BeBeez Trading Floor roundup with eToro support about the performances of private capital firms listed on global exchanges.
Investors consolidated their expectations for a general increase of interest rates as energy prices are boosting inflation in the EU, USA, the UK, and in Japan. Globel Ovenright Index Swap are climbing making the traders more cautious.
A corporate specific factor such as the 2Q26 results release on 30 July, Thursday, has been of benefit to NYSE-listed private credit Blue Owl (+9%) whose fee-related income and distributable profits increased. The firm has assets under management worth 319 billion US Dollars (press release and presentation).
Following repeated falls below the 50-day moving average that made it the subject of short-covering in the last few weeks, NYSE-listed Hamilton Lane (+6.9%) rebounded.
A 7% YTD turnover increase (+3.3% yoy) of French discount retailer Action has been beneficial to London-listed 3i (+5.4%) for whose portfolio the asset accounts for 75%.
NYSE-listed Blackstone Mortgage Trust plummeted by 12.9% as the quality of its portfolio deteriorated. The firm mainly provided loans linked to three categories of property – offices, shopping centres and hotels – where the proportion of vacant space in the US market is high, fears are growing of a rise in insolvencies.
Milan-listed Italmobiliare (-10.3%) suffered from a downward repricing of multiples across various categories of consumer goods. Companies in this sector are an important component of the firm’s Nav.
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