Category Archives: cash flows

Calling $24 billion in net gains “subpar”… Warren Buffett’s secrets of communication

“A number of good things happened at Berkshire last year (including $24 billion in net gains), but let’s first get the bad news out of the way.” That’s how Buffett starts his 2012 annual letter to shareholders. His top three … Continue reading

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China Investment Corporation – It pays to invest overseas… and in equities

The picture is simple. Sovereign funds, in Asia-Pacific and the world at large, act as a leading indicators for the investment management industry. They have long-term capital to play with and are willing to take calculated risks in alignment (hopefully) … Continue reading

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Monaco Fund Forum 2013: Lights, Camera, Action…

Where to begin… the Monaco Fund Forum International 2013, the largest asset management conference in the world, was another milestone. Featuring Sir Bob Geldof along with hundreds of CEOs worldwide, conference director Jenny Adams went out on a limb and … Continue reading

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Largest pension fund worldwide, GPIF, increases equities and foreign allocations

The largest pension fund globally, Japan’s GPIF, is increasing equity allocations and foreign investments at the expense of fixed income to move into riskier assets. It’s part of what the media has called “Abenomics”, the not too creative neologism of … Continue reading

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Multi-Convergence: BlackRock buys private equity real estate specialist MGPA – Asia focus

The era of multi-convergence. We have seen KKR/Schwab, GCS/ICBC/Dexia, Franklin Templeton/K2, Principal/Liongate, and many more examples of traditional and alternative convergence. This week BlackRock bought private equity real estate firm MGPA to boost its Asia and Europe presence, doubling its … Continue reading

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Few surprises in European Pension Fund Asset Allocation: Equities down, Alternatives Up

The latest Mercer data on European pension funds and their asset allocation shows an aggregate decrease in equities from 43% to 39%, and over half of them now have alternatives allocations (UK leads the way with 75%). In other words, … Continue reading

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Lost Generation… Income and wealth building disparities in the US

The Urban Institute, founded according to LBJ ” to bridge the gulf between the lonely scholar in search of truth and the decisionmaker in search of progress” has hit on an inconvenient truth. Generation X and Y are lost… at … Continue reading

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