allocation

In his view, the company is trying to ramp up the capacity of graphics processing units it makes every year, and that means keeping the same allocation from Taiwan Semiconductor Manufacturing Co.

But two days before the festival, after chasing Miles for months, Seb says he contacted Glastonbury Festival to confirm the allocation of hospitality passes.

Some limited partners say their investment opportunities are already being whittled down as firms allocate more deals to their evergreen funds, and cut back allocations to institutional funds.

This withdrawal of liquidity is already causing some tensions in the repo market that have not been witnessed since 2019 and this persuades Howell that stocks are not the right asset allocation at this juncture.

TE’s investors day fit the usual optimistic pattern, with management laying out how it plans to create shareholder value through a mix of growth, profit improvement, and smart capital allocation.