Lmst

https://www.wacoca.com/games/1232022/ 【コラム】トランプ氏のゼロサムゲーム、勝つのは中国－オーサーズ – Bloomberg ##GAMING #Automotive #cojp #CommoditiesMarkets #EnergyIndustry #Game #GameNews #games #GamingNews #Government #GreenerLiving #Infrastructure #lifestyle #opinion #PrivateCredit #transportation #ゲーミング #ゲーム #ゲーム攻略 #ゲーム最新情報

https://www.wacoca.com/games/1231545/ 【コラム】トランプ氏のゼロサムゲーム、勝つのは中国－オーサーズ – Bloomberg ##GAMING #Automotive #cojp #CommoditiesMarkets #EnergyIndustry #Game #GameNews #games #GamingNews #Government #GreenerLiving #Infrastructure #lifestyle #PrivateCredit #transportation #ゲーミング #ゲーム #ゲーム攻略 #ゲーム最新情報

Private Capital Shape-Shifters Power Jumbo Infra Deals

Welcome to Going Private, Bloomberg’s twice-weekly newsletter about private markets and the forces moving capital away from the…
#NewsBeep #News #Headlines #AlternativeInvestments #BLACKSTONEINC #Business #Europe #Infrastructure #InvestmentTrusts #KKR&COINC #KunalShah #Latvia #LV #privatecredit #privateequity #RetirementPlans
https://www.newsbeep.com/147415/

Banks think the end of the AI boom will be less dramatic than the dot-com bubble, FT is not convinced:

‘AI’s not a bubble but if it were, here’s how it might pop’ - https://on.ft.com/4pY6Gz5 via @FTAV

#aiBubble #capex #obsolescence #Hyperscaler #DarkFiber #PrivateCredit #recession

Lloyd Blankfein, former Goldman Sachs chairman, warns of an imminent US economic crisis, citing tight credit spreads and surging private credit as key risks, but remains optimistic on equities amid potential Fed rate cuts.
#YonhapInfomax #LloydBlankfein #GoldmanSachs #CreditMarket #HighYieldSpread #PrivateCredit #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=81476

“For borrowers, #privatecredit costs more, but is attractive because it allows them to keep a tighter leash on the process without broadly releasing information about their #datacenters.” www.bloomberg.com/news/article...

How Pimco Outmaneuvered Apollo...

Korea Investment & Securities partners with US private credit manager Muzinich & Co. to launch a new fund, aiming to diversify and strengthen its global bond portfolio.
#YonhapInfomax #KoreaInvestmentSecurities #MuzinichCo #PrivateCredit #BondPortfolio #FundLaunch #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=74331

„Doch gerade die Illiquidität u. unregelmäßige Bepreisung privater Anlagen wird zum Problem, wenn sich die Kreditqualität verschlechtert. Denn dann drohen Investoren von harten Abschwüngen in ihren Private-Credit-Portfolios überrascht zu werden…“ via #Börsenzeitung
#PrivateCredit
https://www.boersen-zeitung.de/meinung-analyse/die-gefaehrlichste-blase-seit-2008-blaeht-sich-auf

apollo is one of the world's largest asset managers and the fact that they would unashamedly post such a misleading chart suggests the world is entering a brave new era of chart crime

#chartcrime #graphcrime #privateequity #finance #economics #apollo #privatecredit #bonds #debt #statistics

Gavin Baker @GavinSBaker
Insane that Apollo posted this.

Their “average annualized return” metric shows that Private Equity and Private Credit are outperforming the S&P 500 over 1, 5 and 10 year periods.

Except that “average, annualized return” is a meaningless, made up metric that has nothing to do with performance.

On a compounded basis - i.e. annualized returns i.e. the metric that matters for any investor in the solar system - the S&P 500 is outperforming Private Equity and Private Credit over the last 5 years and is in-line to ahead over the last 10 years.

JPMorgan Chase CEO Jamie Dimon warned that as pandemic-era stimulus fades, the US economy could face increased vulnerability to a downturn in the coming months, citing risks in private credit markets and potential headwinds from declining employment and rising inflation.
#YonhapInfomax #JPMorganChase #JamieDimon #USEconomy #PrivateCredit #Inflation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=67110

3 Bloomberg: … being in #private #assets such as #realestate, #privatecredit and #infrastructure. #AssetAllocation

1 Bloomberg: “For an #assetallocation for the future, perhaps it’s no longer just #60/40, but perhaps one third into #equities, one third into #publicbonds, and even one third into alternatives that include #privateequity, #privatecredit and also #gold,” said James Cheo, #HSBC Private Banking … 🧵

A Bloomberg chart comparing the performance of its 60/40 model, the S&P 500 and its US Treasury index.

https://www.wacoca.com/news/2543546/ Ｍ＆Ａ不振続くプライベート・マーケット、欧州市場への関心再燃 – Bloomberg #cojp #Europe #finance #Mergers #PrivateCredit #ヨーロッパ #欧州

https://www.walknews.com/876665/ シドラ・キャピタル (Sidra Capital)、オーストラリアのプライベートクレジット市場に進出 #AssetManagement #Australia #PrivateCredit #PrivateFinance #ShariahCompliantInvestment #SidraCapital #オーストラリア

Sidra Capital Completes Landmark Sale of "4-5 Buckingham Gate" Property to the Republic of Italy

https://www.wacoca.com/news/2507869/ シドラ・キャピタル (Sidra Capital)、オーストラリアのプライベートクレジット市場に進出 #AssetManagement #Australia #PrivateCredit #PrivateFinance #ShariahCompliantInvestment #SidraCapital #オーストラリア

Ballast Rock appoints Max Jackson as Managing Director of Private Credit, leveraging extensive investment banking expertise to explore emerging market opportunities across financial services #PrivateCredit #InvestmentStrategy

BlackRock CEO Larry Fink warns of resurgent protectionism impacting global trade and economy, while highlighting opportunities in infrastructure and private credit markets
#YonhapInfomax #BlackRock #LarryFink #Protectionism #GlobalTrade #PrivateCredit #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=56420

https://www.walknews.com/825102/ 経済「生き残れない｣､トランプ政権の不確実性を資産家ラスリー氏批判 – Bloomberg #Business #cojp #Finance #Government #PersonalFinance #PrivateCredit #WellSpent #ビジネス

#Apollo, one of the largest private equity / private credit companies on the planet (they manage half a trillion dollars, more than the GDP of many countries) is about to build a marketplace to dump their (overvalued) investments on the public.

realistically at the valuations they are currently giving these assets - valuations other investors would not pay for them - dumping everything on the public is their best way out of the pickle they have found themselves in.

this will be completely legal because they will "tokenize" these assets "on the #blockchain", which will mean the #SEC has no oversight over this new market. standard disclosures about ownership, cash flows, and so one will not be required.

this is why the private equity industry (in particular #Blackrock, the other 200 kg gorilla in the field) has been super gung ho about "#tokenization".

https://www.bloomberg.com/news/articles/2025-02-05/apollo-plans-to-build-the-first-marketplace-for-private-credit

#privateEquity #privatecredit #markets #finance #crypto #cryptocurrency #ApolloAssetManagement