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Van Steenis: A wave of consolidation is coming to asset management
CNBC Television· 2025-09-25 11:44
Let's talk a little bit about the uh consolidation if you will that could be happening within asset managers. There's been a ton of interest in this space especially with talk of the US opening this space in private investments to 401k investors. So will this lead to consolidation.>> Well, thanks for having me on. Yeah, I mean I think our report with Morgan Standi has sort of two main angles. The first is we think there could be a wave of consolidation rolling through as the asset management industry as the ...
X @Ash Crypto
Ash Crypto· 2025-09-25 09:45
Since the April 2025 reversal, $ETH's current trend is following an obvious pattern👉 Consolidation👉 Shakeout👉 Parabolic PumpThis is the last shakeout before the massive Q4 pump https://t.co/Cj8zAax5PV ...
X @Bloomberg
Bloomberg· 2025-09-24 09:00
Deals by European asset managers like BNP Paribas and Natixis show how the industry is consolidating to fight off US rivals Like BlackRock, JPMorgan and Vanguard https://t.co/V8jzbOeAqB https://t.co/e16Ymql4h6 ...
X @Bloomberg
Bloomberg· 2025-09-23 21:52
Deals by European asset managers like BNP Paribas and Natixis show how the industry is consolidating to fight off US rivals Like BlackRock, JPMorgan and Vanguard https://t.co/B1yzBvP5S9 ...
Volvo CEO predicts American and European brands will consolidate
CNBC Television· 2025-09-23 18:30
What is happening is there are new Chinese player coming in and they're going to capture a big market a big share of the automotive industry and then of course it gets crowded for the ones trying to fight about the 2/3 left for them and I think the ones who will lose out are the ones who are not transforming fast enough. If you try to stay and squeeze out use out of the lemon it will not work. they will have problem.Do you expect that consolidation to be brands from Europe, North America. Who are the brands ...
Ariel Investments: The energy space as it relates to AI is a big opportunity for private equity
CNBC Television· 2025-09-15 11:40
We got to talk about this first, but I do want to broaden the conversation. Almost everybody that comes on and talks to us about alternatives is really focused on data centers. As I mentioned with our previous guest, there's a lot of concerns about maybe this is all a bubble after those Oracle results, especially because of the concentration of one customer really being the fuel for some of that guidance.How are you viewing the data center buildout. Is that still an area where you're looking to deploy capit ...
Rerating of gold mining companies has been really interesting this year: Van Eck CEO Jan van Eck
Youtube· 2025-09-12 18:46
Let's talk about that. Let's talk about crypto. Let's talk about more with one of our favorite guests.That is the CEO of Van Eek Associates, Yan Vanek. Yan, welcome. Great to be here.Brian, we got we got gold, we got silver, we've got crypto. Let's talk about a lot of things. Number one, why do you think that gold and silver, boring old expensive to hold metals are doing so well.Well, I mean, I think gold is in a multi-year trend of ddollarization where the demand for gold and gold holdings by foreign centr ...
Needham's Laura Martin on media landscape: Consolidate or risk going out of business
CNBC Television· 2025-09-12 17:51
Welcome back to the exchange. Sources telling our David Faber that Paramount Sky Dance could be making a bid for Warner Brothers Discovery as soon as next week. WBD up 50% week to date on that news.Our next guest says the merger makes sense for strategic and economic reasons, but she maintains her hold rating on both stocks. For more, let's bring in Nem's Laura Martin. Laura, it's uh it's great to have you here.I mean the way the market has responded to these reports is not just to to carry Warner Brothers ...
Ivanka Trump on Charlie Kirk: 'He was silenced for being so persuasive'
CNBC Television· 2025-09-12 16:30
Well, I think consolidation I mean it's certainly possible but we think but it's also happened right the the war on crypto killed so many startups. Uh so there's not that many of us left standing and the names that are there today were the names when we first started Gemini and so it is like there isn't a lot of us left. Yeah.I mean we see a uh a power law distribution a world where it's Coke Pepsi 7up Dr. . pepper. Um, and so there's there's probably not, you know, we don't think it's a winner or take all ...
X @Michaël van de Poppe
Michaël van de Poppe· 2025-09-12 08:49
I'm still waiting for $ETH to pick up with the 20-Week MA.I don't think we'll have a severe deep correction; it's more likely that we'll continue to have upside.Consolidation until the Weekly MA comes closer or is in play.That's ultimately what we're waiting for. https://t.co/GqIyUXccVi ...