The Motley Fool

MARCH 18, 2024

It'll also be an important barometer for investment banks and could signal an intriguing investing opportunity. Over the next several months, the benchmark federal funds rate rose 525 basis points, major stock market indexes sold off, and newly listed publicly traded companies struggled especially.

Investment Banking 130

Investment Banking Investment Banks Banks Initial Public Offering 130

The Motley Fool

DECEMBER 8, 2023

Investment banks also eagerly await the IPO and are hopeful that it can set the stage for a rebound in 2024. Here's what you need to know about the potential investing opportunity. billion through IPOs -- a 94% decline that hit investment banks hard. Target Federal Funds Rate Upper Limit data by YCharts.

Investment Banking 130

Investment Banking Investment Banks Banks Initial Public Offering 130

The Motley Fool

MAY 5, 2024

Cryptocurrency meme coins like Shiba Inu (CRYPTO: SHIB) do not have a reputation for being the type of investment that serious institutional investors at banks and hedge funds would be interested in. Once you've checked the right boxes, feel free to follow those hedge funds into a position in Dogwifhat or something similar.

Hedge Funds 245

Hedge Funds Funds Venture Capital Banks 245

The Motley Fool

JULY 17, 2024

At that pace, $400 invested monthly in the exchange-traded fund (ETF) would now be worth more than $350,000. Indeed, analysts at Swiss investment bank UBS believe "AI will be the most profound innovation and one of the largest investment opportunities in human history."

Exchange-Traded Funds 241

Exchange-Traded Funds Funds Banks Consultants 241

Private Equity Insights

MARCH 28, 2025

The upcoming fund is likely to exceed its original fundraising target and come in around 20% larger than its predecessor. Recent investments under this strategy include a $400m capital injection into football helmet maker Riddell and an equity stake in GSE Worldwide, a sports talent and marketing agency.

Funds 147

Funds Buyout Finance Financing 147

The Motley Fool

JULY 21, 2024

Several successful hedge fund managers sold shares of Nvidia during the first quarter, while simultaneously buying shares of the iShares Bitcoin Trust (NASDAQ: IBIT) , one of the recently approved spot Bitcoin ETFs. Readers should not interpret their trades to mean Nvidia is a bad investment, but rather that diversification has merits.

Hedge Funds 246

Hedge Funds Funds Stakes Assets 246

The Motley Fool

SEPTEMBER 18, 2023

Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. What sets Blackstone apart from competitors is its investing style.

Investment Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

Private Equity Wire

NOVEMBER 4, 2024

Prior to joining Campbell Lutyens, Chirag spent 13 years as an institutional investor leading fund investments and co-investments at top investments, including the Alaska Permanent Fund Corporation, DB Private Equity, and GE Asset Management.

Mergers and Acquisitions 96

Mergers and Acquisitions Asset Management Finance Financing 96

Private Equity Insights

JANUARY 31, 2025

The Big Ten Conference is exploring private equity investment opportunities, signaling a shift in its approach to college sports financing. Investment bank Evercore, retained by the conference, has received initial offers from private equity firms, though details remain undisclosed. Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Investment Banks 130

The Motley Fool

JUNE 10, 2024

The vast majority of those Vanguard and BlackRock shares are ultimately owned by tens of thousands of individual investors who own shares through funds operated by each company. Their holdings equate to roughly 16% of JPMorgan's total share count, 9.4% for Vanguard and 6.7% for BlackRock.

Banks 246

Banks Investment Banks Investment Banking Assets 246

The Motley Fool

SEPTEMBER 8, 2024

While you could buy Berkshire Hathaway stock to get exposure to these top companies and Berkshire's private holdings, a simpler and perhaps more effective way of investing in the financial sector is through an exchange-traded fund (ETF) like the Vanguard Financials ETF (NYSEMKT: VFH). Bank of America 4.1% Bank of America 4.1%

Banks 240

Banks Mergers and Acquisitions Exchange-Traded Funds Venture Capital 240

The Motley Fool

DECEMBER 4, 2024

Mutual fund giant Vanguard Group offers over 60 equity-focused exchange-traded funds (ETFs). Some ETFs invest in momentum and others are more balanced. The following table shows the P/E ratios of top payment processors and investment banks -- which are all top 10 holdings in the Vanguard Financials ETF.

Mergers and Acquisitions 245

Mergers and Acquisitions Banks Mutual Funds Investment Banks 245

The Motley Fool

OCTOBER 24, 2024

The investment bank predicts that the S&P will only produce an average annual return of 3% over the next decade. Continuing its dire predictions, the investment bank said there was a 72% chance the S&P 500 underperforms Treasury bonds and a 33% chance it won't keep up with inflation. Image source: Getty Images.

Investing 245

Investing Exchange-Traded Funds Investment Banks Investment Banking 245

Private Equity Professional

NOVEMBER 14, 2024

“We are extremely grateful for the support of our previous sponsor, Odyssey Investment Partners, and look forward to continuing to deliver on future growth opportunities with our new partners at Branford Castle.” Testek was advised on the sell-side by Kroll investment banking.

Enterprise Values 130

Enterprise Values Investment Banks Investment Banking Debt 130

The Motley Fool

JULY 12, 2024

Billionaire investor Bill Ackman is planning to create a new publicly traded investment fund and is kicking off a pre-IPO roadshow to build investor interest. The new fund will be called Pershing Square USA and will list on the New York Stock Exchange under the ticker symbol PSUS. annualized) since its Jan 2004 inception.

Hedge Funds 242

Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

DECEMBER 15, 2023

BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure. By taking a different approach, Ares is not only carving out a niche in the world of BDCs, but it has found a way to tap into the types of activities usually handled by traditional investment banks.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

The Motley Fool

JULY 9, 2023

Fueling the fire are rapidly rising interest rates and a pullback in bank lending. Since March 2022, the Federal Reserve has raised its benchmark interest rate at its fastest pace since the 1980s, bringing its benchmark federal funds rate from near zero to 5.25%. According to data from MSCI , nearly $900 billion in U.S.

Mergers and Acquisitions 246

Mergers and Acquisitions Banks Investment Banks Investment Banking 246

Private Equity Wire

DECEMBER 9, 2024

Schawe brings over 18 years of experience in the PE and M&A field and has supported numerous transactions in the private equity sector for various funds. Her career began in investment banking at UBS, followed by positions at KPMG and Strategy&, where she most recently served as COO on the Board for Europe.

Consultants 95

Consultants Consulting Investment Banks Investment Banking 95

Private Equity Insights

DECEMBER 12, 2023

Top global asset managers including BlackRock are among investors in an Asia-focused infrastructure private equity fund that raised $800m, underscoring growing interest in the asset class amid market volatility. The Asia-managed fund says it has already deployed half the money raised in three platforms. The AIIB estimates $1.7

Funds 130

Funds Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Professional

JANUARY 8, 2025

BlackRock made headlines in late 2024 through the firms acquisition of HPS Investment Partners , backed by their expectation that the private debt market will more than double to $4.5 In late 2024, Wendel Group acquired a majority stake in Monroe Capital , and Third Point (Dan Loebs hedge fund) acquired AS Birch Grove.

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

Private Equity Insights

OCTOBER 19, 2023

It had received commitments from both existing and new investors that include institutional investors, insurance and pension funds, development finance institutions and family offices across the US, Europe and Asia-Pacific, it said. Most recently, it invested $155m in Maxivision Eye Hospital, a private eyecare clinic chain, in July.

Capital 130

Capital Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

NOVEMBER 15, 2024

The report cites unnamed sources familiar with the matter as revealing that the private equity firms have started consulting with investment banks in preparation for a potential sale process, expected to begin in early 2025.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 84

Private Equity Wire

JULY 2, 2024

Global investment banking advisory firm Lincoln International has added Jonathan Graham as Managing Director to its private funds advisory group in London.

Funds 97

Funds Investment Banks Investment Banking Banks 97

AltAssets

OCTOBER 23, 2024

Investment bank Stifel has gained US federal approval for an SBIC fund focused on backing small and medium-sized American manufacturers in the aerospace and defense industries. The post Stifel seals federal approval for aerospace, manufacturing-focused SBIC fund appeared first on AltAssets Private Equity News.

Funds 97

Funds Investment Banks Investment Banking Banks 97

Private Equity Insights

SEPTEMBER 21, 2023

Hahn & Company, a private equity fund operator, has attracted about 1 trillion won ($749 bn) in institutional funds for its first domestic funding. These alone have raised funds amounting to about 2 trillion won. Hahn & Company, aiming to form a blind fund of up to $3.2bn (about 4.24 takeover after an.

Pension Funds 130

Pension Funds Funds Asset Management Investing 130

Private Equity Wire

FEBRUARY 27, 2025

Lade King, a seasoned technology leader with experience at Goldman Sachs, JPMorgan, and most recently at quant hedge fund Two Sigma, has made a move to private equity, joining TPG as Engineering Chief Operating Officer, according to a report by eFinancial Careers.

Hedge Funds 71

Hedge Funds Investment Banks Investment Banking Banks 71

The Motley Fool

JUNE 19, 2023

Short-term-minded investment bank analysts responded to the admission by cutting their price targets on UnitedHealth Group and related insurance stocks like CVS Health (NYSE: CVS) , which owns Aetna. With a well-funded dividend program, investors can expect their payouts to rise at a similar pace. Here's why.

Investment Banks 262

Investment Banks Investment Banking Banks Investors 262

The Motley Fool

JULY 14, 2023

The EV company said this was due to its terminating of a distribution agreement of those shares with a pair of investment banks, JPMorgan Chase unit J.P. Now what Another reason why the Friday sell-off might have been an overreaction is that Fisker is clearly not having trouble raising funds of late. Morgan Securities and Cowen.

Investment Banks 246

Investment Banks Investment Banking Finance Financing 246

The Motley Fool

JULY 7, 2024

You know them better as exchange-traded funds (ETFs). These investments let you fine-tune your allocation strategy without forcing you to pick any individual equities. That's why they're also low-maintenance investments. This is why The Materials Select Sector SPDR Fund (NYSEMKT: XLB) has been such a laggard of late.

Exchange-Traded Funds 246

Exchange-Traded Funds Mutual Funds Prospects Funds 246

Private Equity Insights

MARCH 8, 2024

Abu Dhabi’s Mubadala Investment Company and France’s national investment bank Bpifrance will jointly invest in global technology investment company Partech’s latest Africa-focused venture capital fund – Partech Africa II, as it looks to build its portfolio of assets globally.

Venture Capital 130

Venture Capital Funds Investing Investment Banks 130

Private Equity Insights

JUNE 27, 2023

Ardian raises over $20bn for secondaries fund the Paris-based PE firm has set a target for the fund of $25bn French group Ardian has amassed more than $20bn to buy stakes in private equity funds from investors, highlighting a corner of finance that is defying the broader slump in fundraising.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Funds 130

The Motley Fool

FEBRUARY 19, 2024

A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds. These are called private placements, and most of the time, the shares are sold to investment banks or hedge funds.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

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. What makes a successful relationship bank – especially for the alternative investment industry?

Banks 130

Banks Funds Finance Financing 130

The Motley Fool

DECEMBER 18, 2023

Wall Street analysts who follow a real estate investment trust and one of the world's largest pharmaceutical companies think they aren't getting as much attention as they deserve. per share in normalized funds from operations , a proxy for earnings used to evaluate REITs. In the third quarter, Medical Properties Trust recorded $0.38

Investment Banks 245

Investment Banks Investment Banking Banks Debt 245

The Motley Fool

MARCH 6, 2024

Plug Power's agreement with investment bank B. Riley Securities to sell stock worth a little more than $1 billion over the next 18 months or so should take care of funding for now. However, there are several reasons why some analysts still see strong upside in Plug Power stock.

Investment Banks 246

Investment Banks Investment Banking Banks Capital 246

The Motley Fool

DECEMBER 6, 2023

Riley Financial (NASDAQ: RILY) , Blackstone Secured Lending Fund (NYSE: BXSL) , and Ares Capital (NASDAQ: ARCC). Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. The Blackstone Secured Lending Fund currently yields investors 11.2%

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

AUGUST 15, 2024

Billionaire hedge fund manager Paul Tudor Jones, for example, has likened Bitcoin to gold for this reason. government debt levels are reaching unsustainable levels, and investing in Bitcoin is one way to insulate your portfolio from a worst-case economic scenario. As he sees it, U.S. Image source: Getty Images.

Hedge Funds 245

Hedge Funds Assets Legal Investment Banks 245