All GLG News Analyses Filed Under: Asset Management & Private Banking

Was Nomura's investment in Lehman a savy move?

August 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Nomura reclaims Lehman's London equities top spot | uk.reuters.com

 The integration of Lehman's European/Middle East & Asian teams have been a challenge for Nomura: difficulties in the system integration (many core systems of  Lehman being in the US with Barclays!), cultural integration (speed of the decision making) and salary structure integration.I believe that the bad news are behind us and that Nomura has a great opportunity to come back very strong and as a major competitor. They should tap on their Lehman alumni to strengthen also their American presence

Sovereign Funds: myth or reality?...

August 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:New sovereign funds to emerge as crisis eases | uk.reuters.com

On one side you have countries with effective account surpluses due to the luck of their geography (fe: Norway, Abu Dhabi, Alberta,....) or their hard work transforming them as "location of excellence for their service industries" (fe: S'pore, HK, Switzerland). These countries can develop effective SWF to manage their account surpluses.On the other side you have SWF created which are only "public accounting gimmicks" of countries with "no public account surpluses" (fe: France, Japan....)

Calming Markets May Motivate Sovereign Funds to Seek Aggressive Returns.

August 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:New sovereign funds to emerge as crisis eases | uk.reuters.com

The impact of pooled investment money, including hedge funds, is attributing to an increase in capital within the financial markets.

Growth of sovereign wealth funds limited by the financial crisis

August 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:New sovereign funds to emerge as crisis eases | uk.reuters.com

SummaryYes there will be more funds allocated to long term investments for returns but as countries incur high fiscal deficits and look to fund them through public debt - both domestic and potentially foreign, there may be some sovereign funds less able to make such allocations.

European distress, opportunity for different style investors seen by HIG Capital

August 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:HIG Capital sees potential in European distress | uk.reuters.com

New style investors in Europe . How can the risk minimize? What to avoid in investments?

BT's pension scheme to hold less in equities

August 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:BT’s pension scheme to hold less in equities | www.ft.com

Pension deficits will be one of the primary reasons that institutional money flows back into levered investments. I predict BT will eventually find a way to take on more risk not less in order to avoid making hugely greater pension contributions. Money is already beginning to flow back into hedge funds.

Most elite hedge funds do not have open slots. New capital is from existing LPs.

July 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Hedge fund assets soar by $100bn | business.timesonline.co.uk

Endowments, and other active HF investors are in dire terror of not meeting their budgets for the next fiscal year their appetites for risk have magnified.  It is not greed but fear. As the PE funds have no place to put capital to work right now, HFs are the  main beneficiary (domestic Life Science VCs have raised money) of income and capital gain hungry institutions.  Alot of capital expenditures, scholarships and pensions are being put at risk without a full understanding.

Harnath SithamrajuConsultantHarnath Sithamraju

Investment in Indian Equity should be selective

July 26, 2009

Analysis of:India Inc tapping foreign funds for equity binge | uk.reuters.com

1. Indian economy is in a growth phase.Notwithstanding global meltdown.Need for infrastructure development has seen a flurry of activity in that sector.Growth of a company is dependent on its proximity to the political class except perhaps for a Tata. 2. Choose companies that meet International Accounting standards.

Wise Move on HSBC's Part

July 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:HSBC funds of funds eye emerging markets | uk.reuters.com

This analysis argues that selected emerging markets will be strong performers in the long term.  Focus is on the Russia equities market. 

Self centered crisis management does not help turnaround

July 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:BoA pips UBS as top wealth manager | uk.reuters.com

The former strength of a centrally led UBS power-house is becoming one of it´s achilles heels during crisis-management times. More fragment and de-centralized leadership styles have proven more resistant in volatile and frightened market and client environments. Balancing a strong central vision with a autonomous local or regional execution will remain a key differentiator for Private Banking during the coming years.

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