Investing Caffeine

APRIL 1, 2022

Adding the Russian invasion of Ukraine to the mix has been like pouring gasoline on the flames of inflation, especially when it comes to the energy and food sectors. They certainly could, but valuations remain attractive given where interest rates currently stand. Could the headwinds previously described cause prices to go lower?

Economy 59

Economy Economics Valuation Investments 59

Trade Brains

APRIL 23, 2023

In addition to banking services, Axis offers investment banking, broking, and asset management services through its various subsidiaries. Not just in traditional banking, Axis also leads in the digital banking space with 17% UPI, 15% mobile banking, and 12% credit card market share. .) and a return on assets of 1.8%.

Pharmaceutical 105

Pharmaceutical Banking Insurance Distribution 105

Bell Investment Advisors

JUNE 29, 2023

What happened was, when interest rates rose, the value of their portfolio of long-term assets declined. And remember, with a lot of financial markets, it’s not what the result is but it’s more the change in expectation. This is the consumer price index, but stripping out food and energy which are more volatile.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

JULY 24, 2023

The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. Tell us about the post-World War II secular bull market. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961. Yet the market peaked in 1968.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. Well guess what?

Banking 144

Banking Assets Investments Investing 144

The Big Picture

FEBRUARY 20, 2024

You know, a lot, lot of things we were focused on at the time was trying to provide support to financial markets. So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example. But food prices definitely have, and shelter prices have moved up.

Banking 144

Banking Economy Marketing Marketing 144

James Hendries

JULY 21, 2022

percentage points to come off of core consumer prices by year-end—the latest reading for the Fed’s preferred inflation measure, the Core Personal Consumption Expenditures (PCE) Index excluding food and energy for May, was 4.7%. Lower inflation tends to bring higher valuations (Fig.1). Labor markets are still tight. If the U.S.

Management 52

Management Marketing Marketing Valuation 52