Alternative Asset Management

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Mohamed El-Erian: Bond yields are moving due to concerns about credit and regional banks
Youtube· 2025-10-16 20:26
Speaking of, let's bring in Alan's chief economic adviser, Muhammad Ali, and he too is at Post 9 and it's nice to see you in person as well. >> Thanks for having me. >> So, what what do you make of the move below 4% on the 10-year.And what Steve just showed us 100% the market's convinced for this month and then in December and then 65 for January. Is is are we over our expectations a bit or no. No, I think the moves are motivated by what you discussed earlier, which is concern about credit, concerns about r ...
Move lower in yields represents a flight to safety, says Charles Schwab's Liz Ann Sonders
Youtube· 2025-10-16 19:47
Let's bring in now Charles Schwabs, Lisanne Saunders, and Solless Alternative Asset Management, Dan Greenhouse. It's great to have you both with us, Lisan. This welcome to New York.It's good to have you here. Nice to be here. >> This definitely seems to be pretty heavily on the mind of of the market.What do you what do you make of the concern here. Yeah, I mean these concerns were brewing uh probably exacerbated even before the news out of Zions and Western today uh from the cockroach comment by Jamie Diamo ...
Blackstone Creates Business Group to Bolster 401(k) Strategy
Yahoo Finance· 2025-10-15 15:46
Core Insights - Blackstone Inc. is establishing a new group aimed at integrating private equity and other complex investment offerings into retirement accounts for everyday investors [1][2] - This initiative is part of a broader strategy to capture a share of the $12.5 trillion defined contribution market, particularly 401(k) savings [2][3] Group Leadership and Structure - Heather von Zuben will lead the new retirement solutions group, while Tom Nides will serve as chairman [2] - The group will function within Blackstone's private wealth division, which manages approximately $280 billion for wealthy individuals [4] Market Context and Regulatory Changes - The initiative follows an executive order signed by former President Trump, which facilitates the inclusion of alternative assets like private equity and cryptocurrency in 401(k) plans [3] - The investment industry faces challenges due to historical hesitance from corporate retirement plan managers regarding private assets, which are typically more expensive and less liquid than traditional index funds [3] Strategic Objectives - Blackstone's new group will focus on developing innovative investment products, forming partnerships to reach the retail market, and educating investors about private market operations [4]
Trinity Capital Inc. (NASDAQ: TRIN) Sees Positive Outlook from UBS with a $17 Price Target
Financial Modeling Prep· 2025-10-14 19:06
Core Viewpoint - Trinity Capital Inc. (NASDAQ: TRIN) is positioned for potential growth, with UBS setting a price target of $17, indicating a 14.17% upside from its current price of $14.89 [1][5]. Investment Activity - TRIN has invested $130 million in Candel Therapeutics, a biopharmaceutical company focused on cancer-fighting viral immunotherapies, which may enhance TRIN's portfolio and future earnings [2][5]. Stock Performance - TRIN's stock is currently priced at $14.98, reflecting a slight increase of 1.01% with a price change of $0.15, and has shown volatility with a trading range between $14.72 and $15.015 today [3][5]. - Over the past year, TRIN's stock has fluctuated between a low of $12.50 and a high of $16.82 [3]. Market Metrics - TRIN's market capitalization is approximately $1.05 billion, indicating its size and market presence [4]. - The stock has a trading volume of 365,074 shares, demonstrating active investor interest which can influence price movements [4][5].
Patria Announces Third Quarter 2025 Investor Call
Globenewswire· 2025-10-08 20:30
Core Insights - Patria will release its financial results for Q3 2025 on November 4, 2025, and will host a conference call at 9:00 a.m. ET [1] - The firm specializes in mid-market alternative asset management, focusing on resilient sectors in Latin America and Europe [2] Company Overview - Patria is a leading asset manager in Latin America with over $48 billion in assets under management and 37 years of experience [2] - The company emphasizes long-term investments that promote inclusive and sustainable development in its operating regions [2] Investment Focus - Patria's asset classes include Private Equity, Credit, Real Estate, Infrastructure, and Public Equities [3] - Key sectors of investment are Agribusiness, Power & Energy, Healthcare, Logistics & Transportation, Food & Beverage, and Digital & Tech Services [3] - The investment regions include Latin America, Europe, and the U.S. [3]
FS Credit Opportunities Corp. (FSCO) Declares Distribution for October, November and December 2025
Prnewswire· 2025-10-08 20:15
, /PRNewswire/ -- The Board of Directors of FS Credit Opportunities Corp. (the Fund) (NYSE: FSCO) announced the monthly distribution for each of October, November and December 2025. The distribution of $0.0678 per share will be paid on October 31, November 28, and December 31, 2025. Further information on the distribution is summarized in the charts below. By declaring dividends for the next three months in advance, the Fund reinforces its commitment to delivering consistent income to shareholders. This app ...
Blackstone Taps Deutsche Bank’s Shah for Top Private Credit Role
MINT· 2025-10-08 09:27
(Bloomberg) -- Follow Bloomberg India on WhatsApp for exclusive content and analysis on what billionaires, businesses and markets are doing. Sign up here. Blackstone Inc. has hired Apurva Shah for a top role in its private credit and insurance business in India as the alternative asset manager seeks to capture the country’s rising demand for credit. Shah, the firm’s first hire for credit in India, will report to Mark Glengarry, head of Asia Pacific private credit strategies at Blackstone Credit & Insu ...
Data Center Boom Brings Risks of Overbuilding, Ares’ Says
MINT· 2025-10-07 15:52
Core Insights - The influx of capital into AI infrastructure is increasing the risk of overcapacity as major investors seek to benefit from the AI boom [1][2] Group 1: Investment Trends - Ares Management Corp. and other alternative asset management firms are heavily investing in data center projects to capitalize on the rising demand for processing power driven by AI [2] - Ares has set aggressive fundraising targets, aiming for over $8 billion for data centers and increasing its wealth business target to $125 billion by 2028 [3] - The firm raised $2.4 billion in the first half of the year for data centers and acquired GLP Capital Partners Ltd.'s operations for up to $5.2 billion, significantly expanding its real estate assets [4] Group 2: Strategic Focus - Ares focuses on pre-leased developments with long-term leases (15 years or more) and rent escalators to mitigate long-term risks [6] - The company is also looking to raise $70 billion for alternative credit by 2028 and anticipates the secondary market for private funds to more than double in the next five years [7] Group 3: Market Opportunities - Ares is supportive of integrating its products into retirement plans that include alternative assets, following an executive order aimed at easing such investments [8]
Abacus Global Management Acquires AccuQuote
Globenewswire· 2025-10-06 12:00
Core Insights - Abacus Global Management has acquired AccuQuote, enhancing its financial services platform and expanding access to insurance solutions nationwide [1][3] - The acquisition aims to integrate AccuQuote's digital distribution platform with Abacus' existing financial planning and asset management services, addressing the entire lifecycle of client needs [3][5] - AccuQuote has a strong track record, having assisted nearly 350,000 families and written $156 billion in life insurance policy benefits [2] Company Overview - Abacus Global Management specializes in alternative asset management, data-driven wealth solutions, and technology innovations, focusing on longevity-based assets and personalized financial planning [6] - The company leverages proprietary data analytics and industry expertise to optimize financial outcomes for individuals and institutions globally [6] Strategic Implications - The acquisition is expected to create strategic synergies, allowing Abacus to monetize thousands of monthly inquiries from policyholders [4] - By integrating AccuQuote's marketplace with its wealth management capabilities, Abacus aims to eliminate barriers between protection planning and asset growth [5] - Both companies express confidence that this partnership will enhance their impact in the insurance marketplace and fulfill evolving client financial needs [5]
TD Cowen Reaffirms Its Buy Rating on Ares Management Corporation (ARES) with $205 Price Target
Yahoo Finance· 2025-10-01 23:05
Core Insights - Ares Management Corporation (NYSE:ARES) is recognized as one of the best long-term investment stocks, demonstrating consistent revenue and dividend growth [1] Group 1: Investment Ratings and Price Targets - TD Cowen has reaffirmed its Buy rating on Ares Management Corporation with a price target of $205 following a detailed sell-side teach-in [2] - The company has increased its projections for assets under management and fee-related earnings, indicating strong growth potential [3] Group 2: Financial Performance - Ares Management reported second-quarter 2025 sales of $1.35 billion, which is approximately 30% higher than expectations, although its earnings per share (EPS) of $1.03 were only slightly above the predicted $1.09, reflecting mixed short-term financial results [4] Group 3: Market Position and Growth Areas - Ares is positioned to capture significant market share in large addressable markets estimated to be worth $200 trillion, where it currently holds less than 0.5% [3] - The company focuses on direct lending and private equity investments, with operations spanning the US, Europe, and Asia [4]