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- Sixth Street partners with Northwestern for $13B in ABS
- Capital Group and KKR enter into strategic partnership for alternatives, private credit, and beyond
- Aflac gets into private credit with 40% stake in Tree Line Capital
- Brookfield acquires majority stake in asset-based private credit firm Castlelake – another david and goliath partnership.
- BNY partners with CIFC on private credit
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Author Archives: danielenskat
Bill Gross’ damages: US needs to learn from Canada and Mexico
Yesterday, BG published his latest monthly musings, entitled “damages”. Bill discusses the pros and cons of losing his long-term memory, which on the financial side include the new normal, the US as the cleanest dirty shirt, Nemo’s ring of fire … Continue reading
Posted in alternatives
Tagged bill gross, bis, bonds, canada, CBO, daniel enskat, E&A, el-erian, enskat, enskat associates, fiscal gap, IMF, insights, institutional, investment, liabilities, mexico, Pension Funds, pimco, ring of fire, social security
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Metatrend #Emerging-To-Developed: Innovation led by emerging markets
I have written many posts about how much emerging markets are driving product innovation globally. Yes, the US with Google, Apple and Facebook are still on the forefront of new technologies, but we have seen a trend of “reverse engineering” … Continue reading
Posted in alternatives, apps, asia
Tagged China, E&A, emerging markets, enskat associates, hedge funds, india, innovation, Porsche, reverse engineering, Tata
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Top 25 paid women in business – finance leads the way
After my post “womenomics – the end of men in finance?” earlier this week, let’s move away from just titles and see who brings home the bacon. Fortune just published the list of the best paid 25 female powerhouses, and … Continue reading
Posted in alternatives, asia, black swans, Brand, cash flows, distribution, EFAMA, Enskat, Enskat Associates, information delivery, institutions, Latin America, management, multi-convergence, politics, private banking, professional fund buyers, regulation, SWFs, switzerland, traditional, UCITS, Uncategorized, wealth management
Tagged alla, Annaly, asset international, claressa shields, daniel enskat, Debra Cafaro, enskat associates, erdoe, facebook, Fagan, female leadership, Ina drew, Indra, institutional investor, Jamie dimon, jp morgan, meg Whitman, oracle, PepsiCo, Sandberg, ventas, Wellington, womenomics
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Key concerns for global institutional investors: volatility, risk and correlations
A new global survey of close to 500 institutional investors conducted by Natixis Global Asset Management – NGAM is keeping busy these days – points out a few common and a few not so common concerns for asset holders worldwide. … Continue reading
Posted in alternatives, apps, asia, Brand, consulting, EFAMA, Enskat, Enskat Associates, information delivery, institutions, management, multi-convergence, pension funds, private banking, professional fund buyers, UCITS, wealth management
Tagged alternatives, asset international, E&A, enskat associates, global institutions, hedge, institutional investor, liquidity, ngam, private equity, risk management, volatility
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Womenomics: The end of men in finance?
Fashion has Anna Wintour, Hollywood has Meryl Streep, Germany has Angela Merkel, PepsiCo has Indra Nooyi. With a new bestselling book out, “The end of men – the rise of women”, how pervasive is female leadership in the asset management … Continue reading
Posted in alternatives, beauty, Brand, consulting, EFAMA, Enskat, Enskat Associates, information delivery, institutions, Middle East, money, private banking, professional fund buyers, Uncategorized
Tagged asset management, CEO, enskat, enskat associates, institutional, investor, japan, leadership female, men, Merkel, PepsiCo, vogue, WINTOUR, Women
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Multi-Convergence – Products: Alternatives vs Traditional
In my last few posts I talked about risk on risk off (RORO), return optimization around volatility (ROVO), and Natixis’ new volatility team, all part of the industry metatrend of #MultiConvergence, which I will write about in my next global … Continue reading
Posted in alternatives, black swans, Brand, cash flows, consulting, distribution, EFAMA, Enskat, Enskat Associates, information delivery, management, multi-convergence, pension funds, professional fund buyers, regulation
Tagged aberdeen, alternatives, blackrock, enskat, enskat associates, factor, Franklin Templeton, gam, hedge, k1, k2, man, multi convergence, pictet, pimco, private equity, products, solutions, ucits
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Focus on Volatility – ROVO, Smart Beta and “Seeyond”
In my recent research I have focused on risk management. More precisely, in the post-crisis “risk on risk off” approaches seen in the industry, there is an additional component that I would call “ROVO” – Return Optimization around VOlatility. Volatility … Continue reading
Posted in black swans, Brand, cash flows, consulting, distribution, Enskat Associates, information delivery, institutions, pension funds, professional fund buyers
Tagged asset international, chemouny, consulting, enskat associates, flexible, France, global asset management, insight, institutional, institutional investor, natixis, ngam, retail, Seeyond, smart beta, strategic, structured product, volatility
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Asia, private banking, and brand
Things are in limbo in Asia. Retail banking post-mini bonds and with FATCA have all but come to a standstill for fund distribution. Wealth is booming, but not for traditional mutual funds. Institutions are looking to alternatives to satisfy the … Continue reading
Posted in asia, Brand, cash flows, China, consulting, distribution, EFAMA, Enskat, information delivery, iPad
2 Comments
Aberdeen’s 14th Annual UK Investment Conference – September 2012
On the first weekend of September, I had the pleasure of being in Scotland to participate in Aberdeen Asset Management’s 14th Annual UK Investment Conference and Braemar Gathering 2012. CEO Martin Gilbert welcomed the guests and introduced the theme, “Investing … Continue reading
Posted in apps, asia, Brand, consulting, Enskat, information delivery
Tagged aberdeen, alistair darling, andrew neil, anne applebaum, anthony hilton, asset management, bob janjuah, braemar gathering, cebr, chancellor, daniel enskat, doug mcwilliams, EM, emerging markets, enskat associates, global research, highland games, hugh young, investing, martin gilbert, piers currie, queen elizabeth, risk, risk on risk off, scotland, stephane garelli
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The Times They Are A-Changing
Come mothers and fathers Throughout the land And don’t criticize What you can’t understand Your sons and your daughters Are beyond your command Your old road is Rapidly agin’ Please get out of the new one If you can’t lend … Continue reading
Posted in Uncategorized
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