Core Insights - Stephen Pollock has joined Houlihan Lokey's Capital Solutions Group as a Managing Director in Equity Capital Solutions [1] Company Overview - Houlihan Lokey's Capital Solutions Group is expanding its leadership team with the addition of Stephen Pollock [1] - Pollock will be based in New York, indicating a strategic focus on the East Coast market [1]

Core Insights - The recent discussions surrounding the "dangers" of private credit have been highlighted, particularly in light of defaults leading to write-offs from several banks [1] - The bankruptcy filing of First Brands is a significant event in the context of private credit [1] Group 1: Private Credit Concerns - There has been an increase in conversations about the risks associated with private credit, which is seen as ironic given the recent defaults [1] - Several banks have experienced write-offs due to these defaults, indicating potential systemic issues within the private credit market [1] Group 2: Market Strategies - Rida Morwa, with over 35 years of experience, has been advising clients on high-yield investment strategies since 1991, focusing on sustainable income [1] - The Investing Group High Dividend Opportunities aims for a targeted safe yield of +9%, offering various investment features such as model portfolios and market updates [1]

Wall Street bonuses are projected to jump for the second year in a row as market volatility fuels trading demand and dealmaking makes its long-awaited comeback https://t.co/TIFP4PDcj4 ...

Wall Street bonuses are expected to rise for the second year for traders and investment bankers on surging deal volume and market volatility, according to financial compensation consultancy Johnson Associates. ...

Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Wall Street Heads Into Another Robust Bonus Season By Janet H. Cho Nov 05, 2025, 6:00 am EST Share Resize Reprints The outlook for Wall Street bonuses in 2026 is murkier. (Spencer Platt/G ...

Significant shifts in the global political and economic landscape are driving China International Capital Corp (CICC) to focus strategically on international growth, targeting the burgeoning markets of Southeast Asia and the Middle East. Chairman Chen Liang said the Chinese investment bank saw opportunities arising from Asia's booming wealth-management sector and the disruptive potential of artificial intelligence, which were both expected to drive future business growth. As Chinese companies sought to e ...

Legal and Economic Implications - The Supreme Court is set to deliberate on the legality of Trump's tariffs, with businesses and states challenging his authority under the International Emergency Economic Powers Act (IEEPA) [2] - A ruling against the administration could result in the government needing to refund $100 billion in tariff revenue and potentially losing billions annually [3] - Treasury Secretary Steven Mnuchin anticipates the Supreme Court will uphold the tariffs but has contingency plans involving other statutes that could allow tariffs of up to 50% [3] Market Reactions and Performance - The stock market's recent surge is attributed to the "artificial-intelligence mania," particularly driven by tech giants like Nvidia and Microsoft, rather than tariffs [4] - On November 4, 2025, the S&P 500 closed at 6,771.55, down 1.17%, while the Nasdaq Composite fell 2.04% to 23,348.64, and the Dow Jones Industrial Average decreased by 0.53% to 47,085.24 [4] - Trump's tariff decisions have cumulatively subtracted $4.7 trillion from the market value of the S&P 500 between November 2024 and April 2025, including a $2 trillion hit to the "Magnificent Seven" tech companies [5] Industry-Specific Impacts - The entertainment industry is facing a 100% tariff on foreign-made movies, leading to significant stock declines for companies like Netflix (down 3.3%) and Walt Disney (down 1.5%) [6] - The toy industry has seen tariffs as high as 22.4% for baby items and 20% for toys, resulting in price hikes and potential closures of small businesses [7] - Pharmaceutical giant Johnson & Johnson revised its expected tariff impact for 2025 from $400 million to $200 million, indicating that tariffs could disrupt drug supply chains [8] Broader Market Sentiment - Analysts express concerns over Trump's use of emergency powers for tariffs, with warnings about "overheated valuations" in the tech sector and a possible market correction of 10-20% [9] - Trump's social media commentary often contrasts with actual market performance, as seen in his claims of record highs despite recent market dips [9] - The parent company of Truth Social, Trump Media & Technology Group, has experienced significant stock volatility, reflecting broader market trends [10]

November 4, 2025 08:50 AM GMT M Foundation India Equity Strategy Playbook | Asia Pacific Is the Correction Over? With the growth cycle turning, Indian equities appear poised to recover from a steep relative correction since the end of Sep- 24. Key factors driving India's underperformance are reversing: The growth slowdown that started 2H24, coupled with rich relative valuations, appear to be the fundamental drivers. That India does not offer explicit AI-related trades is another reason. The delay in the US ...

November 5, 2025 12:24 AM GMT Global Macro Commentary | Global November 4: Risk-Off Rotation US rates rally amid global equity sell-off; US government shutdown sees some movement as growth concerns resurface; Japan verbal FX intervention; Canada budget proposes C$78bn deficit increase; Australia RBA on hold, as expected; DXY at 100.224 (+0.4%); US 10y at 4.086 (-2.5bp). Global risk sentiment falters without clear catalysts, leading bonds and the dollar to outperform while equities largely sell off. Develope ...

Core Viewpoint - Univest Securities, LLC has successfully closed a registered direct offering of approximately $4.2 million for Boqii Holding Limited, a leading pet-focused platform in China [1][3]. Group 1: Offering Details - Boqii Holding Limited agreed to sell 1,500,000 Class A ordinary shares at a purchase price of $2.80 per share, or pre-funded warrants in lieu thereof [2]. - The total gross proceeds from the offering amounted to approximately $4.2 million [3]. - The offering was conducted under a shelf registration statement previously filed and declared effective by the SEC [4]. Group 2: Company Information - Boqii Holding Limited is recognized as a leading online destination for pet products in China, offering a wide range of high-quality products from global and local brands, as well as its own private labels [7]. - The company's online sales platforms, including Boqii Mall, provide customers with convenient access to pet products and an engaging shopping experience [7]. - Boqii also features a community platform for users to share knowledge and experiences related to pet care [7]. Group 3: Univest Securities Overview - Univest Securities, LLC has been registered with FINRA since 1994 and offers a variety of financial services, including investment banking and advisory [6]. - The firm has successfully raised over $1.7 billion in capital for issuers globally since 2019, completing approximately 100 transactions across various industries [6].