Tag: Portfolio Management
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Asian AI Exposure Drives Outperformance: ClearBridge EM Strategy Q3 2025 Commentary
Market and Performance Overview Emerging markets delivered a robust performance in the third quarter of 2025, with a gain of 10.6% as measured by the MSCI Emerging Markets Index. The outperformance versus many developed markets reflected a broad-based rebound in risk assets, supported by improving earnings visibility, policy normalization in key economies, and a favorable…
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Goldman Sachs Announces Acquisition of Industry Ventures in $7 Billion VC Push
Goldman Sachs Expands into Venture Capital with Industry Ventures Acquisition Goldman Sachs has agreed to acquire Industry Ventures, a San Francisco-based venture capital firm managing about $7 billion in assets under supervision. The deal, valued at $665 million in upfront cash and equity with potential additional consideration of up to $300 million based on future…
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Is a New Euro Crisis Looming for My Portfolio?
Understanding the Euro Crisis Threat In recent months, discussions surrounding the stability of the Eurozone have intensified, raising concerns among investors about potential impacts on their portfolios. The warning from former French Prime Minister François Bayrou about the country’s debt situation is particularly alarming. He described the national debt as a “silent and invisible bleeding,”…