Investing Strategy

Showing 1262 articles
Business

EQT Diversifies with Secondaries Push and Critical Minerals Research as Market Questions Valuation

Swedish investment giant EQT is expanding its footprint through a strategic partnership in the private equity secondaries market with Coller Capital, while its foundation launches a science grant program targeting substitutes for critical minerals. The dual moves signal a broader strategy to tap into new fee streams and align with long-term sustainability trends, even as the firm's shares trade at levels some analysts consider undervalued.

Business

ASGN Bets Big on AI with Quinnox Acquisition and $1B Buyback: Strategic Pivot or Risky Gamble?

ASGN reaffirms strong Q4 2025 revenue guidance and launches a dual-pronged strategy: a $290 million cash acquisition of AI-focused consultancy Quinnox and a $1 billion share repurchase program. The moves signal a decisive shift towards high-value AI and digital implementation services, even as the company navigates elevated debt and integration challenges under its new Everforth brand.

Business

Charter Navigates Competitive Headwinds, Bets on Convergence and Service Guarantees to Drive 2026 Growth

Charter Communications reported mixed Q4 2025 results, with continued broadband subscriber pressure offset by strong mobile growth and improved video trends. CEO Chris Winfrey outlined a strategy centered on 'guaranteed' connectivity, savings, and leveraging its converged network to win in a fiercely competitive market, while CFO Jessica Fischer signaled a shift towards a more conservative balance sheet.