Institutional Investor • March 31, 2015
Mika Koskinen of SEB Equities is forecasting a 2 percent growth rate for Nordic countries in 2015. One reason: exposure to international growth.
Yves Choueifaty • March 28, 2015
Despite their recent popularity, passively managed portfolio strategies are a losing bet, leading investors to buy high and sell low.
Julie Segal • March 26, 2015
In an exhaustive study, the head of research at the State Street Center for Applied Research found that money managers overemphasize alpha.
Institutional Investor • March 24, 2015
The level of geopolitical tension in 2014 was a surprise, says Bank of America Merrill Lynch's Celine Fornaro, who has a prized collection of airplane safety cards.
Aaron Timms • March 19, 2015
The billionaire Dallas Mavericks owner has argued that banning the practice does nothing to improve market efficiency and fairness.
Imogen Rose-Smith • March 18, 2015
The world’s largest asset manager is backing investments that seek to combine financial gain with an economic and social mission.
Vitaliy Katsenelson • March 18, 2015
Investors of all stripes can improve their performance by factoring their emotions into the investment process.Investors of all stripes can improve their performance by factoring their emotions into the investment process.
Morgan Harting, Sammy Suzuki • March 18, 2015
Given the relative inefficiency of emerging markets, there are plenty of stock-specific plays for alpha in those economies.
Institutional Investor • March 17, 2015
Morgan Stanley's Bart Gysens sheds light on Europe's real estate market and the significant factors likely to influence property sector stocks.
Andrew Barber • March 12, 2015
High U.S. stock valuations, Fed tightening and technological innovation mean it is high time to take a look at stock holdings, says Matthew Andrews at Private Capital Advisors.
Institutional Investor • March 10, 2015
UBS's Arnaud Giblat shares how Europe's low interest rates and economic growth helped shape his optimistic outlook for the current year.
Michael Spinks, Atul Shinh • March 09, 2015
Amid the specter of a strong U.S. dollar, Federal Reserve tightening and low oil prices, selectivity is key when building an emerging-markets portfolio.
Joseph G. Paul, Kevin Simms • March 05, 2015
In an era when a tweet can send a stock price racing, human judgment and nuance are all the more important in putting together an equity portfolio.
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.
© 2015 Institutional Investor LLC. All material subject to strictly enforced copyright laws.
Please read our
Term and Conditions and