Click here to read this on StonyFinLab.org	FEB 10, 2023

Financial Independence, Societal Impact

News & Analysis

Chinese PE crowds into semiconductors as export restrictions grow

Private equity investors in China have been investing record amounts into the country's semiconductor industry at a time when foreign supply has been tightening.

Consumer discretionary investors find opportunities despite inflation

Inflation, reduced discretionary income and less available capital led to tough times for consumer discretionary companies in Europe last year. But lucrative entry points remain.

Recommended Reads

Tapping a misunderstood alpha source—effective corporate bond portfolio construction

Effective portfolio construction is an inexpensive alpha source that can allow a credit manager the opportunity to build portfolios around their best ideas.

Taking Stock: Market Views

With inflation remaining elevated and the Fed intent on batting it down with higher interest rates, we see the equity bounces as bear market rallies rather than the start of a new bull trend.

Conferences & Events

OECD Pensions Outlook Report

In this webinar, the key topics to be covered are policy guidance on developing asset-backed pension arrangements and employers'role in the provision of asset-backed pension arrangements. The Webinar is on February 14, 2023.

Centralized Lending Economics

Howard Krieger will describe about the economics of centralized lending, what type of customers centralized lending is intended for, and the hidden risks to many lending platforms today. The webinar is on February 15, 2023.

Upcoming events

1. 13 Feb 2023: APAC REITs & REOCs: [Click here]
2. 15 Feb 2023: Healthcare - the next wave of innovation: [Click here]
3. 15 Feb 2023: Moody's Analytics & Raymond James in Conversation - Current Economic Outlook: [Click here]
4. 16 Feb 2023: Retirement Income Solutions - A Window of Opportunity for DCIO Asset Managers: [Click here]

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