dividend stocks to buy right now that not only have high yields but are also considered safe and can make for excellent investments for years to come.

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MidOcean Partners appoints Global Head of Capital Formation

Private Equity Wire

MidOcean Partners (MidOcean), a New York-based alternative asset manager focused on mid-market private equity, structured capital, and alt credit investments, has appointed Jon Fox, former President of Värde, as Global Head of Capital Formation. Fox brings several decades of leadership and alternative asset management experience that will help enhance and expand MidOcean’s investor relationships globally, and position the firm to continue to meet investors’ evolving needs.

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