Category Archives: Middle East

SWFs, Family Offices and Pension Funds in the Middle East in Transition: Invesco study

The decisions of the most sophisticated pools of assets globally are studied closely for guidance on how the overall industry will evolve. The history of SWFs started with KIA in the 1950s and Middle East SWFs in the last sixty … Continue reading

Posted in alternatives, black swans, Brand, consulting, E&A, Enskat Associates, information delivery, institutional investor, LatAm, Middle East, money, multi-convergence, pension funds, private banking, private equity, SWFs, wealth management | Tagged , , , , , , , , , , , , , , | Leave a comment

Multiconvergence: Orix buys Robeco for distribution and global brand

I am finishing a week of CEO discussions in Europe and, before flying back to NY, Orix just announced the acquisition of 90.01% of Robeco equity from Rabobank for about two billion Euros (240 billion yen) to expand the global … Continue reading

Posted in alternatives, asia, Brand, cash flows, distribution, E&A, enskat associates, institutional investor, institutions, management, Middle East, multi-convergence, pension funds, private banking, professional fund buyers, SWFs, UCITS, wealth management | Tagged , , , , , , , , , | Leave a comment

Earnings season: Carlyle Group acquires asset manager, raises 3.4b in fresh capital

As mentioned in my recent postings on institutional investors, SWFs have increased their interest and stakes in private equity firms in the crisis. CIC took a 10% stake in Blackstone, ADIA acquired 7.5% in the Carlyle Group. Among the highlights … Continue reading

Posted in alternatives, beauty, black swans, cash flows, China, Enskat Associates, information delivery, Latin America, management, Middle East, multi-convergence, private banking, professional fund buyers, SWFs, UCITS, Uncategorized, wealth management | Tagged , , , , , , , , , , , , , , , | Leave a comment

Earnings season: Goldman Sachs with 850b in investment mgmt assets and 8b in net revenues

Leaving aside that Goldman got in trouble for preparing for trouble in the aftermath of Sandy, the firm reported strong quarterly results. 850+ billion in investment management assets, over $8 billion in net revenues, with over $4 billion in institutional … Continue reading

Posted in alternatives, black swans, cash flows, consulting, distribution, E&A, enskat associates, institutions, investment banking, Middle East, multi-convergence, private banking, private equity, professional fund buyers | Tagged , , , , , , , , , , | Leave a comment

Multi-Convergence: Credit Suisse and Qatar SWF create asset mgmt JV

My recent post about CIC showcased how more SWFs – and institutional asset holders overall – are investing directly in specific businesses or partner up with them to launch products. And, as shown below, they do like financial services firms. … Continue reading

Posted in alternatives, apps, beauty, black swans, Brand, cash flows, China, EFAMA, Enskat Associates, information delivery, institutions, Latin America, Middle East, multi-convergence, private banking, professional fund buyers, SWFs, wealth management | Tagged , , , , , , , , , , , , | Leave a comment

Global retirement themes: target returns, DB/DC, LDI, plan design, education, risk

As I am spending more and more time on the institutional side of the business in recent years – as part of the overall theme of multi-convergence in the industry -, I am always intrigued with the work done by … Continue reading

Posted in alternatives, beauty, black swans, Brand, Brazil, distribution, Enskat, Enskat Associates, lifestyle, management, Middle East, money, private banking, wealth management | Tagged , , , , , , , , , , , , , , | Leave a comment

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 , , , , , , , , , , , , , | 2 Comments

Interviewing Dr. Mark Mobius in Monaco 2012: The Changing Perception of Emerging Markets

Posted in asia, Brand, Brazil, consulting, Enskat, LatAm, Middle East, money, pension funds, private banking, professional fund buyers, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , | 1 Comment

New 110-page Strategic Insight book: State of the Industry – Latin America

This week, I am publishing a new study on the Latin America Asset Management Industry. As always, I worked closely with my now Hong Kong based senior research analysts Lise Carpenter and Bryan Liu. In addition, research analyst Marlon Valle … Continue reading

Posted in apps, asia, beauty, black swans, Brand, Brazil, cash flows, Chile, China, consulting, distribution, EFAMA, Enskat, India, information delivery, institutions, iPad, LatAm, Latin America, management, Middle East, money, movement, pension funds, private banking, professional fund buyers, UCITS, Uncategorized, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | 5 Comments

China is Taking Over Times Square

Starting next Monday, China will take over the “crossroads of the world”, on New York’s 2 Times Square. Renting the most prominent location on the building for up to $500,000 per month, China’s Xinhua is announcing its presence to the … Continue reading

Posted in asia, beauty, black swans, Brand, cash flows, China, consulting, distribution, EFAMA, information delivery, institutions, Latin America, management, Middle East, money, movement, pension funds, politics, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment