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Despite a softening advertising market, college football remains a lucrative draw for networks, with Disney's platforms experiencing record viewership this season due to the expanded 12-team College Football Playoff format. Advertisers are seeing increased engagement, with Disney's ad slots proving significantly more effective than competitors. As a result, Disney has sold out most of its advertising spots for the upcoming championship games, reflecting a strong demand for college football content.
Maria Angelicoussis, Greece’s wealthiest shipping magnate, is shifting her family office's focus towards publicly traded investments after achieving significant gains in private markets. Under the leadership of former hedge fund executive Laura Lavers, Nicrone, the investment firm of the Angelicoussis Group, is moving away from its previous heavy allocation to private markets.
The Bank of England has warned that non-bank financial institutions are often ill-equipped to handle crises, lacking the ability to anticipate the behavior of counterparties, investors, and markets during stressful periods. This assessment follows a year-long examination of how various market participants, including hedge funds and asset managers, would react to sudden shocks in global financial markets.
The Bank of England has raised concerns about private equity's growing involvement in the insurance sector, warning that it increases the risk of "fire sales" that could destabilize financial markets. Many US private equity firms are acquiring life insurers, while UK insurers are shifting risk to PE-backed reinsurers, which often pursue higher returns through riskier, illiquid investments.
Active momentum funds are gaining popularity as major fund houses like Axis MF, Nippon MF, and Union AMC launch new schemes, despite the presence of over 20 passive options. Fund managers argue that the active approach, which involves continuous market analysis, is crucial for navigating inherent risks, especially during market downturns. Umeshkumar Mehta from Samco Mutual Fund highlights that momentum strategies have thrived in India's rising market over the past 15 years, emphasizing the need for flexibility in active management.
Market returns in India are expected to moderate after two years of strong performance, as the equity market faces challenges like slowing earnings growth and high valuations. In response, traders are turning to pair trading, a strategy that allows them to profit from the relative performance of two correlated stocks while minimizing market exposure. Short-term pair trade ideas include JSW Steel versus Tata Steel, offering opportunities in a sideways market.
Shares of Paytm and CAMS surged 3 percent, reaching 52-week highs of Rs 952 and Rs 5,098.80, respectively. CAMS has seen an 89 percent increase year-to-date, while Paytm has gained 47 percent. Their inclusion in the F&O segment is expected to enhance liquidity and open new trading opportunities, also qualifying them for potential entry into the Nifty 50 index.
Wall Street banks are poised for their worst trading year since the pandemic, with projected revenues from foreign-exchange and rates trading falling significantly. Over 250 firms, including major players like Goldman Sachs and JPMorgan, are expected to generate $32 billion from Group-of-10 rates and $16.7 billion from currencies, marking declines of 17% and 9% respectively.
Milwood Hobbs, Managing Director at Oaktree, discusses the complexities of sourcing credit deals, emphasizing the importance of finding sellers in a less liquid market compared to public equities. With a background in leveraged finance at Goldman Sachs, he shares insights on evaluating opportunities and the dynamics of deal origination.
TS Lombard has outlined strategies for 'tariff-hedging' European portfolios, emphasizing the importance of navigating the complexities of trade policies and tariffs. Investors are advised to consider various financial instruments and market conditions to mitigate risks associated with tariff fluctuations.
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
college football playoff expansion drives record viewership and advertising for disney
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Donovan Edwards
Michael Taaffe
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14:15 29.11.2024
shipping magnate shifts focus to equities after private market success
12:46 29.11.2024
non-banks face crisis risks warns bank of england analysis
11:30 29.11.2024
private equity's entry into insurance raises financial market risks warns bank of england
11:30 29.11.2024
active momentum funds gain popularity as major players enter market
07:36 29.11.2024
pair trading strategies emerge amid market consolidation in india
06:02 29.11.2024
Paytm and CAMS shares reach 52-week highs after F&O segment inclusion
05:49 29.11.2024
wall street traders face lowest revenue since pandemic amid challenging conditions
Euro
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The Goldman Sachs Group Inc
JPMorgan Chase & Co.
Citigroup Inc.
Morgan Stanley
USA
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03:00 29.11.2024
sourcing the best credit deals insights from milwood hobbs at oaktree
02:04 29.11.2024
strategies for tariff hedging in european investment portfolios
00:06 29.11.2024
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