A chief investment officer at a $5.8 billion firm lays out why a dot-com-style bubble brewing in stocks will culminate in a 30-40% crash — and says the Fed could set it off

A chief investment officer at a $5.8 billion firm lays out why a dot-com-style bubble brewing in stocks will culminate in a 30-40% crash — and says the Fed could set it off

February 20, 2021 Darnetta Mahaffy 0

Summary List PlacementWorries about a bubble in the stock market have been growing since valuations spring-boarded off their March 2020 lows amid unprecedented monetary support from the Federal Reserve. These concerns have only grown stronger since November, when investors became excited about the prospect of robust fiscal stimulus from a Democrat-controlled government. Around the same…

The Brand Investment in Esports Report

The Brand Investment in Esports Report

January 18, 2021 Darnetta Mahaffy 0

Summary List PlacementEsports viewership is on the rise. Thanks in part to streaming services such as Twitch, the number of esports fans globally is anticipated to surge 59% over the next four to five years. This rapid expansion, coupled with the tendency for esports spectators to be younger and more receptive to sponsorship, is driving…

An investment chief overseeing $23 billion breaks down 2 critical election-linked risks facing the market — and shares the smartest way to turn them both into profit opportunities

An investment chief overseeing $23 billion breaks down 2 critical election-linked risks facing the market — and shares the smartest way to turn them both into profit opportunities

October 21, 2020 Darnetta Mahaffy 0

Summary List Placement No matter how many things complicate the campaign, modern presidential elections in the US have binary outcomes where one major candidate wins and the other loses. But investing based on what happens in those elections isn’t that simple, as evidenced by the huge number of theories and trades that tell investors what…

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An inside look at the investment strategies guiding Blackstone’s real estate portfolio — and why it’s still betting big on logistics while the competition crowds the asset class

August 22, 2020 Darnetta Mahaffy 0

Blackstone, the world’s largest corporate landlord, has $46 billion of dry powder allocated for real estate, as the pandemic commercial real estate shakeout begins. Global co-head of real estate Ken Caplan spoke with Business Insider about how the firm is thinking of investing its money in the post-lockdown landscape.  Logistics, already the biggest part of…