News and Views

President Xi Jinping visit just a show?

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Squawk Box on September 23rd with Peter Navarro, UC-Irvine professor. They discussed Xi Jinping’s upcoming State Visit and Corporate Agenda.

September 27th, 2015|

Safanad and Aspen Heights to Recapitalize $400 million Portfolio of Student Housing Properties

(New York, NY – September 1st, 2015) – Safanad, the global principal investment firm, and Aspen Heights, a developer and operator of off campus student housing across the United States, announced they have entered into a strategic partnership to target newly developed purpose built student housing properties at large universities.  As part of this agreement, […]

September 1st, 2015|

China cut means nothing

By Fred Imbert, CNBC | @foimbert
While many investors view China’s decision to further cut its benchmark interest rates as a positive sign, John Rutledge, the chief investment strategist at Safanad, said it makes “no difference whatsoever” for the Chinese economy.

“The Chinese economy is obviously weak. The weakness is centered in industry, [and] the Chinese currency is […]

August 26th, 2015|

Chinese stock market performance

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, shared his views on the Chinese stock market on LinkedIn.

To read the full article, please follow this link:

https://www.linkedin.com/pulse/cnbc-power-lunch-stay-away-from-china-stocks-john-rutledge?trk=prof-post

August 2nd, 2015|

Stay away from Chinese stocks

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor shares his perspective on Chinese stocks.

August 2nd, 2015|

China bubble fueled by margin loans

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, and Andy Xie, independent economist, discuss the drastic steps Chinese authorities took to stop the financial bleeding in China’s markets.

July 12th, 2015|

Safanad and Formation Capital Acquire US Extendicare Business for US $870 million

New York, NY – July 2, 2015

Safanad Limited, the global principal investment firm, and Formation Capital LLC, a healthcare focused private investment firm together with a group of investors, have completed the acquisition of substantially all of Extendicare Inc.’s U.S. business for US $870 million.

The transaction comprised over 160 senior care centers across 12 states, including […]

July 6th, 2015|

Perspectives on China

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Squawk Box on 1st July 2015, where he shared his views on China

July 2nd, 2015|

Turning point for Activism?

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Power Lunch on May 13th. Along with Jim Paulsen, John discussed the value of activism in light of DuPont’s recent proxy fight victory over activist investor Nelson Peltz.

 

May 31st, 2015|

Own Europe, short the Euro

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Power Lunch on May 13th.  John discussed his market outlook for the latter half of 2015, noting that he’d rather own Europe than U.S.

 

May 31st, 2015|