By Samuel Indyk LONDON (Reuters) – Fund managers’ allocation to U.S. equities collapsed in January, with 39% saying they had an underweight position, the most since October 2005, a BofA su[...]
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Europe
U.S.-China friction stokes concern among some top finance bosses
LONDON (Reuters) – The bosses of global investor Fidelity International and accountancy giant EY have voiced concerns about a fracturing of relations between the U.S. and China, speaking at the[...]
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Goldman Sachs’ investment team bullish on equities -report
By Carolina Mandl NEW YORK (Reuters) – Goldman Sachs Investment Strategy Group expects U.S. equities to generate positive returns for investors in 2023 even if the economy enters a recession, ac[...]
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Factbox-Activist investor Bluebell’s offensive against European giants heats up
(Reuters) – Activist hedge fund Bluebell Capital Partners shows no sign of halting its run of challenging the policies and executives of some of the world’s biggest companies. The group ha[...]
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Investment management firm AQR books best year in several strategies
By Nell Mackenzie (Reuters) – Investment management firm AQR’s Absolute Return Strategy in 2022 saw its best year since its inception since 1998, a source with knowledge of the matter said[...]
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Market misery deals sovereign wealth funds historic setback in 2022 -study
By Marc Jones LONDON (Reuters) – Heavy falls in stock and bond markets over the last year have cut the combined value of the world’s sovereign wealth and public pension funds for the first[...]
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Buyout funds rethink deal financing amid shortage of debt
By Andres Gonzalez and Pablo Mayo Cerqueiro LONDON (Reuters) – Private equity funds are rethinking how they pull off large deals after a 40.4% contraction in global buyout activity amid a shorta[...]
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Retail traffic data highlights 2022 holiday winners and losers
By Arriana McLymore NEW YORK (Reuters) – With three days to go before Christmas, retailers across the United States and Europe face a turbulent end to a drawn-out, mostly disappointing holiday s[...]
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Turnover surges as funds rush to exit private equity stakes
By Rae Wee SINGAPORE (Reuters) – Private equity holdings are being sold at a record clip in an opaque secondary market, investors say, as asset managers cash out to cover losses elsewhere and re[...]
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