Poland’s largest lender PKO Bank Polski SA is speeding up its evaluation of opening a branch in Hungary after a pro-European opposition secured a landslide victory. Hungarian Prime Minister Viktor Orban conceded defeat in Sunday’s election after 16 years in power. The historic win by Peter Magyar’s Tisza party is seen helping unblock access to EU financing, which has been partly frozen by Brussels...
Poland’s largest lender PKO Bank Polski SA is speeding up its evaluation of opening a branch in Hungary after a pro-European opposition secured a landslide victory. Hungarian Prime Minister Viktor Orban conceded defeat in Sunday’s election after 16 years in power. The historic win by Peter Magyar’s Tisza party is seen helping unblock access to EU financing, which has been partly frozen by Brussels due to rule-of-law breaches by Orban’s administration. “Following the election, we hope for a more predictable regulatory environment,” PKO Chief Executive Officer Szymon Midera told Bloomberg News in Warsaw on Monday. The state-controlled bank plans to double its European branch network to keep up with local companies expanding beyond their home market, the CEO said earlier this year.
CHUNYIP WONG/iStock via Getty Images KKR's ( KKR ) Japan real estate management subsidiary, KJRM Holdings, plans expansion in purchases of properties that Japanese companies want to sell off—a market the firm estimates at ¥450T, or $2.8T. "Corporate demand to sell real estate is very strong due partly to shareholder activists and that will likely be the case for three to five years," according to ...
CHUNYIP WONG/iStock via Getty Images KKR's ( KKR ) Japan real estate management subsidiary, KJRM Holdings, plans expansion in purchases of properties that Japanese companies want to sell off—a market the firm estimates at ¥450T, or $2.8T. "Corporate demand to sell real estate is very strong due partly to shareholder activists and that will likely be the case for three to five years," according to KJRM Holdings’ president, Naoki Suzuki said in an interview, the Japan Times reported. "The trend of companies selling off their real estate holdings to improve capital efficiency will continue." The U.S.-based investment firm is positioning its Japan-focused property platform to capture a growing wave of disposals as local corporations face mounting pressure. Suzuki added that more than half of the properties acquired in recent years by KJRM-managed real estate investment trusts and private funds were sourced from corporate divestments. The Japanese unit is focusing on inflation‑resistant, high‑cash‑flow properties in major cities such as Tokyo, Osaka, and Nagoya, betting that higher rents can offset rising interest rates and borrowing costs. More on KKR & Co. KKR: Still A Growth Story Despite Credit Fears KKR & Co: Crushed As Private Credit Fearmongering Goes Into Overdrive KKR & Co. Inc. (KKR) Presents at RBC Capital Markets Global Financial Institutions Conference 2026 Transcript Investors asked to withdraw over $20B from private credit funds in Q1, FT says KKR in talks to sell BMC Helix to Montagu for $900M - report
Morning, I’m Louise Moon from Bloomberg UK’s breaking news team, bringing you up to speed on today’s top business stories. War in Iran may derail a recovery in British living standards , hitting incomes and business confidence. Not just a blow to households, but also to Keir Starmer’s promise of boosting living standards over the parliamentary term. The Resolution Foundation think tank has warned ...
Morning, I’m Louise Moon from Bloomberg UK’s breaking news team, bringing you up to speed on today’s top business stories. War in Iran may derail a recovery in British living standards , hitting incomes and business confidence. Not just a blow to households, but also to Keir Starmer’s promise of boosting living standards over the parliamentary term. The Resolution Foundation think tank has warned of a 0.6% drop in income this financial year for a typical UK household, based on forecasts for energy prices. It had expected a 0.9% rise. That equates to being £500 worse off. Meanwhile, Deloitte’s survey of finance chiefs found the conflict has pushed business confidence to the lowest since the early stages of the pandemic, six years ago. While that thankfully doesn’t seem to have reached the wider labour market yet, the threat is a setback to personal finances that have been steadily recovering since the inflation shock caused by Russia’s invasion of Ukraine in 2022. “For those in the middle and toward the top of the income distribution, even the thin growth they had been expecting has tipped into negative territory,” said Resolution Foundation chief economist James Smith. What’s your take? Ping me on X , LinkedIn or drop me an email at lmoon13@bloomberg.net. Oh, and do subscribe to Bloomberg.com for unlimited access to trusted business journalism on the UK, and beyond. What We’re Watching Heathrow said the outlook is uncertain for the next few months due to war in the Middle East. While that led to a 10% spike in transfer passengers last month, the airport said growth is slower than European rivals as runway slots are full. London-listed money transfer firm Wise is on track to shift its primary listing across the pond to the Nasdaq next month. It reported a 24% rise in fourth quarter underlying income as customer growth fuelled gains in deposits. Mid cap homebuilder Vistry named internal candidate Adam Daniels as its new CEO, as Greg Fitzgerald retires after almost a d...
Aon ( AON ) declares $0.82/share quarterly dividend , 10.1% increase from prior dividend of $0.745. Forward yield 1.05% Payable May 15; for shareholders of record May 1; ex-div May 1. The company raised its quarterly dividend by 10.1% after paying a quarterly dividend of $0.745 in each of the previous 4 quarters. See AON Dividend Scorecard, Yield Chart, & Dividend Growth. More on Aon Aon Stock: Se...
Aon ( AON ) declares $0.82/share quarterly dividend , 10.1% increase from prior dividend of $0.745. Forward yield 1.05% Payable May 15; for shareholders of record May 1; ex-div May 1. The company raised its quarterly dividend by 10.1% after paying a quarterly dividend of $0.745 in each of the previous 4 quarters. See AON Dividend Scorecard, Yield Chart, & Dividend Growth. More on Aon Aon Stock: Setup Has Improved But Not Enough For A Buy (Rating Upgrade) Aon Earnings Review: Solid Results Underscore Long-Term Investment Case Aon plc (AON) Q4 2025 Earnings Call Transcript Aon tests stablecoin payment for insurance premiums with Coinbase and Paxos Top Quant rated insurance brokers in focus amid AI disruption fears
pingingz/iStock via Getty Images Ramaco Resources, Inc. ( METCB ) is a natural resource developer company with a dual platform. The core is their metallurgical coal extraction in the Appalachian region, but they also have an emerging Wyoming rare earth and critical minerals project. In my view, its larger long-term opportunity depends on whether or not Brook Mine can evolve into a commercial sourc...
pingingz/iStock via Getty Images Ramaco Resources, Inc. ( METCB ) is a natural resource developer company with a dual platform. The core is their metallurgical coal extraction in the Appalachian region, but they also have an emerging Wyoming rare earth and critical minerals project. In my view, its larger long-term opportunity depends on whether or not Brook Mine can evolve into a commercial source of strategic minerals such as gallium, germanium, scandium, and magnet rare earths. And going forward, METCB is reorganizing itself into four divisions for coal, royalty, rare earth, and downstream conversion business. Overall, METCB is undoubtedly a speculative play right now, but given its cheap price tag and strategic optionality, I feel it’s fair to rate it a speculative “Buy” at these levels. Coal With Strategic Rare Earth Minerals Ramaco Resources, Inc. is a natural resources company developing metallurgical coal in Central Appalachia and also rare earth and critical minerals in Wyoming. Ramaco was formed back in October 2016, and it's currently headquartered in Lexington, Kentucky. Note that Ramaco has two share classes. METC is the Class A common stock associated with the metallurgical coal business. METCB is tied to royalty and infrastructure income and future rare earth optionality. Specifically, I previously covered METCB last June, and shortly after, the stock appreciated significantly. Since then, the METCB has pulled back, which is why I felt it was worthwhile updating my thesis on this name. Source: Corporate Presentation. February 2026. As a quick recap, METCB’s investments include royalty income from coal reserves mined mainly by Ramaco. This means that METCB shareholders don’t benefit directly from operating Ramaco’s mines. Additionally, METCB receives fee-based income from Ramaco’s infrastructure, such as plants and rails. But, I believe their main appeal lies with METCB’s potential future royalties from the rare earth elements (REEs) deposit if it's su...
There's a reason so many older Americans opt to claim Social Security at 62. That's the earliest age you can file for benefits . And when you have the prospect of a monthly check staring you in the face, it's hard to say no. But as tempting as it may be to claim Social Security at 62, you'll often hear that you're better off waiting until full retirement age (FRA) or even beyond. At FRA, you're en...
There's a reason so many older Americans opt to claim Social Security at 62. That's the earliest age you can file for benefits . And when you have the prospect of a monthly check staring you in the face, it's hard to say no. But as tempting as it may be to claim Social Security at 62, you'll often hear that you're better off waiting until full retirement age (FRA) or even beyond. At FRA, you're entitled to your monthly benefits without a reduction. And for each year you claim Social Security after full retirement age, until age 70, your benefits get an 8% boost. Image source: Getty Images. Continue reading
Economist and CEO Nouriel Roubini says the planned US naval blockade in the Strait of Hormuz is merely a “game of chicken” which Iran can outlast, and could allow Tehran to recover, keep oil prices higher and push global growth weaker. He speaks to Bloomberg's David Ingles at the Greenwich Economic Forum in Hong Kong. (Source: Bloomberg)
Economist and CEO Nouriel Roubini says the planned US naval blockade in the Strait of Hormuz is merely a “game of chicken” which Iran can outlast, and could allow Tehran to recover, keep oil prices higher and push global growth weaker. He speaks to Bloomberg's David Ingles at the Greenwich Economic Forum in Hong Kong. (Source: Bloomberg)
US Navy to impose blockade today in bid to choke off flow of Iranian oil Explainer: strait of Hormuz blockade Business live – latest updates Oil prices have jumped back above $100 a barrel after weekend talks between the US and Iran ended without an agreement and Donald Trump imposed a blockade of the strait of Hormuz . The US president announced the blockade on Sunday, targeting Iranian vessels a...
US Navy to impose blockade today in bid to choke off flow of Iranian oil Explainer: strait of Hormuz blockade Business live – latest updates Oil prices have jumped back above $100 a barrel after weekend talks between the US and Iran ended without an agreement and Donald Trump imposed a blockade of the strait of Hormuz . The US president announced the blockade on Sunday, targeting Iranian vessels and ships that have paid a toll to Iran for passage through the strait, in an attempt to choke off the flow of Iranian oil. Continue reading...