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.
Richard Teitelbaum • December 30, 2014
Thomas Herzfeld has positioned his Caribbean Basin Fund to take advantage of the easing of U.S. economic sanctions against Cuba.
Katie Gilbert • December 24, 2014
Republicans are throwing their weight behind solar and other clean power sources, in part to challenge the big utilities.
Jan Alexander • December 24, 2014
Investors are gearing up for a downturn in much of the health care sector after three years of benchmark-beating performance.
December 19, 2014
The week is over, time to catch up on the stories you may have missed.
Matt Mossman • December 19, 2014
Amid falling oil prices, end-stage oil firms such as refineries have fared the strongest. Overall, however, energy may be more of a value play for the time being.
Aaron Timms • December 18, 2014
The JOBS Act–driven vision of mass retail participation in private company funding is becoming reality, but hurdles remain.
David Turner • December 15, 2014
When this Wednesday’s special election was called last week, markets swooned a bit. While fears of a euro exit remain, the present situation is not cause for alarm.
Aaron Timms • December 11, 2014
The new Robinhood app by 20-somethings Baiju Bhatt and Vlad Tenev offers investors the ability to buy and sell stocks for free.
Nick Rockel • December 10, 2014
Mergers and IPOs boomed in 2014, with help from several landmark transactions.
Julie Segal • December 08, 2014
The Nobel laureate and the firm founded by Jeffrey Gundlach have developed one of the top large-cap value funds of the year.
Rosalyn Retkwa • December 04, 2014
A new crop of exchange-traded funds from players such as Brendan Ahern's Kraneshares opens up China’s $5 trillion onshore fixed-income market to U.S. investors.
Morgan Harting, Nelson Yu • December 04, 2014
With emerging-markets investment comes volatility. Here are some strategies that can help mitigate that risk.
Andrew Barber • December 03, 2014
In a highly competitive business, advisers to the very wealthy are adjusting their pricing to appeal to younger clients.
Ryan Blute • December 02, 2014
A smart beta approach to setting an investment starting point could help both strictly passive and portable alpha investors.
Katie Gilbert • December 01, 2014
With their recently launched indexes, three financial institutions help prime the growing market for inflows from a new group of investors.
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