Concentration Construction Forecasting 
Barry Ritholtz
FEBRUARY 5, 2025
Chasing that performance has led the hedge fund space to swell to over 5 trillion in assets today, with forecasts topping 13 trillion globally by 2032. Concentration, leverage, and illiquidity. So you’ve seen an increased concentration of the assets going to certain managers in the hedge fund space.
Barry Ritholtz
FEBRUARY 4, 2025
I, I disagree with his forecast for this year, which is 0% chance of recession. But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. Hey, I never put a 0% chance on anything.
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Global Finance
JUNE 13, 2025
According to Goldman Sachs, we can expect AI power demand to increase by 165% by 2030; McKinsey forecasts that in Europe alone, meeting the new IT load demand will require between $250 billion to $300 billion of investment, excluding power generation capacity. Globally, investment in data centers is forecast to reach $7 trillion.
Barry Ritholtz
MARCH 4, 2025
I mean certainly there’s still like a huge, a huge concentration in kind of, you know, the Bay area and then kind of New York, Boston area. So again, depending on the industry, it depends on sort of where our concentration of bankers are. But there are cities, Miami’s a good example for our healthcare business.
Barry Ritholtz
JANUARY 8, 2024
Long and Variable Lags : The recessionistas who are convinced a recession scenario is likely for 2024 are basing their forecasts a simple fact: Monetary policy impacts the economy on a delay (aka “long and variable lags”). The banking sector has funded all of the construction and purchases over the past decade. November 29, 2023) _ 1.
Future CFO
SEPTEMBER 10, 2023
Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.
The Finance Weekly
AUGUST 5, 2023
Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.
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