-
Join 101 other subscribers
DSE blog
-
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
DSE on Twitter
Tweets by danenskatRSS Feed
Tag Archives: latin america
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
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
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
Leave a comment
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
Leave a comment
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
Leave a comment
Latin America in Asset Management – Quantifying the Opportunities for Brazil and the region
As I wrote in a recent M&A update on Brazil/LatAm, Brazil takes the lead: Net cash flows, M&A, Joint Ventures and Latin America Opportunities, Latin America as a region is gaining momentum for the global asset management industry. Specifically, we … Continue reading
Posted in Uncategorized
Tagged asset international, asset management, associates, baila society, brand, Brazil, building bridges, China, consulting, daniel enskat, dash, database, distribution, enskat, europe, head of global consulting, latin america, m&A, principal, simfund, strategic insight, zimpleman
3 Comments
Brazil takes the lead: Net cash flows, M&A, Joint Ventures and Latin America Opportunities
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. More specifically Brazil as a leader … Continue reading
Posted in Uncategorized
Tagged andre, asset international, asset management, blackstone, Brazil, btg pactual, celfin, Chile, claritas, colombia, credit suisse hedging griffo, daniel enskat, esteves, global consutling, gps, icbc, jacob, julius baer, latin america, luis stuhlberger, luis valdes, m&A, mutual funds, patria, persio arida, peru, principal, private banking, safra, sarasin, stephen schwarzman, strategic insight, zimpleman
3 Comments
New 110-page Strategic Insight book: State of the Industry – Latin America
This week, I am publishing a new study on the Latin America Asset Management Industry. As always, I worked closely with my now Hong Kong based senior research analysts Lise Carpenter and Bryan Liu. In addition, research analyst Marlon Valle … Continue reading
Posted in apps, asia, beauty, black swans, Brand, Brazil, cash flows, Chile, China, consulting, distribution, EFAMA, Enskat, India, information delivery, institutions, iPad, LatAm, Latin America, management, Middle East, money, movement, pension funds, private banking, professional fund buyers, UCITS, Uncategorized, wealth management
Tagged 2011 outlook, asia, asset international, asset management, assets, brand, Brazil, bryan liu, building bridges, consulting, daniel enskat, distribution, emerging markets, europe, finance, flows, franssu, latin america, lise carpenter, marketing, marlon valle, mutual funds, soti, soti latam, strategic insight, study
5 Comments
Interviews in Sao Paulo, Brazil, on the Latin America Asset Management Industry
Last month in Brazil at the Fund Forum, I had the pleasure of giving the opening keynote speech and to interview a few of the leaders of the industry in Latin America. 1. Daniel Enskat interviews Carlos Andre (Head of … Continue reading
Posted in asia, beauty, black swans, Brand, Brazil, cash flows, Chile, China, consulting, distribution, EFAMA, Enskat, information delivery, institutions, LatAm, Latin America, Uncategorized
Tagged #FFI11, 2011 outlook, amancio perez, asia, asset international, asset management, assets, bb dtvm, brand, Brazil, building bridges, business, carlos andre, China, consulting, daniel enskat, distribution, fund forum Latin america, fund forum tv, head of global consulting, latin america, pictet
3 Comments
All Eyes on Asia & Latin America for Fund Managers and Private Banks
Tonight I will publish a new report, “Emerging Market Bridges: All Eyes on Asia & Latin America for Fund Managers & Private Banks”, co-written with Jamie Maak, our London-based director of client services. A few highlights below: • Asia & … Continue reading
Posted in apps, asia, beauty, Brand, Brazil, cash flows, Chile, China, consulting, distribution, EFAMA, information delivery, institutions, LatAm, Latin America, management, money, movement, pension funds, private banking, professional fund buyers, UCITS, wealth management
Tagged 2011 outlook, asia, asset international, asset management, assets, brand, Brazil, colombia, consulting, daniel enskat, distribution, europe, finance, gps, griffo, head of global consulting, hedging, hong kong, jamie maak, latin america, marketing, mutual funds, peru, research, strategic insight
Leave a comment
Warren Enskat Group 
You must be logged in to post a comment.