In a stunning display of “markets over geopolitics,” US equity indexes surged to new records on Monday, largely brushing off the dramatic US military strike that captured Venezuelan President Nicolas Maduro. While President Trump declared temporary American control over the nation and threatened further action in Colombia and Mexico, Wall Street focused on the potential...
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...