Richard Philbin
@richardpphilbin
All views my own or shamelessly copied with no attempt at proving the fact. Married dad of 2; lifelong supporter of Man City #MCFC. Multi Asset fund manager.
ID: 131895033
11-04-2010 17:31:25
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from Guinness Global Investors Low #carbon investments falling. Not good for #EnergyTransition?
....Is the face of capitalism is changing? (taken from a recent presentation by Partners Group )
Why are listed companies increasingly choosing to go private? (from a recent presentation by Partners Group) #PrivateEquity
....the index is not the economy and vice versa... From a recent presentation by Partners Group
#EV penetration. From Guinness Global Investors . Looks like the Chinese are embracing it whereas the US seems to be somewhat lagging...
...this was taken from the weekly market monitor by Goldman Sachs. When the cost of #housing and #education outstrip earnings by this amount surely there has to be something wrong? How does it end?
interesting pie charts from Goldman Sachs. Breakdown of the revenue (domestic / international) from the #Russell2000 and #SP500
"92% of global companies either held or raised #dividend payments in Q2" - according to #JanusHendersonGlobalDividendIndex - #ChristianMayes Portfolio Adviser - tinyurl.com/2atute3y