Main Street Research’s Post

“There are a lot of overlooked credits that are begging for someone to turn over the rock and say, ‘Gosh, this might be a worthy investment.’” Our founder, Mark Travis, and Chief Investment Officer, Hunter Hayes, were recently featured in Barron's. The article outlines our team's investment approach, including how we account for recent market volatility. 📖 Read the Full Article >> https://hubs.ly/Q02KBkXB0 #barrons #portfoliomanagement #bondinvestors

I'll just leave this here)) "A year from now, you won't be able to tell the difference between public and private markets. It won’t even be different liquidity". https://lnkd.in/eJ-KdWvr #privatemarket #secondaries #investments

Private Capital Markets vs. Public Capital markets - a tremendous and fundamental change on the way! In few years from now any investor has to have Private stocks and Private debt in his portfolio. It’s gonna be a new normal reality for an avarage asset allocation. Please check out this interview from a high-level CEO from one of the biggest US asset managers. It is all about this trend… And with Sky Cliff Capital Markets - you get “all in one” access to this new reality!

CNBC: Marc Rowan of Apollo Capital shares a provocative perspective on the convergence of public and private equity, challenging concerns over daily mark-to-market fluctuations and liquidity discounts. He posits that the origination business could serve as the ultimate bridge between these realms, promising a tantalizing future for investors. This is a conversation worth tuning into. #origination #publicequity #liquidity

June 6 - WBroker Daily Note The "Starliner" spacecraft of the US Boeing Company was launched from the Cape Canaveral Space Force Base in Florida on the 5th, carrying out its first manned test flight mission, carrying two US astronauts to the International Space Station. Berkshire Hathaway, a company owned by Warren Buffett, announced that it has established a joint venture with Occidental Petroleum, one of its major holdings, to adopt Occidental Petroleum's patented Direct Lithium Extraction (DLE) technology for the commercial production of high-purity lithium compounds. According to data released by Japan's Ministry of Health, Labour and Welfare on Wednesday, Japan's total fertility rate (TFR) fell to 1.20 in 2023, down 0.06 percentage points from 2022, marking the eighth consecutive year of decline and reaching a record low. The global trend of interest rate cuts is further accelerating. On Wednesday, the Bank of Canada cut its interest rate by 25 basis points, from 5% to 4.75%, in line with market expectations. The Bank of Canada's governor indicated that there are reasons to expect further rate cuts if inflation eases. With US stock chip stocks rallying across the board, ASML's share price surged over 8% to near its all-time high, pushing ASML's market capitalization above $410 billion and making it the second-largest company in Europe by market capitalization, behind Novo Nordisk. Sources: Wind, Reuters, Jinshi, Sina Finance, Wallstreetcn, Eastmoney https://lnkd.in/gFguVkeE

Dive into the essentials of Private Equity in our latest "Breaking into Private Equity: A Veteran’s Guide" series. Join us for a deep dive into the strategies and decision-making processes that define success in Private Equity. #veterans Read the full article here: https://lnkd.in/euuGm84G

While momentum is building for a Trump presidency, we see opportunities for investors to take advantage of still-high yields over the short term. Read more here sc.com/marketviews-1907/ #Investing #WeeklyMarketView #WealthManagement 

Capital at risk. For professional investors in the UK only. See the three key reasons why Paras Anand, CIO of Artemis, believes UK equities will continue to rise in value. https://lnkd.in/ejysjmqG #investing #UKequities

The Dawn of Resurgence - Investor Magazine January 2024 To find out more, visit: https://lnkd.in/dSNfbmN9 #Almeezan #Almeezaninvestments #Investorsmagazine #Resurgence #Mutualfunds #Shariahcompliant

It was good to hear from a number of participants in the market on how they felt about the change in approach from Lloyd's on the capital modelling front. As with any change, there is an adjustment period required before anyone can get fully comfortable. Read about the highlights of our discussion in this blog Julien Masselot wrote. Our next roundtable will focus on validation, so stay tuned! #capitalmodelling #validation #LloydsOfLondon #BarnettWaddingham #generalinsurance