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    • Asset Management Second Half Expenditure

Asset Management Second Half Expenditure Newsletter
  • 10% earnings cut: Edelweiss AMC CIO sees a rebound only in second half of FY26 17 Feb 2025 00:59 GMT

    … investment officer-equities at Edelweiss Asset Management Company Ltd, which oversees … to pick up in the second half of FY26 (2HFY26) as … to pick up in the second half of FY26 (2HFY26) … recovery will be government capital expenditure (capex) and consumption. …

  • Raamdeo Agrawal foresees robust earnings cycle in second half of 2025 despite global uncertainty 29 Jan 2025 06:33 GMT

    … a-half months, I mean second half of November and full December … stocks do you think the asset management business could also see some … of next year, the government expenditure will be absolutely normal and … But I would think the second half of 25, 26 should be …

  • Brookfield Asset Management Ltd. (BAM) Q2 2024 Earnings Call Transcript 07 Aug 2024 21:09 GMT

    … opportunities to grow our asset management capabilities both organically … remains positive and capital expenditures robust despite elevated … monetization activity in the second half of the year, … established ourselves as an asset manager. Currently, our teams …

  • Activia Properties : Asset Management Report(Semi-Annual Report for the Period ended November 2023 (the 24th Period)) 10 Jun 2024 07:25 GMT

    … 1,454 1,486 Capital expenditure (millions of yen) 810 645 … "Asset Manager") as the surviving company and TLC Activia Investment Management Inc … in REIT prices in the second half as interest rates rose due …

  • Weekly Commentary: Critical Market Juncture 29 Mar 2025 19:04 GMT

    … February… The core personal consumption expenditures price index showed a 0 … Hong Kong arm of Cinda Asset Management, one of China’s four … broadly reach 2% in the second half of our outlook period,’ Ueda …

  • Spectral AI, Inc. (NASDAQ:MDAI) Q4 2024 Earnings Call Transcript 29 Mar 2025 12:13 GMT

    … through a transaction with Sauvegarder Investment Management. The following, the spin off … reflect our R&D expenditures with an added margin to … approximately $2 million in the second half of 2024 as we focused …

  • Invesco’s Nick Kalivas Talks Factor Strategies at Exchange 28 Mar 2025 18:05 GMT

    … VettaFi’s 2025 Exchange conference, asset managers and market experts across the … between the Philadelphia Fed capital expenditures component. The monthly manufacturing survey … with it. Hopefully in the second half of the year when policy …

  • Market Views: Will India’s IPO market scale new highs in H2? 01 Aug 2024 16:05 GMT

    India’s surging stock market has been in the spotlight for several months now. Accompanying this is a red-hot initial public offering (IPO) market, one of the hottest and best-performing globally in the first half of 2024, buoyed by surging valuations and …

  • Time is being called on “US exceptionalism” 25 Mar 2025 02:34 GMT

    … FT article noted that global asset managers had turned “more negative” on … in European stocks. In the second half of 2024 more than $8 … . “But endless tax cuts, mythical expenditure reductions and high levels of …

  • FactSet Reports Results for Second Quarter 2025 20 Mar 2025 10:00 GMT

    … for growth acceleration in the second half of the year." Key … . Buy-side clients, including institutional asset managers, wealth managers, asset owners, partners … growth, market position, subscriptions, expected expenditures, trends in FactSet’s business …

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