As the AI rally matures, strategists from BlackRock, J.P. Morgan, and Morgan Stanley are calling for a shift to active value hunting in 2026. While U.S. stocks hit record highs in late 2025, the easy “beta” trade is fading. The new year will be defined by stock picking and sector rotation rather than broad index...
The private credit boom requires robust infrastructure, and Oakley Capital is betting big on the back office. The British PE firm has agreed to acquire a majority stake in Global Loan Agency Services (GLAS), a leading provider of debt administration and loan agency services. 💰 THE DEAL METRICS: ⚙️ THE STRATEGIC THESIS: This is a...
The private credit boom requires robust infrastructure, and Oakley Capital is betting big on the back office. The British PE firm has agreed to acquire a majority stake in Global Loan Agency Services (GLAS), a leading provider of debt administration and loan agency services. 💰 THE DEAL METRICS: ⚙️ THE STRATEGIC THESIS: This is a...
A dramatic weekend geopolitical shock—the U.S. capture of Venezuelan President Nicolas Maduro—has been met with a surprisingly muted reaction from global capital markets. While the Dollar and Gold advanced, equities (buoyed by Tech and Defense) remained resilient. Why didn’t this trigger a sell-off? 📉 THE ANALYST CONSENSUS: 1️⃣ The “Irrelevance” of Current Output: Tai Hui...
While the Dollar and Gold advanced, equities (buoyed by Tech and Defense) remained resilient. Why didn’t this trigger a sell-off? 📉 THE ANALYST CONSENSUS: 1️⃣ The “Irrelevance” of Current Output: Tai Hui (J.P. Morgan Asset Management) and David Chao (Invesco) point to the hard data: 2️⃣ The “New Normal” Regime: Charu Chanana (Saxo) and Gary...
Activism is back, and the leash for underperforming CEOs has never been shorter. According to new data from Barclays, global activist investors launched a record-breaking 255 campaigns in 2025, eclipsing the previous high set in 2018. 📊 THE 2025 ACTIVISM LANDSCAPE: 1️⃣ The Drivers: Jim Rossman (Barclays’ Global Head of Shareholder Advisory) cites a “Goldilocks”...