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Walt Disney (DIS) Q2 2024 Earnings Call Transcript

The Motley Fool

Our linear channels are deeply embedded in our direct-to-consumer strategy, as they continue to deliver high-quality content that reaches demographics not captured on streaming alone, allowing us to broaden our audiences and leverage our unmatched content engine across an expansive base. And obviously, we've already added Hulu.

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AIMCo's CIO Talks Total Portfolio Approach, Private Credit and Risk

Pension Pulse

Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends. Compared with the benchmark, the portfolio underperformed largely due to a strong rally of the leveraged loan indices from the negative return of the previous year.

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Wendy's (WEN) Q2 2024 Earnings Call Transcript

The Motley Fool

We have now optimized the level of our investment in 2024 to allow us to extend our existing breakfast advertising investment horizon beyond 2025. When we will continue to invest through the horizon of 2025 and beyond in breakfast -- and I just -- what I really like about breakfast is it's more profitable.

Capital 130
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AIMCo Opens Its First Asia Office in Singapore

Pension Pulse

The fund manager, which manages $158 billion in assets, invests globally on behalf of 17 pension, endowment and government funds in the Canadian province of Alberta. "We We believe the long-term growth opportunities in Asia-Pacific are compelling and well-aligned with AIMCo’s long-term investment horizon," said Evan Siddall, CEO of AIMCo.

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BlackRock (BLK) Q4 2023 Earnings Call Transcript

The Motley Fool

increased by 40 basis points year on year as we continue to drive operating leverage and profitable growth after the market shock of 2022. The decline primarily reflected the negative impact of markets and foreign exchange movements on our 2023 entry rate revenue, as well as critical investments in our people and technology.

Assets 130
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AIMCo CEO Evan Siddall on Shadow Banks and Investing More in Canada

Pension Pulse

Let us not forget the US$15-trillion in bailouts, government guarantees of bank liabilities and special central bank liquidity schemes that saved a global economy brought to its knees. That’s rich, since the implicit government guarantee of banks that the reforms have ended was the likely the greatest regulatory arbitrage in history.

Banks 59
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Best Caisse Scenario?

Pension Pulse

The Caisse’s long investment horizon, and the fact that its leaders sometimes outlast governments, affords another layer of protection. I'm an economist by training and the opportunity cost of investing locally is high when a crisis hits. One is the intense scrutiny on the Caisse. Why not do both?