Paul Brodsky • August 27, 2015
An inconvenient truth: The natural path of prices for global goods, services and wages is down, whereas the need to service unproductive debt continues to rise.
David Turner • August 27, 2015
London-based RWC has grown by recruiting top investment talent from other firms rather than pursuing certain markets or strategies.
Allen T. Cheng • August 26, 2015
After overnight rate cut slows — but doesn’t stop — the fall, speculation builds about potential new support measures.
John Bilton • August 26, 2015
China is changing to be sure, but the devaluation of the yuan is hardly the beginning of an all-out currency war.
Andrew Barber • August 24, 2015
Global fears are finally catching up with U.S. markets, and the bull is stumbling.
Gregg Fisher • August 24, 2015
Growth investors can improve their performance and lower their risk by incorporating slow-moving value factors into their investment strategy.
Institutional Investor • August 24, 2015
Great investors have to be completely comfortable going against the crowd, says J.P. Morgan Asset Management CEO Mary Callahan Erdoes.
Jess Delaney • August 19, 2015
Under Goulart the U.S. insurer has taken on more risk to meet its liabilities in today’s low-yield world.
Institutional Investor • August 17, 2015
Ethics have been in rare form on Wall Street for many years, says CalSTRS CIO Christopher Ailman. And it's the single trait that all money managers should have.
Henry D'Auria, Michelle Dunstan • August 12, 2015
Some segments of the nonenergy commodities market have potential to be a strong contrarian play.
Dan Weil • August 11, 2015
Whether driven by activist investors or a desire to maximize value, spin-offs are gaining steam this year.
Patrik Schöwitz • August 10, 2015
At least one portfolio manager at J.P. Morgan is factoring in post–Fed tightening volatility while remaining pro-risk.
Max King • July 31, 2015
The continued bull run in U.S. stocks is just one of many signs that the present economic cycle is like no other.
Julie Segal • July 29, 2015
Value investor Charles Brandes's gravity-defying 30-acre Rancho Santa Fe estate includes a 125-foot swimming pool cantilevered over the driveway.
Julie Segal • July 29, 2015
Charles Brandes has applied the value investing principles of Benjamin Graham on a global stage to create great wealth, but his investors haven’t always shared in it.
Ryan Taliaferro • July 25, 2015
Single-exposure portfolio strategies can be useful for some but are hardly a one-size-fits-all allocation approach.
Adi Behari • July 24, 2015
Equities of leveraged energy and mining companies may be the canary in the coal mine, so to speak, signaling commodity price weakness.
Dan Weil • July 24, 2015
The hedge fund seeks to capitalize on buybacks and dividend hikes by shorting bonds and taking equity positions in companies that are leveraging up.
Lori Heinel • July 23, 2015
A study of index data reveals attractive, if volatile, premiums in small stocks in domestically focused developing markets.
David Turner • July 22, 2015
Thanks to course correction by CIO Hugh Hendry, the London firm’s flagship fund has been posting healthy returns after a couple of disappointing years.
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