Download PDF Introduction Over the past decades, private equity has emerged as a robust asset class, consistently matching—and often outperforming—public market returns over longer horizons. This article examines the performance of private equity funds, detailing how strategies such as multiples expansion, deleveraging, and operational improvements have driven returns. Yet over Read more…
Download PDF Definition Over the past years, Private Equity Co-Investments have been on the rise. A PE Co-Investment is a minority investment that is made directly into a company alongside a private equity sponsor who is acquiring a controlling/majority stake on said company. GPs may want Co-Investor for some deals Read more…
Download PDF About Boaz Weinstein Boaz Weinstein is a seasoned hedge fund manager specializing in credit derivatives, structured products, and event-driven strategies. He began his career at Deutsche Bank [BIT:1DBK] in the late 1990s, where he founded Saba Principal Strategies, a proprietary trading group focused on relative value opportunities in Read more…
Download PDF Introduction In 2024, global M&A activity maintained a strong pace, with deal value rising by approximately 15% compared to 2023. This growth occurred despite market conditions improving less than expected, as interest rates remained high and geopolitical tensions persisted worldwide. The trend continued in the final months of Read more…
Download PDF Introduction Private equity (PE) has long been a transformative force, driving innovation and growth across industries such as healthcare, technology, and real estate. With its vast capital reserves and strategic expertise, PE has reshaped traditional business models, often enhancing efficiency and profitability. PE has experienced massive growth since Read more…
Download PDF Introduction India’s IPO market achieved a historic milestone, with proceeds more than doubling from $7.9bn in 2023 to nearly $21bn in 2024. Fast-growing Indian market has topped the global IPOs rankings with 338 listings, surpassing China by deals value and number, and being outpaced only by the US Read more…
Download PDF Introduction When it comes to pizza restaurant franchises, Domino’s [NYSE: DPZ] is a household name across the world. Trading at a current stock price of $476, it is down 6.5% in the last six months. Despite many sell side analysts revising their target price downwards for Domino’s over Read more…
Download PDF Why is an Airport a Good Investment? The airport industry is far more complex than airplanes arrivals and departures. Initially revenue came from passenger fees, but over time airports have become complex business with multiple revenue streams. On one hand, there are the passenger related fees which are Read more…
Download PDF Japan’s Yen Carry Trade Unravels The dramatic unravelling of Japan’s yen carry trade earlier this summer has continued reverberating through global markets weeks after the initial turmoil. In late July, the Bank of Japan made a pivotal shift in monetary policy, raising the target rate for 10-year government Read more…
Download PDF Introduction Lithium is a chemical element (Li) that in its purest form takes the form of a soft silver metal, the lightest metal on Earth. Lithium is obtained as lithium hydroxide, a white, crystalline substance, or lithium carbonate, a white, powdered substance, through two different methods: extracted from Read more…
Download PDF Introduction In an increasingly interconnected yet fragmented global economy, dual listings have reemerged as a pivotal strategy for companies seeking to navigate complex financial landscapes. With the rumour about Holcim’s possible dual listing, as well as Alibaba’s recent conversion to such, it seems like this complicated deal structure Read more…
Download PDF Introduction Altice, a multinational telecommunications and media conglomerate founded by Patrick Drahi in 2001, has developed into a diverse portfolio of businesses across telecommunications, broadband, media, and IT services. With operations spanning Western Europe, the US, Israel, and the Caribbean, Altice’s growth has been driven by a series Read more…
Download PDF Introduction Undoubtedly private markets are inherently illiquid. When an investor wants to cash out of private funds, they must navigate ambiguous pricing mechanisms, information asymmetries, and reliance on intermediaries. In the usual course of events, liquidity in private market investments is realised through planned exits. However, unforeseen circumstances Read more…
Download PDF Introduction The Consumer Healthcare sector has long been crucial for consumers to find quick solutions without heading to the doctors, covering over the counter (OTC) products such as supplements, medicines (painkillers), skincare, hygiene products, and more. With the rise of digital healthcare tools and prescription management, Consumer Healthcare Read more…
Download PDF Introduction European innovation has finally gotten to American shores. Over recent years, synthetic risk transfers (SRTs) have become an increasingly relevant tool within banking, prompting both industry excitement and regulatory concern. In a nutshell, SRTs are financial transactions that banks use to transfer the credit risk of certain Read more…