The Motley Fool

SEPTEMBER 9, 2024

Two weeks ago, Wall Street and retail investors alike held their breath as Federal Reserve Chairman Jerome Powell took the stage at the Economic Symposium in Jackson Hole, Wyoming. While the investment community listened to Powell's every word, the following remark seems to have resonated well: "The time has come for policy to adjust."

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Banks Financial Services Leveraging Prospects 241

The Motley Fool

DECEMBER 15, 2023

Investors who are looking for growth in their portfolio may be captivated by technology stocks, especially given all of the recent hoopla around artificial intelligence (AI). BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure. Data source: YCharts. Data source: YCharts.

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Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

The Motley Fool

OCTOBER 3, 2024

But JPMorgan Chase (NYSE: JPM) has been a huge winner for investors. In the past 24 months, shares of this money-center bank have produced a total return of 106%. This gain is well ahead of what the S&P 500 index was able to do for investors. By looking at the bull and bear cases, investors can make a more informed decision.

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The Motley Fool

DECEMBER 13, 2023

If you're considering buying Bank of America stock today, here are four things you'll want to consider. bank and offers a variety of financial services With over $2.5 trillion in assets, BofA is the second-largest bank in the U.S., Its traditional banking business benefits during times of rising interest rates.

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Banks Investment Banks Investment Banking Assets 223

The Motley Fool

JANUARY 25, 2024

Before you buy stock in Goldman Sachs Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now. Jason Moser: I think it's with Goldman Sachs, Goldman is not the first bank I think that comes to people's minds when we think about consumer banking.

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The Motley Fool

APRIL 28, 2024

BDCs are a reliable source of dividend income because these companies are required to pay out at least 90% of their taxable income to investors each year. Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

Private Equity Insights

MAY 21, 2024

Discover the advantages of a relationship bank providing leverage on both fund and portfolio level, optimizing your investments for maximum returns. While large financial sponsors in European space tend to seek global investment bank financing, local funds often turn to domestic banks.

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The Motley Fool

AUGUST 18, 2023

When one thinks of prestigious, white-shoe, Wall Street investment banks, Goldman Sachs (NYSE: GS) and Morgan Stanley (NYSE: MS) are often the first two firms that come to mind. They've been around a long time and remain two of the largest and most successful financial services institutions in the world.

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The Motley Fool

MAY 5, 2024

Bank of America Investors might be a bit hesitant to own any bank stocks right now. The industry is on the defensive, dealing with rising loan defaults and delinquencies at the same time it's experiencing tepid demand for other banking services. The Motley Fool recommends Discover Financial Services.

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The Motley Fool

JULY 9, 2024

Among bank stocks , it's a distant fourth place. Here's a rundown of the bank stocks Berkshire still owns and the market value of each: Bank Value of Berkshire's Investment Bank of America $41 billion American Express $35 billion Citigroup $3.5 billion Ally Financial $1.2 billion Capital One $1.7

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The Motley Fool

SEPTEMBER 18, 2024

For many investors, and not a few analysts, JPMorgan Chase (NYSE: JPM) is best-in-class among the large U.S. Led by longtime Chief Executive Officer Jamie Dimon, the company is a powerhouse in numerous segments of banking, including but certainly not limited to commercial lending, investment banking, and credit card issuance.

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The Motley Fool

JULY 15, 2023

But as a long-term investor, I've learned that the more important thing to know is that bull markets, on average, last longer than bear markets, and they generate higher returns than bear markets do losses. Two market leaders There are some key attributes that these two financial-services giants share that make them good bull-market buys.

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Mergers and Acquisitions Initial Public Offering Exchange-Traded Funds Investment Banks 130

Private Equity Insights

JUNE 14, 2023

GrowthCurve Capital has held the final close of its inaugural private equity fund, GrowthCurve Capital Partners I, with total capital commitments of $1.4bn for the fund and related co-investment vehicles. read more SMBC, AIIB, and Intermediate Capital Group will invest $250m in Amp Energy India to drive expansion plans.

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Private Equity Firms Private Equity Firms Capital Pension Funds 130

Private Equity Insights

APRIL 12, 2024

As part of the investment, Corlytics will expand its board of directors with the addition of Simon Russell as Chair. Russell previously led technology investment banking at Nomura and Dresdner Kleinwort and served on banking management committees, now working as a Chair and Non-Executive Director at various international software companies.

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Stakes Private Equity Firms Private Equity Firms Banks 130

The Motley Fool

AUGUST 27, 2023

Nearly 38% of Buffett's portfolio is invested in one sector if Apple is left out of the mix. Ten of those stocks are in the financial services sector. Stock % of Portfolio With Apple Included % of Portfolio Excluding Apple Bank of America (NYSE: BAC) 8.5% Capital One Financial (NYSE: COF) 0.4% Visa (NYSE: V) 0.6%

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Portfolios Exchange-Traded Funds Banks Financial Services 100

The Motley Fool

JULY 9, 2024

Shares of JPMorgan Chase (NYSE: JPM) have created wealth for investors, delivering a 20% return this year and even outperforming the S&P 500 index thus far in 2024. There's a lot to like about the megabank, which has benefited from resilient economic conditions and climbing financial asset prices.

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Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 9, 2023

If so, investment bank analysts on Wall Street can think of a few they'd like you to consider. FuboTV's recent market cap of just $586 million seems far too low for a streaming service provider likely to dominate the market for local sports. Investors want to keep an eye on the bottom line in the quarters ahead.

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Conglomerates Financial Services Investment Banks Investment Banking 130

The Motley Fool

MARCH 14, 2024

Over the past two years, investors have flocked toward a small handful of well-known large-cap equities in the fields of artificial intelligence (AI) and weight loss drugs. This promising scenario augurs well for Archer and its early investors. Final thoughts Archer Aviation is a high-risk, high-reward growth stock.

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The Motley Fool

FEBRUARY 25, 2024

With that as the backdrop, here's a closer look at two Warren Buffett stocks most investors can plow into right now, and one you might want to steer clear of -- at least for the time being. Bank of America If you're looking for excitement, pass on Berkshire Hathaway holding Bank of America (NYSE: BAC). Two reasons, actually.

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Mergers and Acquisitions Bidding Banks Financial Services 130

Private Equity Wire

APRIL 10, 2024

As part of the investment, Corlytics will expand its board of directors with the addition of Simon Russell as Chair. Russell previously led technology investment banking at Nomura and Dresdner Kleinwort and served on banking management committees, now working as a Chair and Non-Executive Director at various international software companies.

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Stakes Banks Investment Banks Investment Banking 98

The Motley Fool

APRIL 19, 2024

Many people try to emulate Warren Buffett's investing strategies, but it isn't easy to generate the same level of success. The Chinese-born value investor runs a fund called Himalayan Capital Management, which was started a few decades ago with the help of Munger (now deceased). Should you invest $1,000 in Alphabet right now?

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Portfolios Banks Shareholders Capital 130

The Healthcare Investor

MARCH 11, 2024

.” – Gordon Maner On this episode of The Corner Series , McGuireWoods’ Geoff Cockrell welcomes healthcare investor Gordon Maner. Gordon is the CEO of AMB Wealth , a financial services firm that specializes in asset management and healthcare investment banking.

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Investing Asset Management Investment Banks Investment Banking 59

The Motley Fool

JANUARY 10, 2024

The banks' big price moves were rapid and highly correlated with one another, so it's clear that the stocks were responding to the same macroeconomic news rather than anything company specific. BAC data by YCharts Why were investors so excited about the Fed news? This hurts the investment banking segments of the major banks.

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Banks Initial Public Offering Shareholders Investment Banks 130

The Motley Fool

OCTOBER 21, 2024

Before you buy stock in Berkshire Hathaway, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Berkshire Hathaway wasn’t one of them. if you invested $1,000 at the time of our recommendation, you’d have $845,679 !* Take that as you will.

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Banks Investment Banks Investment Banking Mergers and Acquisitions 130

FinSMEs

JULY 24, 2023

Mediobanca Group, an Italian investment bank, signed a partnership with Founders Factory, a London, UK-based global company builder and early-stage investor, to launch a new fintech venture studio and accelerator.

Startups 52

Startups Investing Investment Banks Investment Banking 52

The Motley Fool

JULY 11, 2023

When investors think of bank stocks to buy, U.S. Powerhouses like Bank of America (NYSE: BAC) and Wells Fargo (NYSE: WFC) are the usual go-to names. Bank just doesn't have as many profit levers to pull as its larger peers do. It's not a major investment bank, for instance. trillion in assets versus U.S.

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Advent International

JULY 29, 2022

MUMBAI, July 29, 2022 – Advent International (“Advent”), one of the largest and most experienced global private equity investors, today announced that it has agreed to acquire up to a 10% per cent equity stake in YES BANK (“Bank”), the sixth largest private sector bank in India, as part of an overall $1.1

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Banks Stakes Financial Services Stock Exchanges 40

Private Equity Insights

MAY 9, 2024

In this interview, Johannes Geberth, Head of Institutional Investors at Raiffeisen Bank International AG, discusses the key role of relationship banks in supporting alternative investment funds throughout their lifecycle. 12 markets of the region are covered by subsidiary banks.

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Banks Funds Finance Financing 130

The Motley Fool

OCTOBER 24, 2024

Operator instructions] I would now like to introduce Mr. Mark Grant, senior vice president of investor relations for S&P Global. Mark Grant -- Senior Vice President, Investor Relations Good morning, and thank you for joining the 2024 earnings call. if you invested $1,000 at the time of our recommendation, you’d have $855,238 !*

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Securities and Exchange Commission (SEC) Financial Services Shareholders Mergers and Acquisitions 130

The Motley Fool

AUGUST 18, 2023

Another factor to consider is that, when matched against its peers, Wells Fargo doesn't have a muscular investment banking operation helping to power its fundamentals higher (and provide financial cushioning for rainy days). I think it will take more than what the bank has offered up so far.

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The Motley Fool

MAY 1, 2024

In this podcast, Motley Fool analyst Asit Sharma and host Ricky Mulvey discuss: Why Bank of America 's $1.5 billion in net charge-offs can be forgiven by investors. Asit Sharma: Well, let's start with that big number from Bank of America, $1.5 A long comeback for wealth management at Merrill Lynch. billion in net charge-offs.

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The Motley Fool

JULY 30, 2024

Operator instructions] I would now like to introduce Mr. Mark Grant, senior vice president of investor relations for S&P Global. Mark Grant -- Senior Vice President, Investor Relations Good morning, and thank you for joining today's S&P Global second quarter 2024 earnings call. Sir, you may begin.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Banks Debt 130

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

The Motley Fool

OCTOBER 11, 2024

I would now like to turn the call over to John Campbell, director of investor relations. John Campbell -- Director, Investor Relations Thank you. if you invested $1,000 at the time of our recommendation, you’d have $826,130 !* Last month, we announced a multiyear co-branded agreement with Volkswagen Financial Services.

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Banks Assets Capital Investment Banks 130

The Motley Fool

JUNE 7, 2024

They just revealed what they believe are the 10 best stocks for investors to buy right now… and CrowdStrike made the list -- but there are 9 other stocks you may be overlooking. In a regular share repurchase plan, the company hires an investment bank to go out and purchase shares in the open market, just like any one of us do.

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Banks Investment Banks Investment Banking Assets 100

Advent International

JANUARY 6, 2023

Mumbai, India, December 26, 2022: Advent International (“Advent”), one of the largest and most experienced global private equity investors, has entered into a definitive agreement to acquire significant stake in Suven Pharmaceuticals (“Suven Pharma” or “Suven”) from the Jasti family, subject to regulatory approvals and conditions.

Stakes 40

Stakes Mergers and Acquisitions Shareholders Banks 40

The Motley Fool

JANUARY 22, 2024

Before you buy stock in Paycom Software, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now. What is this and, how much of an impact is it going to have on banks? Yes, banks make money off fees and this will help people.

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