Kristian Cook

QuotedData's new note on Caledonia Investments plc looks at the steps it is taking to address its discount. https://lnkd.in/eNMdrqnW #QuotedData #QD #CaledoniaInvestments #CLDN #investments #investmentcompanies #investmenttrusts #research #global #flexibleinvestment

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https://bit.ly/3zGB5Mu Comments from Memery Crystal's Senior Partner, Nick Davis, were featured in InstitutionalAssetManager's recent piece: 'FCA overhauls listing rules to boost growth and innovation on UK stock markets'. You can read the full article via the link above. #FCA #StockMarkets #LSE #Listing #SecondaryListing

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Just in: Pemberton Asset Management aims to raise €4bn for mid-market credit fund Set to complete in October this year, the fund would be Pemberton’s fourth vintage debt fund targeting mid-market investments, with the potential to reach €5bn in total fund size, reports Bloomberg. Pemberton’s typical mid-market strategy targets senior secured tranche for businesses with under €75mn EBITDA. In parallel, the firm is also raising its second generation senior loan fund, expected to close 1Q25 with a target of €3-3.5bn, specialising in senior secured investments. The moves follow a partnership announced with Abu Dhabi Investment Authority (ADIA) to create a niche lending business — NAV fund financing, in order to back private equity sponsors. Strong moves in the market riding the private credit wave, LPs show tremendous interest in investing and deploying capital in this space. Follow to keep updated in private credit and alternative investment. #privatecredit #privateequity #investmentbanking #fundraising #financing

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Portfolio Manager Mike Van Der Westhuizen, CFA joined Jeremy Maggs on HOT102.7FM Hot Business show and discussed the short, medium, and long-term economic impact of the Government of National Unity (GNU) amid the positive market sentiment following the formation of the GNU. Listen to the interview here. #CitadelSA #BeyondRemarkable #EconomicOutlook #GNU #HotFM #HotBusiness

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Coverage of Temple Bar's recently published annual results in this article from Citywire's Gavin Lumsden, highlighting recent bid activity in the UK stock market and the "miserly valuations" attached to UK stocks, among other things. https://lnkd.in/eh8ymF8C No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.   #valueinvesting #ukinvestment #opportunity 

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📉 TREND ANALYSIS: Is Septem-bear here? 🐻 A fresh insight from fund manager, Jake Winterton, CFA at Royal London Asset Management highlights why September has historically been the weakest month for equity markets. Since 1986, the average excess return has been a disappointing -1.9% over cash. 😬 Key drivers for professional investors to be aware of: ⏺ Investor sentiment shifts lead to equity sell-offs. ⏺ US tech stocks facing increased scrutiny. ⏺ Bonds offer opportunities as central banks signal interest rate cuts. As growth slows and inflation cools, the bond market might be the bright spot this season. 📊 🔗 Access the full insight and more at Markets Recon. Link ito the article in the description. 👇 #RoyalLondon #FixedIncome #Bonds #MarketsRecon #CriticalIntelligence

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GAM Investments is delighted to announce an agreement with Arcus Investment Limited (Arcus) to distribute The Arcus Zensen Fund (Zensen). The Zensen hedge fund strategy leverages Arcus's extensive knowledge of Japanese equities to navigate and capitalise on market shifts using long / short investing strategies. Zensen has been successfully managed by Citywire AAA-rated and company co-founder Mark Pearson for over 20 years and aligns well with GAM’s deep alternative investing heritage and our commitment to innovation and excellence in fund management for our clients. Full details in the press release below: En: https://ow.ly/yFfX50UgFYo De: https://ow.ly/sUbX50UgFYn Capital at Risk | Marketing Communication

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Intermediate Capital Group (ICG)’s fifth GP-leds fund surpasses predecessor. ICG Strategic Equity V is said to be targeting $6 billion, making it the largest-ever GP-leds-focused fund once closed. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #Fundraising https://lnkd.in/eT63AReS

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In his latest market update, Rupert Bell, Director of DACH, reflects on the market insights gained so far this year, highlighting the varied pace of recovery among firms He looks towards our plans for the rest of the year, including opening our newest office in New York, led by Oliver Noye Read the full article below #privateequity #privatemarkets #marketupdate

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After hitting new highs multiple times in the first half of 2024, what might the rest of the year and beyond have in store for global equity markets? Chris Wallis, CEO, CIO, and Senior Portfolio Manager at Vaughan Nelson Investment Management shares his global macro outlook, what areas are offering the most value, and risks investors should consider. Natixis Investment Managers. 🔗 Read the full article on Investment IQ: https://incm.pub/3XsBUk7 #investing #assetmanagement #wealthmanagement #finance

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“Select High Quality Businesses.” One thing the portfolio managers on the Equities panel at the Square Mile Investment Consulting & Research Limited conference agreed on, as summed up by our Head of Equities Mark Denham. Despite different economic sensitivities, the appeal of Quality stocks remains strong. #SquareMileInvestmentConference2024 #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest

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Views from across the investment desk – the team reflects on markets throughout June 👉 🌎June presented a mixed landscape for global equity markets. The US displayed notable strength, while Europe, especially France, faced weakness due to political uncertainty. The UK showed modest gains, with the iShares UK Equity Index tracker up +0.33%, although mid-cap and small-cap stocks lagged behind their large-cap counterparts. 🗳️📉Political developments overshadowed economic data in June. US economic activity and Europe's manufacturing recovery both underperformed expectations. Meanwhile, the Bank of England and the US Federal Reserve kept interest rates steady, while the European Central Bank implemented a 0.25% rate cut, raising hopes for similar actions from other central banks soon. With rising political uncertainty, soft economic data, and central banks maintaining a cautious stance, we could see a hesitant period for equities in the immediate future. However, we remain optimistic about the market outlook, driven by economic growth, inflation, interest rate expectations, and corporate profitability. Despite recent softness in economic data, we do not foresee substantial further weakness ahead. #investmentview #assetallocation #marketreflection #fundallocator #dfm

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Blackstone closing in on $8bn deal for Jersey Mike’s Subs - https://lnkd.in/eNRbSQbm TOP STORY: Private equity giant Blackstone (NYSE: BX) is close to agreeing to the acquisition of Jersey Mike's Subs in a deal that values the popular US sandwich chain at approximately $8bn, including debt, according to a report by the Wall Street Journal.

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Did you know? Traders with higher starting balances have a 3x better chance of sustaining in volatile markets. Start your journey with Royce Capitals – where strategy meets sustainability. https://lnkd.in/eSzQdXAH

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The IFSL Wise Multi-Asset Growth fund has weathered various market storms since its launch 20 years ago. This article, based on the recent FundCalibre Ltd team interview with co-manager Vincent Ropers, explores the challenges of navigating volatile markets, particularly amidst events like Brexit and the pandemic. Despite the noise, Ropers finds solace in the abundance of value opportunities for patient investors, highlighting sectors like investment trusts, private equity, biotechnology, and UK equities https://lnkd.in/e2YGXriT

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Hear from co-chief investment officer @Edward Smith and head of asset allocation @Oliver Jones in @Rathbones Group Plc’s upcoming Investment Insights webinar on 2 July, 12.00 – 12.30pm. They’ll share their thoughts on some of the principles of long-term investing, through the lens of UK equities, and also look at the key themes shaping the investment landscape. Find out more and register via the link below. #InvestmentInsights #Markets #Investors

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