Industry Trend - Private equity firms are increasingly involved in the life insurance and annuity sectors, managing trillions of dollars of American savings [1] - These firms are shifting investments towards complex and private markets, including subsidiaries in Bermuda and the Cayman Islands [1] Investment Strategy - Wall Street firms claim to enhance insurer investment strategies to meet obligations and offer higher returns [1] - Concerns arise regarding the use of offshore reinsurers, opaque accounting, and private market investments, which may mask underlying vulnerabilities [1] Risk and Challenges - A Pennsylvania steelworkers group filed a lawsuit to protect their retirement funds from being managed by a private equity-owned entity [1] - The collapse of PHL Variable, a life insurer, could result in a $2.2 billion shortfall, potentially impacting policyholder payouts [1] - Industry experts caution that hidden fragilities could lead to cash shortages, fire sales, or failures if a significant economic downturn occurs [1]

It is a win-win situation to start with 15 billion US dollars within 5 years time. Then we are having human resources also to work AI. Now we are very strong in information technology. Now we are changing our gear for AI.Tomorrow we are going to change again quantum computers. This is where everybody is saying America is having Silicon Valley. We are having quantum valley. We are ahead of anybody now.8% growth rate minimum we can achieve it. Only highest growth rate is achieving India. It will continue.Ther ...

One thing that you also uh referenced a little bit is the quality of the public corporate credit market is better than it's been historically. It's way better than it was prior to the global financial crisis where you've had all kinds of garbage lending going on. But in recent years, the garbage lending has not gone to the public markets. The garbage lending has gone to these private markets.And private credit has been very popular and is now increasingly been overallocated to by large asset pools. I was at ...

I'm on the banks of the Rio Grand in Mission, Texas, where the US Coast Guard has joined a failance of security operations along the US border with Mexico, deploying from docks like this behind me. They are joining the likes of the state of Texas and the US Border Patrol, all with the same aim. Seal the border and have zero crossings from Mexico into the United States.Operation Riverwalk was launched in early October after a summer uptick of arrests along the southwest border, including in South Texas. Whil ...

what is our ambition for growth. Uh Mario Draghi gave us a diagnosis. How much have we executed.Not more than 10% in one year. So we have to have a much greater ambition on delivering on those recommendations. Um I've said it publicly, you know, if taxes every euro we make in Europe, 58 cents go to the government.Every dollar we make in the United States, 42. That's not a small number, but it's, you know, significantly lower. So, excess regulation, excess taxation actually is a tax on the economy and growth ...

The most ridiculous argument of all for private credit has been private credit belongs in every portfolio because it lets you sleep at night, because it helps you ride out the volatility of your public credit. Again, that's just a repackaging of the volatility. If you don't market to market, there's no volatility.But if the price goes from zero in a matter of a few weeks, there's something something untoward is going on. And so I'm very, very negative on those types of, you know, non-transparent markets. It ...

This thing is a shocker. It's lighter, it's louder, it's rear wheel drive gas. Only a bruiser from a company that has been adding weight, all wheel drive and leading into electrification.So, Hannah, you were there last night. What did Bentley just unleash. This is a big tease about what we can expect to see more from Bentley.I think, of course, it's been about a year since Frank Wallace or the CEO joined the company. As you know, Frank came from Porsche. Porsche Motorsport, where he was the mastermind behin ...

Charlie Wells has been digging through the data and is here with the latest. What stands out to you, Charlie Thompson. What really stands out in these 13 filings is the positioning on tack.This is really where the smart money has been making moves and trying to figure out how they are going to navigate this rally despite the talk that we hear about a potential bubble. You can see here that the most significant weighting is in that tech sector, followed by financials and followed by health, consumer discreti ...

Market Performance - Bitcoin is up 22%, Ether is up 41%, but this is within the context of recent pressure in the crypto market [1] - Bitcoin has erased all of its gains since the election of Trump [4] - The industry experienced a big flash crash on October 10th, and the price hasn't fully recovered [5] - The market is potentially entering another bear territory and crypto winter, which is not connected to the wider environment [6] Industry Dynamics - The current situation is different from previous crashes, which were typically triggered by events like exchange collapses or bankruptcies [2] - Crypto assets may be maturing and following other asset classes, despite originally being intended to be independent [3] - The crypto industry now has support from the US President and Congress [3] - The market is seeing liquidations out of crypto ETFs after massive inflows from retail investors following ETF approval [6][7] - Retail investors are pulling out of crypto ETFs, possibly due to increased sensitivity to price swings [7] - The crypto market may be following a wider risk-off environment [7]

Your state has been looking to attract a lot of investment. Some very big numbers are being thrown around, including a trillion dollars, you mentioned. How do you plan to do it.Today, the economy of India has matured. And funds are available on our door. We need people to transform.I have seen IT. To promote IT I sorted hi-tech city. That is late nineties story.Today you are seeing AI, datacenter and quantum computers. Leap frog. And also, Government of India wanted to go in a big way.Technology breakthroug ...