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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: investment management
Capital Group and KKR enter into strategic partnership for alternatives, private credit, and beyond
Investment management behemoth Capital with its $2.6 trillion in AUM announced a partnership with KKR for new ways to bring alternatives into investor portfolios. KKR manages $500 billion, $200 billion of which in credit. The two firms plan to make … Continue reading
Brookfield acquires majority stake in asset-based private credit firm Castlelake – another david and goliath partnership.
These partnerships just seem to keep happening faster and faster: niche private credit managers teaming up with large global asset manager for a win-win partnership. Brookfield is investing $1.5 billion in capital, which includes capital into Castlelake’s investment strategies by … Continue reading
Posted in Asset managment
Tagged Brookfield, cargill, Castlelake, insurance, investment management, liftouts, m&A, partnerships, private credit, private markets, warren enskat
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T Rowe reports Q1 2024 earnings
AUM reached $1.54 trillion, up 14.9% year on year, but CEO Rob Sharps cited “tailwinds from stronger-than-anticipated markets” for net outflows of $8 billion for the quarter (half the outflows from Q1/23). Only 8.5% of assets come from investors outside … Continue reading
Posted in Asset managment
Tagged asset management, daniel enskat, distribution, earnings, investment management, liftouts, m&A, t rowe, warren enskat
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Cohen Steers reports $81.2B in assets, small net quarterly outflows and an operating margin of 32.8%
Investment advisory and admin fees were up 3% from last quarter to a total of $122.7 million. The operating margin was about 33%, up one percent quarter on quarter. The $81.2B in AUM are split as follows: – open-end funds: … Continue reading
AXA IM buys private equity firm W Capital Management to strengthen private markets
AXA IM this week announced the acquisition of W Capital Management, a US based private equity firm focusing on GP-led and direct secondary investments. It will sit within AXA IM Prime, the firm‘s fully integrated provider of investment solutions across … Continue reading
Posted in Asset managment
Tagged acquisition, asset management, AXA IM, daniel enskat, investment management, m&A, Prime, private equity, private markets, W Capital, warren enskat
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GSAM‘s Petershill buys stake in private credit firm Kennedy Lewis
Every asset manager it seems wants to get a piece of private credit these days, either by acquisition, minority stake or team liftout. Petershill Partners, Goldman‘s private equity firm this week bought some 20% of Kennedy Lewis from Azimut (which … Continue reading
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
Calling $24 billion in net gains “subpar”… Warren Buffett’s secrets of communication
“A number of good things happened at Berkshire last year (including $24 billion in net gains), but let’s first get the bad news out of the way.” That’s how Buffett starts his 2012 annual letter to shareholders. His top three … Continue reading
Posted in alternatives, beauty, Brand, cash flows, consulting, E&A, Enskat, Enskat Associates, information delivery, lifestyle, management, Warren Enskat
Tagged annual report, asset management, berkshire hathaway, cash flows, communication, fun, insurance, investment management, m&A, warren buffett, warren enskat
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China Investment Corporation – It pays to invest overseas… and in equities
The picture is simple. Sovereign funds, in Asia-Pacific and the world at large, act as a leading indicators for the investment management industry. They have long-term capital to play with and are willing to take calculated risks in alignment (hopefully) … Continue reading
Posted in alternatives, asia, black swans, Brand, Brazil, cash flows, China, distribution, E&A, Enskat Associates, information delivery, institutional investor, institutions, Latin America, multi-convergence, pension funds, SWFs, Warren Enskat
Tagged annual report, asset allocation, asset classes, china investment corp, cic, consulting, enskat associates, external, institutional investor, investment management, warren enskat
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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
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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