Partners Group Holding AG co-founder Alfred Gantner said the firm’s recent share-price decline was a “massive overreaction” and blamed unfounded attacks by short-seller Grizzly Research. In an interview with Swiss newspaper SonntagsZeitung, he said Grizzly has made “demonstrably unfounded accusations” against Partners Group. Gantner was defending the firm after Bloomberg reported that it’s capping...
Partners Group Holding AG co-founder Alfred Gantner said the firm’s recent share-price decline was a “massive overreaction” and blamed unfounded attacks by short-seller Grizzly Research. In an interview with Swiss newspaper SonntagsZeitung, he said Grizzly has made “demonstrably unfounded accusations” against Partners Group. Gantner was defending the firm after Bloomberg reported that it’s capping withdrawals at one of its evergreen private equity funds. The Swiss alternative asset manager said there’s been a pick-up in redemption requests from private wealth clients and that it’s ready to gate other evergreen funds. The shares fell 16% on Wednesday, and have halved in value since early 2025. Asked about the drop in the stock, Gantner said Grizzly clients will profit from their short positions, while losses will “remain with understandably frightened retail investors.” “This is currently an industry problem and, in my view, a massive overreaction,” Gantner said when asked why the market doesn’t trust Partners Group. “The geopolitical situation isn’t helping either. This doesn’t just affect us, but we definitely need to communicate better and more proactively. This is a painful lesson we have to learn.” Partners Group oversees about $185 billion across areas including private equity, credit, real estate and infrastructure. “Following a record year, we also saw strong inflows of client funds in the first quarter,” Gantner said. “The trend is very positive despite redemptions in our retail business.” Partners Group Likely to Cap Flagship US Evergreen Fund Partners Group Says Short-Seller Report Defamatory, Misleading
A Hong Kong couple whose baby was born at home and placed in court-ordered care has said they can visit their son for up to one hour a week while they work to prove their parenting capability, as they outlined three potential outcomes listed by social welfare authorities. The unmarried couple, Tsang Wai-bong and Kwan Pui-sin, told the South China Morning Post on Sunday that they were scheduled to ...
A Hong Kong couple whose baby was born at home and placed in court-ordered care has said they can visit their son for up to one hour a week while they work to prove their parenting capability, as they outlined three potential outcomes listed by social welfare authorities. The unmarried couple, Tsang Wai-bong and Kwan Pui-sin, told the South China Morning Post on Sunday that they were scheduled to meet government social workers and be granted supervised visits in the coming week. During the...
PhonlamaiPhoto/iStock via Getty Images By Ryan J. Puplava, CMT, CTS, CES AI Ups and Downs For much of the past two years, artificial intelligence has largely been a semiconductor story. This week marked another important shift as investors broadened their focus from chipmakers to the companies supplying the infrastructure necessary to support the next phase of AI deployment. The catalyst came earl...
PhonlamaiPhoto/iStock via Getty Images By Ryan J. Puplava, CMT, CTS, CES AI Ups and Downs For much of the past two years, artificial intelligence has largely been a semiconductor story. This week marked another important shift as investors broadened their focus from chipmakers to the companies supplying the infrastructure necessary to support the next phase of AI deployment. The catalyst came early in the week at Computex, where NVIDIA ( NVDA ) unveiled its first-ever PC processor built on Arm architecture and announced a partnership with Microsoft focused on AI-enabled personal computing. The move represents NVIDIA's most direct challenge yet to Intel and AMD in the PC market while reinforcing the growing importance of Arm-based computing architectures. NVIDIA CEO Jensen Huang continued to reinforce a theme that has become central to the AI investment case: compute equals revenue. Rather than focusing solely on chip costs, Huang argued that the ability to generate profitable AI tokens per watt of power consumed is becoming the primary metric for data center economics. That message helped ignite buying across multiple AI-related industries. Some of the week's biggest winners reflected this broader infrastructure story. Marvell surged more than 30% Tuesday after Huang called the company the potential "next trillion-dollar company." Optical networking firms Coherent ( COHR ) and Lumentum ( LITE ) rallied sharply as investors embraced the growing need for faster data movement inside AI data centers. Corning also posted double-digit gains as demand expectations increased for fiber and optical connectivity. Enterprise infrastructure spending provided another major boost. Hewlett Packard Enterprise ( HPE ) delivered a blowout quarter, with shares jumping nearly 20% after management highlighted robust demand for AI servers and enterprise modernization projects. Dell continued its rally after analysts raised price targets following its own strong earnings report and improvi...
Wondering whether Xiaomi's current share price reflects its true worth, or if the recent weakness has opened up a potential opportunity for better value. The stock closed at HK$27.8, with the share price down 0.9% over the past week, 10.7% over the past month, 31.0% year to date and 47.6% over the past year, although it is still up very strongly over the past three years. Recent headlines have foc...
Wondering whether Xiaomi's current share price reflects its true worth, or if the recent weakness has opened up a potential opportunity for better value. The stock closed at HK$27.8, with the share price down 0.9% over the past week, 10.7% over the past month, 31.0% year to date and 47.6% over the past year, although it is still up very strongly over the past three years. Recent headlines have focused on Xiaomi's position as a major Hong Kong listed tech stock and how sentiment around large...
Statistically, Wall Street has enjoyed having President Donald Trump in the White House. During his first term, the preeminent Dow Jones Industrial Average (DJINDICES: ^DJI) , benchmark S&P 500 (SNPINDEX: ^GSPC) , and tech-driven Nasdaq Composite (NASDAQINDEX: ^IXIC) soared 57%, 70%, and 142%, respectively . Even with two separate swoons since the start of Trump's second term (the tariff tantrum a...
Statistically, Wall Street has enjoyed having President Donald Trump in the White House. During his first term, the preeminent Dow Jones Industrial Average (DJINDICES: ^DJI) , benchmark S&P 500 (SNPINDEX: ^GSPC) , and tech-driven Nasdaq Composite (NASDAQINDEX: ^IXIC) soared 57%, 70%, and 142%, respectively . Even with two separate swoons since the start of Trump's second term (the tariff tantrum and Iran war pullback), we're witnessing an encore performance from equities. The Dow, S&P 500, and Nasdaq have rallied 17%, 26%, and 37%, respectively, in Trump's second term (through the end of May 2026). President Trump delivering a speech. Image source: Official White House Photo by Joyce N. Boghosian. Continue reading
In a recent note to investors, Oppenheimer analysts suggest that SpaceX has the assets to disrupt the $1.6 trillion U.S. communications industry by way of the company's Starlink satellite broadband service. Let's unpack how Starlink has the potential to pressure legacy telecommunications players such as Verizon Communications (NYSE: VZ) and AT&T (NYSE: T) , ultimately forcing investors to rethink ...
In a recent note to investors, Oppenheimer analysts suggest that SpaceX has the assets to disrupt the $1.6 trillion U.S. communications industry by way of the company's Starlink satellite broadband service. Let's unpack how Starlink has the potential to pressure legacy telecommunications players such as Verizon Communications (NYSE: VZ) and AT&T (NYSE: T) , ultimately forcing investors to rethink some assumptions about the kind of infrastructure that will dominate the next era of data transmission. According to SpaceX's S-1 filing , Starlink boasted 10.3 million subscribers at the end of the first quarter. Oppenheimer's 2030 forecast for Starlink's U.S. broadband customer base is currently 15 million, implying rapid acceleration over the next several years. Continue reading
After a death in Dublin with echoes of George Floyd, people of colour sense rising hostility When Kembetia Bissa fled the Democratic Republic of the Congo and moved to Ireland in 2003 he found not only sanctuary but beauty, friendship and a home. The asylum seeker settled in Bandon, west Cork, and found work as a landscaper. He opened an African dance school with Congolese drumming and taught loca...
After a death in Dublin with echoes of George Floyd, people of colour sense rising hostility When Kembetia Bissa fled the Democratic Republic of the Congo and moved to Ireland in 2003 he found not only sanctuary but beauty, friendship and a home. The asylum seeker settled in Bandon, west Cork, and found work as a landscaper. He opened an African dance school with Congolese drumming and taught local people the rhythms of his homeland. “It was very positive, very welcoming. I felt like I was in my own country,” Bissa, 55, said this week in Dublin. Continue reading...
The singer knows all the words to Grease and channels Kenny Rogers at karaoke. But which classic musician does he liken to Picasso? The first song I fell in love with When I saw Night Boat to Cairo by Madness on Top of the Pops as an 11-year-old, something happened to me on a molecular level. There was something about the way they moved. The first single I bought I Don’t Like Mondays by the Boomto...
The singer knows all the words to Grease and channels Kenny Rogers at karaoke. But which classic musician does he liken to Picasso? The first song I fell in love with When I saw Night Boat to Cairo by Madness on Top of the Pops as an 11-year-old, something happened to me on a molecular level. There was something about the way they moved. The first single I bought I Don’t Like Mondays by the Boomtown Rats, from Swales Music in Haverfordwest, a 15-mile bus trip from the little fishing village in west Wales I lived in when I was eight. Continue reading...
Mama G wants to dedicate her book, The Proudest Bird in the World, to pair after chance Blackpool Pride encounter A search is under way for two lesbian grandmothers who inspired a new children’s book after a chance encounter with a pantomime dame at Blackpool Pride. The women, whose names are not known, attended a reading by the popular performer Mama G in 2021, complaining to her about the lack o...
Mama G wants to dedicate her book, The Proudest Bird in the World, to pair after chance Blackpool Pride encounter A search is under way for two lesbian grandmothers who inspired a new children’s book after a chance encounter with a pantomime dame at Blackpool Pride. The women, whose names are not known, attended a reading by the popular performer Mama G in 2021, complaining to her about the lack of diversity in young literature. Continue reading...
While many Chinese people joke that they “work like a dog” because they are anxious about dropping out of the rat race, there is a tradition in some areas that people can legitimately “lie flat” once a year to ward off bad luck. The day is called tian chuan, or the day when the sky breaks. It usually falls on the 20th day of the first lunar month, and marks the day when the sky that Nuwa mended br...
While many Chinese people joke that they “work like a dog” because they are anxious about dropping out of the rat race, there is a tradition in some areas that people can legitimately “lie flat” once a year to ward off bad luck. The day is called tian chuan, or the day when the sky breaks. It usually falls on the 20th day of the first lunar month, and marks the day when the sky that Nuwa mended breaks once in a year. Nuwa is a mythological figure, a mother goddess who is said to have moulded the...