Investment Strategy - The report suggests that hedge funds, quant shops, or short-sellers are not the answer [1]

Japan’s corporate pension funds have over half a trillion dollars parked in global financial assets, but they’ve been called “silent investors” due to their tendency to passively follow managers’ investment decisions https://t.co/C5uonHywOn ...

The plight of the UK equity market is not unique. The rise of passive funds and private markets has put pressure on stock markets across the globe. But as a new CPI report notes, there's plenty we could and should do to bring growth back. https://t.co/caF5NSiyfq ...

Business Development - SoFi Technologies is introducing new private-market funds [1] - These funds will provide exposure to startups such as OpenAI and SpaceX [1]

Bitcoin spot exchange traded funds have already amassed around 76% of the total assets in the U.S. spot gold market, according to research by NYDIG. ...

Core Insights - Terreno Realty (TRNO) has executed a 35,000 square foot renewal lease and a 30,000 square foot expansion lease in Santa Clara, CA, with a lessee involved in eVTOL aircraft development [1][7] - The renewal lease will start upon the expiration of the existing lease in September 2025, while the expansion lease will commence in August 2025, both set to expire in August 2028 [1][7] - TRNO has reported strong leasing activity, with its operating portfolio being 96.6% leased to 663 tenants as of March 31, 2025, and a same-store portfolio leased at 97.4% [3] Leasing Activity - In addition to the Santa Clara leases, TRNO announced an 81,000 square foot lease in Avenel, NJ, with a third-party logistics provider [2] - The cash rents on new and renewed leases during Q1 2025 increased by 34.2%, indicating a positive trend in rental income [4] - The tenant retention ratio for the operating portfolio was 71.7% during the same period [4] Financial Position - TRNO is positioned well for long-term growth opportunities due to its solid operating platform and healthy balance sheet [5] - Despite macroeconomic uncertainties and geopolitical issues affecting customer decision-making, TRNO's strategic expansion moves are noteworthy [5] Market Performance - Over the past three months, TRNO's shares have gained 2.7%, while the industry has seen an 8.9% increase [6]

Pinegrove Capital Partners, a manager of venture funds that’s backed by Brookfield Asset Management, is raising money for a new credit fund, sources say https://t.co/TljWG8CqqQ ...

Core Viewpoint - Essex Property Trust (ESS) has experienced a stock price increase of 12.6% over the past three months, outperforming the industry average of 8.6% [1][9] Group 1: Company Performance and Market Position - The company is well-positioned to benefit from a strong West Coast property base, supported by various demand drivers such as job creation and income growth from technology companies [4] - The slowing layoffs in the tech industry and the return to office trends are expected to boost renter demand in West Coast markets, leading to healthy demand and revenue growth for ESS [4] - The company has made significant efforts to enhance its operational efficiency through technology and scale, which is anticipated to drive margin expansion and contribute to both top-line and bottom-line growth [5] Group 2: Financial Health - As of March 31, 2025, Essex Property maintains a robust balance sheet with $1.4 billion in liquidity, derived from undrawn credit facilities, cash, and marketable securities [6][9] - The company has achieved a 92% adjusted total net operating income (NOI) and holds investment-grade ratings of Baa1/Stable and BBB+/Stable from Moody's and S&P, respectively [7] Group 3: Dividend Growth - Essex Property has consistently increased its dividend payouts, raising them five times in the last five years, with a five-year annualized growth rate of 4.95%, indicating a sustainable dividend payout in the long run [10]

Market Trends - Equity-focused ETFs in Taiwan are experiencing high demand [1] - Retail investors are contributing to increased flows into Taiwan equity ETFs [1] - A strong local currency is driving up flows into Taiwan equity ETFs [1]

U.S.-stock funds still trail their international counterparts for the year to date, but they made up ground in a furious rally in the second quarter https://t.co/8x1HzKJgd8 ...