Tag Archives: asia

The Impact of US Growth and a Strong US Dollar on Emerging Markets

#thanksobama US unemployment has dropped from 10% in late 2009 to 5.5% in February 2015, and the US Dollar is on a record growth streak. While that is good news for US firms and US investors looking to acquire ex-US, … Continue reading

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Multi-Convergence: BlackRock buys private equity real estate specialist MGPA – Asia focus

The era of multi-convergence. We have seen KKR/Schwab, GCS/ICBC/Dexia, Franklin Templeton/K2, Principal/Liongate, and many more examples of traditional and alternative convergence. This week BlackRock bought private equity real estate firm MGPA to boost its Asia and Europe presence, doubling its … Continue reading

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Schroders increases US assets to $35b with STW acquisition

Global boutique investment specialist Schroders is continuing to build out business away from its UK home – today the firm announced the acquisition of STW Fixed Income Management in the US. STW is a US investment grade bond manager with … Continue reading

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China & the world: new leadership, partnerships, investments, SWFs

I am writing this post on board Cathay Pacific 830 from HK to NY en route to Sao Paulo, following two weeks of off the record discussions with CEOs, institutions, and government officials in Asia. (Quick side note, Marester, the … Continue reading

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Institutional investors: SWFs in the spotlight – CIC… LatAm, Africa and Alternatives

China at the 18th Party Congress starting this week is electing a new leader – a busy year of change for China and the world. On the investment side, CIC with now some $485 billion in AUM similarly is undergoing … Continue reading

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After #Sandy: Speeches and meetings in Asia and Latin America

After a week without power or water, thanks to Sandy, I am about to fly over to Asia for two weeks, followed by a week in Latin America later in November. The week here showed NY and the world how … Continue reading

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Earnings season: Blackrock powers forward with iShares and equities

Blackrock this week reported an almost 25% increase in year on year quarterly earnings. Adjusted EPS stood at $3.47, with net income growth of 8% (17% as adjusted) from Q3 2011 on revenue of $2.3 billion. The most interesting statistic … Continue reading

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Where is the industry going to grow? US/Europe vs Asia/Latam

Where is the industry going to grow most in the coming years. The answer varies for a number of the leading investment managers around the world. Let’s take a look at a few examples. Flipping assets away from home Despite … Continue reading

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Learning from Chile: Principal buys AFP, the growth of Latin America retirement investing and Chile educating the US

Latin America is high on the list of priorities for asset managers. Mostly, that includes expanding investment management in and for the region to build out product ranges and investment capabilities, but we also see a much stronger business push … Continue reading

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Private banking: The Julius Baer/Merrill deal… Asia vs LatAm

After missing out on Sarasin to Brazil’s Safra group (more details: Emerging Market M&A), Julius Baer snatched up Merrill’s private banking business. Buying Merrill’s ex-US wealth management business will increase assets under management for key emerging regions including Asia, LatAm … Continue reading

Posted in asia, Brand, Brazil, cash flows, consulting, Enskat, LatAm, Latin America, management, private banking, professional fund buyers | Tagged , , , , , , , , , | 2 Comments