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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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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
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
Posted in alternatives, asia, black swans, Brand, cash flows, Chile, consulting, E&A, EFAMA, Enskat Associates, information delivery, institutional investor, management, multi-convergence, pension funds, private equity, SWFs, wealth management
Tagged alternatives, asia, asia-pac, blackrock, E&A, enskat associates, investment management, larry fink, m&A, mark mccombe, mgpa, private equity, real estate, warren enskat
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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
Posted in alternatives, asia, black swans, Brand, cash flows, distribution, E&A, enskat associates, information delivery, institutional investor, management, multi-convergence, pension funds, professional fund buyers, wealth management
Tagged acquisition, asia, asset international, daniel enskat, E&A, enskat associates, fixed income, global asset management, institutional investor, latam, Massimo Tosato, Michael Dobson, schroders, stw, us
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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
Posted in alternatives, asia, books, cash flows, China, E&A, enskat associates, institutional investor, Latin America, multi-convergence, professional fund buyers, SWFs, wealth management
Tagged asia, asset management, Beijing, CBRC, China, Csrc, enskat associates, ETF, hong kong, huatai, icbc, institutional investing, John Kerry, PBC, pine bridge, PRC, strategic insight
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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
Posted in alternatives, beauty, black swans, Brand, Brazil, cash flows, Chile, China, Enskat Associates, information delivery, LatAm, Latin America, management, multi-convergence, private banking, regulation, SWFs, UCITS, wealth management
Tagged Africa, andre esteves, asia, asset holders, asset international, asset management, btg, CBRC, China, cic, Csrc, E&A, enskat associates, institutional investors, latin america, morgan stanley, sao paulo, shanduka, swf
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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
Posted in alternatives, asia, beauty, black swans, books, Brand, Brazil, cash flows, Chile, China, consulting, EFAMA, Enskat, Enskat Associates, information delivery, LatAm, Latin America, management, money, multi-convergence, pension funds, private banking, professional fund buyers, SWFs, wealth management
Tagged asia, asset international, Brazil, cash flows, Chile, China, cic, E&A, enskat associates, europe, gic, HK, institutional investors, latam, latin, petrobras, Sandy, Selic, SG, strategic insight, swf, SWFs, United States, us
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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
Posted in alternatives, asia, Brand, Brazil, cash flows, consulting, distribution, Enskat, Enskat Associates, information delivery, institutions, lifestyle, management, movement, multi-convergence, pension funds, private banking, professional fund buyers, UCITS, wealth management
Tagged alternatives, asia, asset management, blackrock, E&A, earnings, east west, enskat associates, etfs, europe, fink, hedge funds, ishares, newcits, passive active, performance fees, quarterly results, solutions, ucits
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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
Posted in alternatives, asia, Brand, Brazil, Chile, consulting, Enskat, Enskat Associates, institutions, LatAm, Latin America, management, multi-convergence, pension funds, private banking, professional fund buyers, wealth management
Tagged asia, asset international, aum, BBH, blackrock, Brazil, distribution, E&A, enskat associates, Franklin Templeton, industry, institutional investor, investment, julius baer, latin america, mexico, ml, outlook, pictet, principal, private banking, schroders, strategic insight, ucits, world wealth report, wwr
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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
Posted in alternatives, asia, Brand, Brazil, cash flows, Chile, consulting, Enskat, Enskat Associates, information delivery, Latin America, lifestyle, management, Uncategorized
Tagged afores, afp, America, asia, asset international, Brazil, Chilecon valley, E&A, economist, enskat associates, institutional investor, latin, mexico, principal, retirement, Silicon Valley, singapore, strategic insight, talent, zimpleman
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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 asia, associates, banking, daniel enskat, julius baer, latam, Merrill, Private, safra, sarasin
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