Research
Magnificent Seven’s Earnings Have Peaked, BofA Says
The big tech companies’ previous cost cutting boosted profits, but that stimulus is abating, per a bank study.
Search results for: Federal Reserve
It’s Just the Beginning for Surging Secondary PE Sales
Used as an escape hatch when private equity is in the doldrums, this venue has become established enough to keep going in better days, strategists say.
Research
What Does Moody’s Bad Outlook for 3 Key BDCs Mean for Private Credit?
Maybe not much. The business development company stock index has kept climbing, regardless.
Risk
Private Capital Fundraising Tilts Toward the Big Guys
Slowdown in number of firms pulling in fresh money means more for the top 10 funds, Preqin says.
Asset Allocation
Ned Davis Snubs Cash Investing, Lauds Stocks and Gold
Research firm overweights equities and bullion, amid pending rate drop.
Research
Insurers Increasingly Interested in Private Credit, Per GSAM
Insurers who manage $13 trillion in the Americas and APAC see high returns in private credit, according to Goldman Sachs’ 13th annual global insurance survey.
Research
Institutional Investors Remain Optimistic for 2024
A Commonfund survey of more than 200 institutions indicated confidence that the U.S. will not face a severe recession in late 2024 or early 2025.
Risk
Pummeled Blackstone Real Estate Unit Seems Poised for a Revival
As redemptions dwindle, BREIT makes acquisitions and banks on falling rates.
Risk
Fed Aims to Start Slowing Its Bond Reduction Drive ‘Fairly Soon’
Shrinking the central bank’s balance sheet has been ongoing for two years.
Risk
That ’70s Show: Can Stagflation Return?
Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.