In this edition of the Paul, Weiss Private Equity Digest, we take a look at the possibly revived PIPEs market and discuss key considerations for private
equity investors looking to put capital to work in this space.
(ETF.com: Aug 23, 2017) ETF.com suggests middle capitalization as a «sweet spot» for
equity investors looking to improve risk - adjusted returns and potentially outperform large - cap funds.
US
equity investors looking for growth stocks can consider opportunities south of the border, Though Mexico is usually avoided by the investment community due to political risk, violence, etc. there are many factors that favor investment in the country's equity markets.
Regarding the FAM Value Fund the article states, «It deserves to be better known, most especially by
equity investors looking for a committed team, a value - sensitive strategy and a long, consistent record.»
Equity investors looking to lock in gains sold, moving cash to bonds at relatively attractive rates.
But I guess it makes sense because after the NASDAQ bubble burst in March 2000, real estate started taking off partly because the Fed aggressively lowered interest rates, and partly because
equity investors looked at hard assets to park their money.
Not exact matches
Other
investors looking into the deal included Baring Private
Equity Asia, said the Wall Street Journal, which initially reported the deal.
The options advisor added that, instead of exposure to
equities and bonds,
investors may want to take a second
look at inflation plays.
Although the rules and requirements weren't yet finalized as of this writing, it
looks like entrepreneurs
looking to crowdfund via the
equity model will be required to make at least the following information available to the SEC, to the platform through which they raise funds, and to potential
investors:
In an exclusive excerpt from his upcoming shareholder letter, Warren Buffett
looks back at a pair of real estate purchases and the lessons they offer for
equity investors.
I have often seen cases in which entrepreneurs are unable to repay relatives because they subsequently raise money from professional
investors who do not
look kindly on business owners who try to repay one class of
equity investors before others.
Curiously enough, despite Zimbabwe's weak economy,
investors have also
looked to
equities to protect against potential future inflation.
The technical analysis team at Bank of America Merrill Lynch has
looked at monthly performance for the benchmark S&P 500 dating all the way back to 1928 and concluded that March and April provide a sweet spot of sorts for
equity investors.
Investors have gotten their pullback, but it doesn't
look as though they are using the opportunity to buy
equities.
Global private
equity deals have enjoyed their strongest start in five years, buoyed by the record amounts of cash flowing into the sector as institutional
investors look for ways to boost their returns, writes Javier Espinoza.
Small private
equity firms and other
investors have begun circling small businesses that sell on Amazon,
looking to buy up and combine the most attractive, several brokers told The Information.
Benchmark spot gold prices were on course for an over 1 percent decline this week, pressured by a thaw in tensions on the Korean peninsula and a stronger dollar as
investors looked to riskier assets such as
equities.
Royal Commission issues aside - and that in itself is potentially a big stumbling block -
equities desks reckons big global
investors would
look at MLC in the hope of grabbing a bargain.
With more startups staying private longer,
investors are
looking for ways to add
equity in private companies to their investment mix through the use of secondary transactions.
Listed
equities investors will also get a close
look at a piece of the action next week, when US - based Coronado Coal fronts fund managers in a non-deal roadshow.
Management's
Equity Interest —
Investors should look for a company in which top management's interests are closely related to investor
Investors should
look for a company in which top management's interests are closely related to
investorsinvestors».
As a result, many
investors who are
looking for better returns have given up on bonds and piled into the
equities market, since many are still soured on real estate as an investment vehicle.
As we
look back on 2017, it will likely be remembered as an exceptional year for many
investors, specifically those who owned
equities and other risk assets.
Here's a
look at how
investors adjust their expectations based on market conditions that puts some perspective on what realistic investment returns might be after the type of run
equities have had.
The young
investors who are
looking to enter the market would likely be cheered by
investors, who have long argued that millennials should get over what some have described as an aversion to
equities — a byproduct of their coming of age and starting their careers during the worst of the financial crisis — and take advantage of a long - term, buy - and - hold strategy that allows them to benefit from compound interest.
An
investor would be well served to ignore the buy, sell or hold recommendation S&P attaches to each of the reports, instead
looking at the growth in earnings, debt levels and the return on
equity rates for past several years.
One of the key benefits of
equity crowdfunding is the ability to raise from both traditional venture
investors, such as angels, VCs, and family offices, along with
investors from the crowd (i.e. regular people
looking to diversify their portfolios with startup investments).
«As a growth
equity investor, I am very fortunate to partner with highly successful owner - entrepreneurs who are
looking to take their businesses to the next level.
The Fund is appropriate for
investors who are seeking long - term capital appreciation by investing primarily in
equity securities of U.S. small - cap companies, are
looking to hold their investments for the long term and can tolerate considerable fluctuations in their portfolio.
Carlyle managing director David Bluff, who took control of Carlyle's Australian team just over 12 months ago, said the private
equity investors would
look to grow iNova's footprint.
I think
equity investors are making the same mistake today when they
look to the alleged safety of high - yield stocks.
The same goes for
investors looking to buy
equities (FIGURE 4).
Well, it
looks like
equity investors may be in for a reboot of their own — except this one isn't going to be playing down at the local multiplex.
Equity Crowdfunding (ECF) is a new way to use the internet and social media to efficiently connect businesses trying to raise funds and
investors looking to invest in promising new Startups and Small - Medium Size Businesses (SMEs).
Investors fled the
equity markets and prices eventually reached a level where stocks began to
look like a bargain again.
Their cost of capital is a function partly of low interest rates and part of the implicit share price is a function of the fact that
investors have
looked at
equities for dividends rather than bonds for yield because the bond market is so expensive.
Relative to investing, we value
investors look to identify
equities selling for prices well below our estimate of their intrinsic value because history has taught us that the prices of these securities will converge toward their true worth.
Furthermore, with US
equity markets reaching new highs and the interest - rate environment
looking negative for bonds, we believe
investors will seek out product offerings from alternative managers that can offer access to alpha2 across alternative asset classes.
But if the stock market continues its retreat and enters a 10 percent correction phase, as many Wall Street forecasters predict,
investors will be
looking for return, at least until they get brave enough to start buying the
equity dip.
If you're a value
investor, you're
looking for stocks with low debt - to -
equity ratios, low P / E ratios, depressed prices, and positive future earnings forecasts and prospects.
Based in Singapore, FundedHere is an
equity and lending - based crowdfunding platform that connects
investors with promising startups in Asia
looking to raise between S$ 100,000 and S$ 1 million.
When a company
looks to raise an
equity round of financing, the options again include family and friends, as well as angel
investors, early - stage venture capital, and private
equity firms.
«Many
investors are
looking for exposure to emerging markets, but do not have the risk appetite for emerging market
equities or emerging market local - currency debt,» said Fijalkowski.
A prolific serial technology CEO and
investor,
looking to connect to senior executives and private
equity participants in the global technology business.
It's nothing new that private
equity funds are continuously
looking for new sources of revenue and capital, and a very promising source is the individual retail
investor.
When
investors look for less yield and more total return (capital appreciation) in certain asset classes, the
equity sensitivity also plays an increasing role in absolute risk.
For
investors looking for an
equity play on global growth, consider a higher allocation to emerging market (EM)
equities.
I think it's a very careless time for
equity and bond
investors from a longer term perspective whereas those of us who are Austrian have a bend for the idea of real money, sound money, and one of the things that
looks pretty attractive in a Ponzi finance global macroeconomic backdrop would be precious metals I would say.
Instead, Koesterich says that
investors are
looking for ways to diversify
equity risk, and the historical diversifier of choice — bonds — is increasingly correlated to
equity, and should become more so as monetary policy evolves and rate hikes take place.
Investors looking to access eurozone
equities may want to consider iShares MSCI Eurozone ETF (EZU), iShares Currency Hedged MSCI Eurozone ETF (HEZU), or iShares Core MSCI Europe ETF (IEUR).