In an interview with Bloomberg, Thornburg Investment Management Portfolio Manager Emily Leveille emphasized that the AI arms race is ongoing, and investors are keen on owning the 'arms dealers' of this technology. However, she expressed caution regarding consumer stocks, expecting a slowdown in that sector. The discussion took place on October 31, 2024, with hosts Scarlet Fu and Vonnie Quinn.
Leverage levels are becoming crucial in attracting investors. As firms seek to enhance returns, they are using higher leverage to boost their appeal in competitive markets. This shift signals a growing trend where investors are more drawn to opportunities with strategic leverage, highlighting its importance in today's investment landscape.
Ares Management Corp. has boosted its assets under management to $464 billion in the third quarter, marking a 17% increase from last year. This growth is fueled by heightened interest in its US direct lending funds and recent private equity acquisitions.
The recent sharp selloff in UK bonds, which pushed borrowing costs to their highest level in a year, lost steam on Friday. Investors paused their selling, leading to a stabilization in the bond market.
Bitcoin's surge towards a record high is losing steam as betting markets show a decline in election odds for pro-crypto Republican nominee Donald Trump. This shift could be impacting investor confidence in the cryptocurrency.
Emerging-market assets faced a rocky October, marked by increased volatility. Rising global yields and a stronger dollar pressured these markets as investors quickly adjusted their risk assessments ahead of the upcoming US election.
Asian equities remained in a tight range today as investors braced for the upcoming US election and important economic data. This data is expected to influence the next decision by the Federal Reserve, adding to the cautious sentiment in the market. Traders are closely watching developments to gauge their impact on future monetary policy.
Goldman Sachs Group Inc. reports that US money markets are preparing for a familiar month-end trend. This week, there’s expected to be a noticeable spike in overnight lending rates. This increase is linked to Wall Street banks managing a significant influx of new Treasuries.
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Chinese stocks managed by passive funds have now surpassed those managed by active funds, marking a significant milestone in the country's investment landscape. This shift highlights China's rapid progress in aligning with the global trend toward passive investing.
