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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: latam
Colombia grew by 4.6% in 2014, driven by construction and consumption – LatAm Trends
Colombia’s DANE (el departamento administrativo national de estadistica) confirmed GDP (producto interno bruto) growth of 4.6% in 2014, despite the price decline for oil. Mining and energy was the drag, shrinking by 0.2%. Brazil on the other hand has to … Continue reading
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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Global Trends 2030 – Welcome to the Future
The sad thing about the comprehensive work of the National Intelligence Council looking at future global trends is that it only is published every four years, and the speed of change has been increasing dramatically. To that end, #GT2030 has … Continue reading
Posted in alternatives, apps, asia, black swans, cash flows, Chile, consulting, distribution, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, lifestyle, multi-convergence, pension funds, private banking, private equity, professional fund buyers, wealth management
Tagged 2030, 401k, aberdeen, asset management, blackrock, Brazil, btg, E&A, emerging markets, enskat associates, future, global middle class, Global trends, Investec, latam, marketing, multi convergence, national intelligence council, nic, retirement, social media
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LatAm keynote and client meetings: 2013 trends for Brazil and Latin America
Just touched down in New York after a week of meetings and speeches in Latin America around the annual Fund Forum. With the Selic rate down 525 bps to 7.25%, the industry for the first time in years is seeing … Continue reading
Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, multi-convergence, pension funds, private banking, professional fund buyers, wealth management
Tagged asset international, asset management, assets under management, aum, BBDTVM, bradesco, Brazil, btg, cash flows, CEOs, consulting, database, E&A, enskat associates, fund forum, HSBC, Itau, latam, latin america, multi-mercado, Santander, Selic, soti, strategic insight
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LatAm saves Santander and BBVA in Europe: reverse engineering of success
Last week, Spanish prime minister Mariano Rajoy used a LatAm summit to ask business leaders to invest more in Spain as a platform for growth in Europe, Asia, and Africa – “Spain receives Latin America investments with open arms.” Cool. … Continue reading
Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, Enskat, enskat associates, institutional investor, investment banking, LatAm, Latin America, multi-convergence, pension funds
Tagged asset management, banking, BBVA, Brazil, btg, Chile, E&A, earnings, enskat associates, latam, mexico, profits, Santander, Spain
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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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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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Emerging Market Bridges Asia-LatAm: CCB is targeting Brazil
One of the central themes in my latest book, State of the Asset Management Industry – Latin America, is around greater and more direct links between fast-growth emerging economies and regions, especially Asia and Latin America. This morning the Financial … Continue reading
Posted in asia, beauty, black swans, Brand, Brazil, Chile, China, consulting, Enskat, information delivery, Uncategorized
Tagged asset international, asset management, brand, Brazil, building bridges, ccb, china construction bank, consulting, daniel enskat, distribution, head of global consulting, latam, miami, mutual funds, strategic insight
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All Eyes on Asia and Latin America/Brazil for Global Private Banks
This week we saw a number of Swiss private banks report their quarterly results. Building on our recent “Spotlight on Switzerland“, jointly written with my HK-based senior research analyst Bryan Liu, growth primarily came from the wealth management units of … Continue reading
Posted in asia, black swans, Brand, Brazil, cash flows, Chile, China, consulting, distribution, institutions, Latin America, money, professional fund buyers, switzerland, Uncategorized
Tagged 2011 outlook, asia, asset international, asset management, assets, Brazil, bryan liu, building bridges, consulting, credit suisse, daniel enskat, data, distribution, gps, griffo, head of global consulting, julius baer, latam, latin america, mutual funds, private banks, quarterly results, strategic insight, ubs
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Strategic Insight Spotlight on Brazil: Equities, Brazil and Emerging Market Bridges
I recently published a new research piece, “Equities, Brazil and Emerging Market Bridges”. Below is the discussion of the results with my LatAm analyst, Marlon Valle.
Posted in asia, Brand, Brazil, cash flows, consulting, distribution
Tagged 2011 outlook, asia, asset international, asset management, assets, aum, Brazil, building bridges, consulting, daniel enskat, distribution, head of global consulting, hedge, latam, multi-mercado, multimercado, mutual funds, net flows, offshore, onshore, redemptions, strategic insight
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