AI theme still “undervalued” despite rally: Morningstar
AI-linked stocks remain undervalued despite strong gains and heavy infrastructure spending, according to investment analysis provider Morningstar. At the Morningstar...
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Private credit faces defining moment as European ABL market expands
Europe’s private credit market is entering a new phase of maturity, according to speakers at Funds Europe's European Fund Finance...
European private mid-caps “hold their own” against America’s
In 2023, private markets firm Riverside Europe acquired Dastex, a German clean‑room specialist. For Karsten Langer, managing partner at Riverside...
Lift-outs gain traction as managers refocus on core activities
In today’s volatile and margin-pressured environment, lift-outs are gaining traction as asset managers look to sharpen their focus on growth...
Shifting baselines: Why risk models rely on flawed foundations
‘A shifting baseline has distorted our perception of all life on Earth’ - Sir David Attenborough (2020) In ecology, shifting...
