Kaitlin Ugolik • October 08, 2015
Uproar over suddenly hiked-up medications may not crush health care stocks for long, but it does force the industry to justify value.
Institutional Investor • October 06, 2015
Blackstone's Jonathan Gray says investing is somewhat of a team sport, and the winners are those who have good IQ and EQ.
John Bilton • October 03, 2015
The market volatility across developed and emerging markets during the past couple of months has led to a crisis of confidence.
Christopher Probyn • September 29, 2015
By delaying rate normalization, the Fed is buying itself some time to take in the greater macro picture.
Sammy Suzuki • September 28, 2015
South Korea’s shift toward work-life balance is leading to tasty — some literally — investment opportunities in the market.
Richard Teitelbaum • September 25, 2015
Five years ago Carson Block set up research firm Muddy Waters to expose corporate frauds like China’s Orient Paper for opportunistic hedge fund managers looking for a good short.
Institutional Investor • September 22, 2015
Tom Sandell, founder and CEO of Sandell Asset Management, says any investment can look great today but horrible tomorrow. Great investors can adapt quickly to the change.
Craig Mellow • September 21, 2015
In the face of macro and geopolitical pressures, state-owned firms grab the meager spoils in investment management as foreigners, including BNP Paribas, head for the exits.
Chen Ding • September 21, 2015
The severe correction in Chinese equity markets that began this summer has created a great buying opportunity for long-term investors.
Henry H. McVey • September 20, 2015
The U.S. equity markets offer several opportunities for long-term value plays, including in health care, technology and energy services.
Dan Weil • September 18, 2015
Ebullient growth isn’t likely any time soon, but with no recession in sight, equity bears are likely to remain in hibernation.
Archie Hart • September 16, 2015
At first blush, emerging-markets stocks would seem attractive only to the contrarian investor. Fundamentals suggest the situation is not so bleak.
Jim McDonald, Daniel Phillips • September 15, 2015
The data show that recent market volatility might be painful but not a reason for extra caution. Still, don’t expect the recent dynamism to quickly return.
Sharon Fay • September 15, 2015
Passive portfolios have their place, yet investors need to watch out for sector bubbles and imbalances.
Ralph Jennings • September 14, 2015
A-share plunge is a buy signal for some, a reason to pull back for others; managers in other markets hope domestic factors will outweigh China’s influence.
Richard Teitelbaum • September 09, 2015
The combination of collapsing crude oil prices, wild currency swings and heightened governance scrutiny has created a challenging environment for many of the world’s largest sovereign wealth funds.
Kaitlin Ugolik • September 08, 2015
In the wake of a record-breaking IPO, the CEO of the Alzheimer’s drug maker envisions treating cognitive decline like any other chronic disease.
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.
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