Schneider, senior U.S. Portfolio strategist at Goldman Sachs. Ben, great to have you here. Good morning.We got to start off with the news. You're changing your S&P price targets for three months, six months. And also the next year let's do the 12 month horizon 6900 double digit.About a 1,011% rise from here. What is the catalyst. Right now we're already at all time highs.That's right. >> And when we sent out this note to clients, the real message was even though the S&P 500 has rallied by 25% over the last ...

Blackstone raises its offer to buy UK landlord Warehouse REIT, topping the one announced last month by Tritax https://t.co/FBetwFaGX7 ...

Homebuyer demand hits a six-month high, WPP names a new CEO and Blackstone partners up with L&G -- get briefed ahead of your morning calls with The London Rush https://t.co/nrExxObHfp ...

Investment Strategy - Hong Kong Jockey Club, one of Hong Kong's largest asset allocators, plans to sell up to $1 billion of its US assets [1] - The assets for sale are primarily US-based, involving private equity firms including Blackstone, TA Associates Management LP, Warburg Pincus, and Clayton Dubilier & Rice [1] Market Trends & Risk Aversion - Approximately 10 Asian ultra-high-net-worth family offices and advisory firms have reduced or paused investments in the US market [1] - This reduction is to avoid systemic risks arising from political and policy uncertainties [1]

Blackstone has signed a private credit partnership with Legal & General Group that the two firms aim to grow to up to $20 billion over the next five years, according to a Blackstone spokesperson https://t.co/XgZIxY1GDO ...

Core Viewpoint - MiddleGround Capital has entered into a definitive agreement to sell Arrow Tru-Line, a leading manufacturer of overhead garage door hardware, to the Chamberlain Group, a global leader in intelligent access and monitoring solutions [1][3]. Company Overview - Arrow Tru-Line (ATL) is a market leader in manufacturing and distributing metal garage door components, serving OEMs, distributors, and installers across North America [2]. - Founded in 1970 and headquartered in Archbold, Ohio, ATL operates six manufacturing and distribution facilities in the U.S. and Canada [2][6]. Transaction Details - The sale of ATL marks MiddleGround's third full exit from its first fund, which closed in August 2019 with $460 million in assets [3]. - The transaction is expected to provide liquidity to MiddleGround's investors while positioning ATL for future growth under the Chamberlain Group [3]. Operational Improvements - Since acquiring ATL in late 2021, MiddleGround has helped improve the company's manufacturing capabilities and operational efficiencies, leading to enhanced free cash flow conversion and profitability [3]. - ATL's management team has vertically integrated the business, aligning its product portfolio to meet the growing demand in the U.S. housing market, driven by factors such as aged housing stock and increased homeowner equity [3]. Market Position and Future Outlook - ATL is well-positioned to capitalize on industry trends, including accelerated demand for residential repair and remodeling, new housing construction, and increased commercial construction in North America [3]. - The combined platform of ATL and Chamberlain is expected to deliver greater value through complementary product offerings [3].

Blackstone is buying the rest of hospitality and event business Cvent in a $1.3 billion deal https://t.co/F1asLhG3hT ...

Blackstone, Apollo and other private-market giants have pledged to invest hundreds of billions of dollars in Europe, but the immediate outlook for buyout deals still looks pretty hazy https://t.co/6mGdzN4VoP ...

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]

Blackstone has hired former Mitsubishi UFJ Financial Group executive Muneya Taniguchi as vice chairman of Japan to bolster the US firm’s expansion in the country https://t.co/nK1pi6vaAb ...