♪ >> NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING, EVERYONE, AND ALMOST TO "THE PULSE," I’M FRANCINE LACQUA HERE IN LONDON.IT’S BEEN A BRUISING WEEK IN TECH WITH A BILLION SELL-OFF AND A SHARP FALL IN BIG TECH DESPITE REVENUE GROWTH. HUGE CAPEX SPENDING HAS BEEN A BIG CONCERN AND THIS WEEK’S SPENDING ANNOUNCEMENTS HAS DONE NOTHING TO ALLAY THOSE FIERCE. THIS WEEK TWO OF THE BIGGEST COMPANIES ANNOUNCED COMBINED SPENDING PLANS FOR THE YEAR $650 BILLION.$200 BI ...

The situation is the anthropic the proximate cause of this selloff was anthropic. The reason this tool that was going to easily compete within the legal services. And but this decline has been going for a while.There's been a year's worth. They sort of peaked in summer 2025. And so fish stocks have gradually been selling off since then.I think the idea is basically like when the Internet came along and kind of hopped on, you know, news publishing music, high street retail. The idea is, no, it's the ton of l ...

RT Bloomberg Live (@BloombergLive)As private credit and equity mature, a sophisticated secondary ecosystem is challenging the traditional model. At #BloombergInvest, José E. Feliciano of @clearlake explores what this shift means for the future of private markets.Live 3/4 at 11:00 AM ET! 📺https://t.co/M67O8zQYmz ...

the co-host of the Acquired podcast publishing a deep dive into the business of the NFL ahead of this weekend's big game. Join us right now to discuss the Super Bowl and so much more. Ben Gilbert and David Rosenthal.Good morning to you. Um you had published um a whole episode on the NFL. So this is really an an update uh if you will.When did you when did you guys do the first episode >> on the NFL back in the day. >> Before the Super Bowl. >> Three years ago.Yeah. And what so the the biggest thing is I mean ...

Core Insights - The founder of 26North has shifted his investment focus from private equity to alternative investments, including sports franchise ownership [1] - The founder provides a critical perspective on the current economic outlook and the recent appointment of the Fed chair [1] - An assessment of the private credit market is included, highlighting its current state and potential opportunities [1] Investment Mindset Evolution - The transition from private equity to alternative investments signifies a broader trend in investment strategies [1] - Sports franchise ownership is identified as a growing area of interest within alternative investments [1] Economic Outlook - The founder expresses concerns regarding the economic environment and critiques the policies of the newly appointed Fed chair [1] - Insights into how these economic factors may influence investment decisions are provided [1] Private Credit Market Assessment - The current state of the private credit market is analyzed, with emphasis on its growth and potential risks [1] - Opportunities within the private credit space are discussed, indicating a favorable outlook for certain investments [1]

Otro Capital raised $1.2 billion for its first flagship private equity fund, as the sports-focused firm capitalizes on soaring demand from large institutional investors for the burgeoning asset class https://t.co/thwfhejIHZ ...

Core Strategy - eQ's updated strategy for 2030 aims to return to strong growth, leveraging its unique strengths and expertise as trusted asset managers for institutions, with a goal to double operating profit by the end of 2030 [1][6][14] Market Position - eQ holds a strong position in long-term active asset management and corporate finance in Finland, with notable strengths in private equity, real estate investments, and advisory services for mergers and acquisitions [2][6] Economic Environment - The last four years have presented challenges due to geopolitical tensions, inflation, and rising interest rates, leading to weak economic growth and declining real estate valuations in Finland. However, the economic outlook for the upcoming years is more positive, with expectations of growth [4] Growth Opportunities - eQ plans to expand its business to international institutional clients and domestic private clients, particularly in the unlisted private equity market, which has historically outperformed the listed market. Mega-trends such as urbanization, aging populations, and green transitions present additional growth opportunities [5][8] Product Development - The company is focused on developing products and services in collaboration with clients and partners, including the recent launch of the eQ PE Direct I fund, aimed at investing in small and medium-sized enterprises [7][10] Client Expansion - eQ seeks to grow its client base by targeting international institutional clients and domestic private clients, offering investment solutions that align with those used by institutional investors [8][9] Implementation Strategy - The strategy for strong growth will primarily be achieved through organic growth, supported by partnerships for broader distribution of services and potential mergers and acquisitions to enhance value for clients [9] Investment Focus - Achieving strategic goals will require moderate investments in personnel, skills development, client experience, technology, and digital services, while maintaining a focus on distributing profits to shareholders as dividends [10][14]

Group 1: PICTON Investments Fund - PICTON Investments has launched an open-ended fund focusing on "trophy asset" general partner-led secondary investments, targeting mature, high-quality companies with significant value-creation potential [1] - The fund aims to capture private equity alpha through underwriting discipline, asset quality, and manager selectivity, rather than broad market exposure [1] - Morningside Capital Inc. will lead the sourcing and underwriting of private equity investments for the fund, while PICTON Investments will manage its liquid investments [1] Group 2: CI Global Asset Management Funds - CI Global Asset Management has introduced two new asset-allocation funds that include exposure to non-traditional assets such as gold and bitcoin [2][3] - The CI Balanced+ Asset Allocation ETF Fund allocates approximately 57% to equity securities, 38% to fixed-income securities, and 5% to other assets, with a target allocation of 2.5% each in gold and bitcoin [4] - The CI Equity+ Asset Allocation ETF Fund features an allocation of roughly 92% to equity securities and 8% to other assets, with a target allocation of 4% each in gold and bitcoin [5] Group 3: Sun Life Global Investments Funds - Sun Life Global Investments has launched ETF series for two existing mutual funds, now available on the TSX under the ticker symbols SBLG and SBLI [7] - The funds were renamed to better reflect the proprietary blended research approach used by their sub-advisor, MFS Investment Management [8] Group 4: First Trust Nuclear Power ETF - First Trust Canada has launched the First Trust Bloomberg Nuclear Power ETF, which began trading on January 19, with a management fee of 0.85% [10] - The fund aims to replicate the performance of the Bloomberg Nuclear Power Index and invests in companies involved in nuclear energy production [11][12] - Its top five holdings include Cameco Corp., Doosan Enerbility Co., Ltd., Mitsubishi Heavy Industries, Ltd., BHP Group Limited, and BWX Technologies, Inc. [13] Group 5: J.P. Morgan Asset Management Fund - J.P. Morgan Asset Management Canada has launched the JPMorgan International Developed Equity Active ETF, which began trading on January 28 [14] - The fund targets long-term capital growth by investing in large- and mid-cap stocks in foreign developed markets, with a management fee of 0.55% [15] Group 6: PIMCO Managed Balanced Portfolio - PIMCO Canada Corp. has launched the PIMCO Managed Balanced Portfolio, a diversified 60/40 asset-allocation fund [16] - The fund allocates 60% to passive global equity ETFs and 40% to actively managed fixed-income funds [16][17] Group 7: Fidelity Global Opportunities Fund - Fidelity Investments Canada ULC has launched the Fidelity Global Opportunities Long/Short Fund, which employs a long/short strategy to navigate various market conditions [18][19] Group 8: Proposed Mining Fund by Next Edge Capital - Next Edge Capital Corp. has filed a preliminary prospectus for a proposed CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP, focusing on flow-through shares of mining companies [20][21] Group 9: RBC Global Asset Management Fund Closure - RBC Global Asset Management Inc. plans to terminate the RBC QUBE Low Volatility Emerging Markets Equity Fund on or about March 30, 2026, due to limited growth potential [22][23] Group 10: Fund Changes by Multiple Firms - PICTON Investments will discontinue performance fees for three mutual funds effective January 30 [25] - SLGI Asset Management Inc. will change sub-advisors for two funds, with new names reflecting the change [26][27] - CIBC Asset Management Inc. will change the ticker symbol for one of its ETFs effective February 4 [28] - Invesco Canada Ltd. has changed the risk rating for one of its ETFs from medium to high [29] - BMO Asset Management Inc. has reduced management fees for select ETFs and updated risk ratings [30][31]

Core Viewpoint - Patria Investments Limited is acquiring WP Global Partners to enhance its presence and capabilities in the U.S. middle-market private equity sector, responding to growing global investor demand for such investments [2][4]. Group 1: Acquisition Details - The acquisition will increase Patria's Global Private Markets Solutions Fee Earning Assets under Management (FEAUM) to over $13.3 billion, with nearly 40% of investments in U.S. assets as of Q3 2025 [1][4]. - WP Global Partners, founded in 2005, has deployed over $6 billion across various sectors and has a team of 30 employees, including over ten experienced investment professionals [3][4]. - The transaction involves an all-cash base price equivalent to 1.7% of FEAUM, with an additional cash earn-out based on performance parameters to be paid in 2029 [5]. Group 2: Strategic Impact - The acquisition strengthens Patria's local presence and investment capacity in North America, complementing its existing Private Equity Solutions business and advancing its global diversification strategy [2][4]. - The addition of WP's approximately $1.8 billion of Fee-Earning AUM will enhance Patria's product offerings across private equity primaries, secondaries, and co-investments in the U.S. lower middle market [5][4]. - Patria has over 37 years of experience and manages more than $51 billion across five core asset classes, evolving from a product provider to a solutions provider with over 35 investment strategies [4][7].

This is a story about big money and big sports. They've gone together for years. But recently, there's been an explosion, whether it's pro teams selling for astronomical prices or college players receiving 7 figures for their name, image and likeness. Now big money is reaching down into high school and beyond as parents invest in the dreams of their kids. -The goal is to play major league baseball. Westin: Braison Hoffman is like many young kids in America, chasing big dreams and facing long odds. -It's wei ...