Global Markets Macro Monthly, March 2023
Markets globally gave back part of their early-year gains as the macro story turned more challenging. Upside surprises to both inflation and growth in the U.S. and Europe led to a sharply higher repricing in U.S. rates as well as renewed uncertainty around the Federal…
Agri Investor’s Keynote Interview with The Rohatyn Group
Agricultural investments should be end-to-end and long term, taking into account asset purchase, management, value optimization and divestment, say Erik Kankainen, Ian Jolly and Mike Claridge of The Rohatyn Group Achieving maximum value for your agricultural assets depends on possessing an understanding of land use…
Global Markets Macro Monthly. February 2023
We are two months into the year and market sentiment has improved as investors dissect inflation numbers, economic data, and the path of the Federal Reserve. Levels in both the Cboe Volatility Index and ICE BofAML MOVE index – respectively used to gauge volatility in…
The U.S. Dollar Has Turned. Now What?
Since September 26, the U.S. dollar has lost 13% against the Euro, around 10% against the Japanese yen and nearly 11% against a basket of developed market currencies, as per the Dollar Index. During the same period, the EMFX index – a popular currency measure…
DEBUNKING CHINA’S HOUSING MYTHS
China’s property sector is undergoing a severe contraction. Given property’s large size and interconnectedness, the sector’s woes are raising a series of concerns about local government finances, banks’ balance sheets and even about the risk of a deep recession. We find these concerns overblown and…
Shifting Sands: Opportunities in Emerging Markets
The global economy and markets have been grappling with a series of shocks, which are complex, diverse and often mutually reinforcing. While the high degree of uncertainty that has characterized the prospects for markets throughout the year persists, the sands are starting to shift in…
THE ROHATYN GROUP EXPANDS INTO AFRICA WITH ACQUISITION OF ETHOS PRIVATE EQUITY BUSINESS
New York, NY, and Johannesburg, South Africa, November 21st, 2022 — The Rohatyn Group (“TRG” or the “Firm”), a specialized global asset management firm focused on investment solutions in emerging markets and real assets, has entered into a definitive agreement to acquire the business of…
THE ROHATYN GROUP HIRES HARVEY FELMAN AS PARTNER AND HEAD OF BUSINESS DEVELOPMENT
New York, October 11, 2022 – The Rohatyn Group (“TRG” or the “Firm”), an asset management firm with expertise in emerging markets and real assets, today announced that it has hired Harvey Felman as Executive Committee Partner and Head of Business Development. Mr. Felman was…
THE ROHATYN GROUP COMPLETES ACQUISITION OF E-BIKE PRODUCTION COMPANY, LEADER FROM KJK CAPITAL
New York, July 13, 2022 – The Rohatyn Group (“TRG”), a global asset management firm, today announced that it has completed the acquisition of electric bicycles (“e-bikes”) producer Leader 96 EOOD (“Leader” or the “Company”), from KJK Capital (“KJK”), establishing a partnership with Dimitar Zlatanov,…
THE ROHATYN GROUP TO PROVIDE DEBT FINANCING TO MEXICAN LENDER CREDITO FACIL
New York, February 10, 2022 – The Rohatyn Group (“TRG”), an asset management firm with expertise in emerging markets and real assets, today announced that it will provide senior secured debt financing to Credito Facil SOFOM (“Credito Facil” or the “Company”), a provider of payroll…