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DSE blog
- 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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Category Archives: Uncategorized
State of the Union
President Obama on Tuesday in his State of the Union address will touch on five “pillars” to ensure the competitiveness and growth of the US: innovation, education, infrastructure, deficit reduction, reforming government. Preparing for meetings in the Philippines, Thailand, Brunei … Continue reading
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Tagged asia, asset management, daniel enskat, distribution, europe, finance, hong kong, mutual funds, passport, president obama, seven secrets, state of the union, strategic insight, ucits, us
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HSBC reshuffle: short-lived return to its roots?
HSBC CEO Geoghegan was a key promoter of the group’s Asian focus in recent years – the subprime issues in the US made that decision somewhat easier, emphasizing the return to its roots by relocating back to HK, alongside chairman … Continue reading
Competition from the East
A few weeks ago Nikko announced that they hired Asia industry celebrity Blair Pickerell to head up the region, side by side with Tim McCarthy. Japan, as it turns out, for a while now has been working hard to eliminate … Continue reading
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News for BA
I have been flying BA for many years and have always been of the opinion that, compared with its European or US counterparts, the quality and service is far superior. You get into JFK, have dinner before the flight, fully … Continue reading
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Accelerated leadership turnover, why the winner takes all…
We have discussed the accelerating leadership turnover in the global asset management industry quite a bit of late, along with concentration of assets and flows to fewer products. In fact, the 50 bestsellers in the fund industry in the last … Continue reading
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Mutual funds in times of crisis
What is the role of and the impact on mutual funds in times of crisis? In light of yesterday’s events – the brief 1,000 point plunge of the Dow, currency roulette (Euro and Pound vs. Dollar), elections in the UK, … Continue reading
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Warren Buffett’s Annual Letter to Shareholders – bon mots
Bill Gross tweets multiple times a day, Warren Buffett publishes his letter to shareholders once a year. But even Buffett goes with the times and speaks much more frequently with the media these days (he immediately returned Andrew Sorkin’s call … Continue reading
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Asianinvestor: Asia records $1 trillion of net fund inflows since 2005
Strategic Insight research shows that Asian net flows to mutual funds over the past five years have been nearly as big as in the US, and more stable than in Europe. … “In other words,” says Daniel Enskat, head of … Continue reading
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Asset management 101: when “four” sounds like “death”.
Theory and practice… theory suggests mastery of today’s increasing business complexities as a prerequisite for success, while the reality of business success often lies in getting the basics right (and I mean baaaaaasics). Don’t believe it? – Consider the view … Continue reading
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Secular trends in asset management
There is no wave without wind – reviewing some of the most common Chinese proverbs for the new year always helps put things in perspective, especially with all the noise in the market and our industry these days. Following some … Continue reading
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