Institutional Investor • March 03, 2015
Lower energy prices and central bank initiatives have helped boost spending, Morgan Stanley's Geoff Ruddell explains, but significant challenges remain for the region's retailers.
Aaron Timms • March 02, 2015
Crowdsourcing, accelerators and a rush of new funds and investors are forcing the VCs of Sand Hill Road to change the start-up money machine. But is it a change for good?
Sharon Fay • February 26, 2015
Studying how the stock market shook out after previous oil price declines can help investors prep for a rebound in the commodity.
Julie Segal • February 24, 2015
Artisan Partners’s Mark Yockey has successfully invested around the world for more than three decades by uncovering growth stocks that other managers have ignored.
Institutional Investor • February 24, 2015
While most analysts are wondering when the Saudis will cut oil production given the dramatic drop in prices, Nomura's Christyan Malek suggests, what if they don't?
February 18, 2015
A look at the survey results of the 2015 All-Europe Research Team
Vitaliy Katsenelson • February 16, 2015
In a world of quantitative easing and near-zero interest rates, the unexpected drop in oil prices and jump in the Swiss franc have dire implications.
Clifford Asness • February 11, 2015
Leverage is often blamed for financial disasters — sometimes with good reason — but it can be a useful tool for investors when used prudently.
David Turner • February 05, 2015
According to fund managers, one way to get around investor squeamishness about Europe is to go into stocks likely to stay on a growth course.
Robert Stowe England • February 05, 2015
Global multiasset funds by firms like GMO and Standard Life have been popular among investors by taking a nimble approach to making money from what’s moving markets.
Joseph G. Paul • February 02, 2015
The stock market may seem expensive, but there’s value to be found in equities with solid fundamentals and low valuations.
Jess Delaney • January 30, 2015
New research shows that All-America Research Team–ranked sell-side equity analysts make better buy and sell calls than their peers.
Institutional Investor • January 28, 2015
Kash Rangan, Tien-Tsing Huang and several other All-America Research Team analysts share advice on what it takes to be a successful analyst.
Julie Segal • January 26, 2015
Once a magnet for star money managers, Los Angeles–based TCW has created a successful investment formula by instead focusing on teams.
David Turner • January 26, 2015
Although falling oil prices have pushed down consumer prices, the region’s stock markets could benefit from higher disposable income.
David Turner • January 21, 2015
The Scottish asset manager is garnering benchmark-beating returns with its low-turnover, long-term investment approach.
Institutional Investor • January 20, 2015
Being wrong is inevitable, says J.P. Morgan's Tien-Tsing Huang. Our All-America Research Team analysts talk about some of the worst calls they've made and what they learned from them.
Rick Rieder • January 15, 2015
Financial notes for the year: Volatility is making a comeback, keep an eye on the euro zone and Japan, and don’t rule out equities.
Institutional Investor • January 14, 2015
The job of an analyst isn't easy, says Sanford C. Bernstein's Joshua Stirling. Here, our All-America research analysts candidly share what they wish they'd known before entering the field.
Robert Stowe England • December 30, 2014
Most EM stocks are trading at big discounts to those in developed markets, especially the U.S., but managers caution that the gap won’t close overnight.
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