DDQ INVEST’s Post

🚀🚨 BREAKING NEWS in Acquisitions: UBS Announces Completion of Substantial £1bn Stake Sale to Activist Investor Cevian Capital 🟢 Stay on top of the market with Krugman Insights. Exclusive Insights, Trustworthy News. 📈 Cevian Capital acquires a substantial £1bn stake in UBS, supporting their strategy to become the world's largest global wealth manager. 📈 Cevian's investment puts pressure on UBS leadership to execute growth plans and close valuation gap to Morgan Stanley. 📰 Read the full article for a comprehensive understanding of UBS's sale and Cevian's activist investor approach. 🔗 https://lnkd.in/epNHR3s9 🟢 SIGN UP FOR A FREE MONTH TODAY: #InvestmentBanking #mergersandacquisitions #UBS #privateequity #deals #CEVIANCAPITAL #assetmanagement #news

To start the week and behind todays window - we look at articles focusing on the 2024 outlook that have been uploaded to the CAMRADATA Knowledge Bank. Read them here: https://lnkd.in/eKJgwuMc articles from: Allianz Global Investors, Federated Hermes, Insight Investment, J.P. Morgan Asset Management, Lombard Odier Investment Managers and Payden & Rygel #adventcalendar #2024outlook

Private Equity adds diversification to an investor’s portfolio due to it’s low correlation to other asset classes. Investors can also expect to achieve more consistent returns across different economic cycles. Hui Qing Chua shared with Danny Lee and myself about Neuberger Berman's Private Equity fund which allows Individual Investors access to a diversified Private Equity portfolio. Some of the key benefits that stand out for us are: - Professionally managed portfolio - Diversified with no lean towards regions or sectors - Monthly Liquidity Investing with Voda Branch #PrivateWealth #PrivateEquity #Diversification #AlternativeInvesting

- Growth, value or a blend, which style will be most beneficial for portfolios in 2024? - Which equity region is offering the most attractive opportunities for investors in 2024? - In an environment of higher interest rates, have you changed your underlying portfolio composition? - Coupons or dividends, which will offer investors the most attractive source of income in 2024? All questions we'll be putting to the experts at the #RSMR London conference on 6th March. Have you registered yet? https://lnkd.in/ea5PrifM #investmentconference #portfoliopositioning #abrdn #invesco #goldmansachs #axainvestmentmanagers

EXCLUSIVE UBS is reorganizing its global wealth management arm in the first major move by its new leaders Rob Karofsky and Iqbal Khan, pursuing its long-standing aim of bringing more investment services to its ultra-rich client base. As part of the move, UBS will create a new unit — dubbed GWM Solutions — that will bring various wealth offerings under one roof, according to a memo seen by Bloomberg News. by Jan-Henrik Förster Myriam Balezou #Switzerland

- Growth, value or a blend, which style will be most beneficial for portfolios in 2024? - Which equity region is offering the most attractive opportunities for investors in 2024? - In an environment of higher interest rates, have you changed your underlying portfolio composition? - Coupons or dividends, which will offer investors the most attractive source of income in 2024? All questions we'll be putting to the experts at the #RSMR London conference on 6th March. Have you registered yet? https://lnkd.in/ea5PrifM #investmentconference #portfoliopositioning #abrdn #invesco #goldmansachs #axainvestmentmanagers

Secondaries - such a hot topic these days! “We are seeing that managers are simply calling more capital than they are giving back, in part because they recognize that they have to start putting all the capital they have raised to work as investment periods continue to tick by,” says Jochen Mende, Head of Private Equity Secondaries at UBS Asset Management. Read the full roundtable at https://bit.ly/4fazyyx #PrivateMarkets #AssetManagement #PrivateEquity #ShareUBS

Series : Insights on the Surge in Secondary Market Transactions in Private Equity Part 1: Understanding the Rise of Secondary Market Transactions The private equity secondary market is experiencing unprecedented growth, driven by Limited Partners (LPs) seeking enhanced liquidity and portfolio rebalancing. Secondary transactions facilitate strategic access to existing LP interests, enabling efficient portfolio management. Notable examples include the recent sale of LP stakes in prominent funds like Blackstone's BCP VII and Vista Equity Partners' Fund VII, showcasing the increasing demand for secondary offerings. This evolving trend is reshaping the private equity landscape, offering investors increased flexibility and optimization opportunities. Several factors are contributing to this surge, including the maturation of private equity funds, evolving regulatory frameworks, and the increasing sophistication of secondary market participants. However, alongside the benefits, there are inherent risks such as potential mispricing, illiquidity concerns, and counterparty risks that warrant careful consideration. In the coming days, we will delve deeper into the intricate factors driving this trend, the strategic opportunities it presents for investors, and the potential risks involved. Stay tuned for a comprehensive analysis. #PrivateEquity #SecondaryMarket

Fundraising has slowed as has M&A – S&P Global estimates that global private equity and venture capital volume fell 61% in 2022 versus the prior year and 65% in 2023 versus 2022. Where do you think the 2024 volume will be relative to 2023? As voted by the delegates attending the panel Health Check: Corporate Credit Performance and Alternative Lending Developments with Ruth Yang MD at S&P Global Ratings, Trevor Clark Managing Partner at TPG Twin Brook Capital Partners, Alex Chi Co-Head Americas Direct Lending at Goldman Sachs Asset Management, Timothy Lyne, CEO at Antares Capital LP, Mark Gertzof, Head of Origination at The TCW Group Private Credit and Alan Schrager, Senior Partner and PM at Oak Hill Advisors, L.P. LSTA DealCatalyst #PCDL2024 #Privatecredit #directlending

I see a lot of discussion lately on ALTERNATIVES amongst fund managers, family offices, sovereign wealth entities, and asset managers. But what, exactly, are they? The definitions and classifications vary widely. “Alternatives” can be a wide term for any private investment outside the standard public market for stocks and bonds. However, KKR offers a helpful matrix that classifies alternatives into the following four clear asset classes: 1) Private Equity; 2) Private Infrastructure; 3) Private Real Estate; and 4) Private Credit. (https://lnkd.in/gq4ju8_i) #alternatives #alternativeinvestments #alternativeassets #alternativeinvestment #alternative #alternativeinvesting #privateequity #privatecredit #privatedebt #privatemarkets #privatefunds #realestate #familyoffice #familyoffices #sovereignwealthfunds #sovereign #funds #fundmanager #fundmanagers #assetmanager #assetmanagers #kkr #blackstone #oppenheimer #blackrock #goldmansachs #goldmansachs #uhnwi #uhnwi