ennovance
Mo Hossain @ Ennovance Capital
Private equity and other alternate asset investor
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Some gentle inter-institutional #investor violence
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“…CPPIB is “extremely more costly” to operate than its peers — its staffing is both vastly larger and better paid — and that “reporting on performance lacks basic transparency”.
https://www.ft.com/content/f7aefff9-914b-4c16-b0d5-2c879ea4f96f via @ft
On global best practice in management of long-term financial capital … and compares Norges Bank Investment Management to Singapore’s GIC and the Canada Pension Plan Investment Board
https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/1715249497393-fac72b8e-4ba4-4466-84bf-006fc8d0bf31.pdf @pensionsnews #pension #fund #privateequity #LP #
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Some gentle inter-institutional #investor violence
🔻
“…CPPIB is “extremely more costly” to operate than its peers — its staffing is both vastly larger and better paid — and that “reporting on performance lacks basic transparency”.
https://www.ft.com/content/f7aefff9-914b-4c16-b0d5-2c879ea4f96f via @ft
On global best practice in management of long-term financial capital … and compares Norges Bank Investment Management to Singapore’s GIC and the Canada Pension Plan Investment Board
https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/1715249497393-fac72b8e-4ba4-4466-84bf-006fc8d0bf31.pdf @pensionsnews #pension #fund #privateequity #LP #
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Chip Technology Spending Gets $81 Billion Boost in China Rivalry
https://www.bloomberg.com/news/features/2024-05-12/chip-technology-spending-gets-81-billion-boost-in-china-rivalry?srnd=homepage-americas
Intel Nears Deal With the #Privateequity firm Apollo for $11 Billion Ireland Partnership
https://www.wsj.com/business/deals/intel-nears-deal-with-apollo-for-11-billion-ireland-partnership-1957d43b
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All the Rage in Private Equity: Mortgaging the Fund
Many private equity firms have quietly begun mortgaging their investment funds, piling leverage upon leverage. In other words, they’re taking out loans against the businesses they’ve already taken out loans to buy.
https://www.nytimes.com/2024/05/11/business/dealbook/all-the-rage-in-private-equity-mortgaging-the-fund.html?smid=nytcore-ios-share&referringSource=articleShare&sgrp=c-cb #lbo #pe #vc #lp #fund #investor #buyout #
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75% of corporate lending comes from #IG and #bank #lending
1) The growth in private credit is giving firms in need of financing more choice and thereby boosting long-run growth, and
2) The growth in private markets is improving financial stability with more capital willing to step in when there is distress.
@OECD
https://www.oecd-ilibrary.org/economics/regulation-of-financial-systems-and-economic-growth_870803826715
@IMFNews
https://www.imf.org/external/pubs/ft/wp/2011/wp11213.pdf
#privatedebt #privatecredit #loan #debt #ennovance
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Ford Cuts Battery Orders as EV Losses Top $100,000 Per Car
https://www.bloomberg.com/news/articles/2024-05-10/ford-cuts-battery-orders-as-ev-losses-top-100-000-per-car?utm_source=website&utm_medium=share&utm_campaign=twitter via @business
🚗A slowdown in demand has left the electronic vehicle makers that followed Tesla to the market battling for survival https://www.bloomberg.com/news/articles/2024-05-08/once-loved-ev-startups-rivn-lcid-teeter-on-edge-as-buyers-sour-on-industry?utm_source=website&utm_medium=share&utm_campaign=twitter via @business
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Private Equity Scrambles to Find an Alternative to IPOs to Unlock $3 Trillion
#Buyout firms, exchanges, bankers scramble for #IPO #alternatives
Number of public companies in US has almost halved since ‘90s
https://www.bloomberg.com/news/articles/2024-05-09/buyout-firms-seek-alternatives-to-going-public-in-weak-ipo-market?utm_source=website&utm_medium=share&utm_campaign=twitter via @markets
#mergers #acquisitions #deals #lbo #GP #mergerarb #fund #investor #PrivateEquity #buyouts #MandA #PE #investments #MergerArb #valuation #valuation #Fed #QE #LP #ACG #Dealmax #Dealmakers #privatedeby #MiddleMarket #Privatecredit #loan
@ilpaorg @ACGGlobal @pensionsnews @IFC_org #leveragedloan #exit
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Private equity in health care: three takeaways going forward
https://www.reuters.com/legal/litigation/private-equity-health-care-three-takeaways-going-forward-2024-05-09/
Private equity targets India’s healthcare sector with record investments
https://www.ft.com/content/335558f1-bdb3-4f38-ab31-2c447a9500c7 via @ft
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🖨️Cash economy (5300 $100 Note in Circulation Per U.S. Person)
@sffed Pandemic Era Excess Savings
Personal saving rates assuming increasing and fixed long-term saving rate assumptions (%): Estimating excess saving under different saving behavior.
#inflation #inequality #fed #stimulus #govenmentspending
https://x.com/mohossain/status/1779287447492235568?s=46&t=GtuOmoaTjOwevz2JidiiDQ
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Office-Loan Defaults Near Historic Levels With Billions on the Line
Over $38 billion of U.S. office buildings face loan defaults, foreclosures or other forms of distress, the highest amount since 2012
https://www.wsj.com/real-estate/commercial/office-buildings-past-due-loans-record-51a373a6 @wsj
#Credit #CBRE #CRE #cmbs #realestate #mf #multifamily #banking #apartments #renting #rent #housing #realtor #Philadelphia #Philly #phl #office #government #healthcare #investor #ennovance
Private credit is driving growth in asset-backed securities
Top Fed official sees surge in private credit as potential vulnerability
https://x.com/mohossain/status/1788278571779117294?s=46&t=GtuOmoaTjOwevz2JidiiDQ
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Big tech’s great #AI power grab
World, estimated #electricity demand, TWh
#energysecurity #oott #esg #climate #inflation #carbontax
https://x.com/mohossain/status/1788264462501151146?s=46&t=GtuOmoaTjOwevz2JidiiDQ
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👍 @AtlantaFed #GDPNow model nowcast of real GDP growth in Q2 2024 is 4.2%
#economy #job #wage #inflation #InterestRates #QE #IRA #stimulus
https://x.com/mohossain/status/1787128773583790241?s=46&t=GtuOmoaTjOwevz2JidiiDQ
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Richcession: #Pandemic-era winners suffer $1.5tn fall in market value
Top 50 biggest stock gainers hit by painful decrease since the end of 2020 as lockdown trends fade
https://www.ft.com/content/8faaafb4-e170-48ce-8957-9f93c0f41c4a via @ft #stimulus #
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US banks report weaker loan demand, Fed survey says https://www.reuters.com/business/finance/us-banks-report-weaker-loan-demand-fed-survey-says-2024-05-06/
US consumer borrowing rose in March by the smallest amount this year as Americans relied less on credit cards
https://www.bloomberg.com/news/articles/2024-05-07/us-consumer-borrowing-posts-small-gain-limited-by-credit-cards?utm_source=website&utm_medium=share&utm_campaign=twitter via @economics @M_McDonough #credit #investor #
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Cheap stocks stay depressed but the gap to expensive shares shows nothing unusual
Ratio of value vs growth stocks in Russell 1000
https://www.bloomberg.com/news/articles/2024-05-07/einhorn-says-markets-are-broken-here-s-what-the-data-shows #equity #stimulus
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The U.S. electricity prices 🆙
Households Wince at the Rising Price of Going Green #Cleanenergy rules carry new taxes and stiff penalties; in Paris, flunking an efficiency check exacts hefty costs in the property market
https://www.wsj.com/science/environment/green-energy-taxes-governments-consumers-7439400d?mod=hp_lead_pos9
ht @tracyalloway #IRA #inflation #oott #energysecurity #esg #climate
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