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April 26, 2022

In this week’s FB Roundup, B&M boss Simon Arora announces his retirement; Elon Musk reaches a deal to buy Twitter for $44 billion; and Nandan Nilekani builds a tech platform to take on Amazon in India.

B&M discount chain boss Simon Arora set to retire

Simon Arora, the billionaire co-owner of UK discount chain B&M has announced his retirement after acquiring the then-failing business from Phildrew Investments in 2004.

April 22, 2022

Joey Mason and Ed Snow, the founders of Duplex Capital Partners, talk about how their firm enables personalised therapeutics through data-driven technology and leading-edge medical techniques. 

Coming from entrepreneurial healthcare and venture capital company growth backgrounds respectively, Joey Mason and Ed Snow know the pitfalls and opportunities that come from investing in healthcare.

Their firm Duplex Capital Partners aims to profit from investing in “Digitally-based life science technology companies innovating to underpin the next generation of biotechnology products.” Here, they explain what they do and where they think the industry is going.

April 21, 2022

Inflation-linked bonds are a key defence in a world of deepening negative real yields, says Jasmine Yeo, investment manager at Ruffer LLP.

What was the real return on the US ten-year bond over the past two years? Flat? Down a little?

Wrong – down a lot. The bedrock of the balanced portfolio has delivered a real return of -20% over the past two years [1].

That’s the worst inflation-adjusted performance since 1981 [2].

Traditional balanced portfolios rely on equities and bonds fulfilling their roles – equities for good times, bonds to cushion the bad. But after a torrid three months for markets, investors are being forced to tear up the rulebook.

April 20, 2022

In this week’s FB Roundup, François Pinault looks to acquire music streaming platform Deezer; Robert Kraft’s family donates $24 million to Harvard Business School; and Ashwin Damera invests in an Indian venture lending firm.

François Pinault looks to acquire music streaming platform Deezer
French businessman François Pinault [pictured left] is aiming to buy music streaming platform Deezer in a deal estimated at $1.6 billion.

The founder of the luxury group Kering and investment company Artémis, along with other founders of the special purpose acquisition company (SPAC) I2PO, plans to take the company public if the deal goes ahead.

April 20, 2022

The metaverse, a term first coined in 1992 by Neil Stephenson in his novel Snow Crash, has developed over the past two years from a science-fiction theory to a real-world technology that is predicted by Goldman Sachs to be a $12.5 trillion opportunity by the end of the decade, says Michael Gord, co-founder and chief executive officer of GDA Capital.

The metaverse, a term first coined in 1992 by Neil Stephenson in his novel Snow Crash, has developed over the past two years from a science-fiction theory to a real-world technology that is predicted by Goldman Sachs to be a $12.5 trillion opportunity by the end of the decade.

April 19, 2022

In this week’s FB Roundup, Brewing heir Santo Domingo joins a Chelsea FC consortium; Twitter’s board of directors approves a ‘Poison pill’ strategy against Elon Musk’s takeover bid; and Sir Terence Conran’s former restaurant empire is up for auction.

Brewing heir Santo Domingo backs Chelsea FC takeover bid
Colombian-born billionaire brewing heir Alejandro Santo Domingo [picured left] has announced his backing for the bid to buy Chelsea Football Club.

Santo Domingo, who sits on the board of the world’s largest brewer ABInBev, has joined part of the investor group spearheaded by former Liverpool FC and British Airways chairman Sir Martin Broughton.

April 7, 2022

Events in Ukraine are to be seen, first, through the lens of humanity. Through the lens of finance, Russia’s invasion is having the same effect as Covid-19: it is accelerating trends which are already in place. And those trends are inflationary says Ruffer LLP chairman Jonathan Ruffer.

Events in Ukraine are to be seen, first, through the lens of humanity. Through the lens of finance, Russia’s invasion is having the same effect as Covid-19: it is accelerating trends which are already in place. And those trends are inflationary.

April 5, 2022

In this week’s FB Roundup, Elon Musk obtains a 9.2% stake in Twitter; Henry Sy’s family buy out Philippine Geothermal Production Co; and The Rockefeller Foundation makes a $105 million climate-friendly food pledge.

Elon Musk obtains 9.2% Twitter stake for $2.89 billion
Shares in social media titan Twitter have swollen by 25% after the world’s richest person Elon Musk [pictured left] bought a 9.2% stake for $2.89 billion.

The Tesla and SpaceX founder snapped up 73,486,938 Twitter shares in a move that has surprised many, particularly as Musk has been critical of the channel’s free-speech policies.

April 4, 2022

The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.

The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.


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