Lasse Pedersen • May 22, 2015
The stock market, like a crowded highway, is efficiently inefficient. Understanding how to navigate it holds the key to the journey.
Andrew Barber • May 22, 2015
ECB president warns that European growth remains fragile; German leaders throw cold water on Greek claims of a debt deal; Asian equities reach multi-year highs
Vineer Bhansali • May 21, 2015
Investors, reluctant to take on risk, would rather lose a small, definite amount of money than roll the dice.
Institutional Investor • May 19, 2015
Analysts need to be able to reinvent themselves and be curious about what's going on in the world, says Mika Koskinen of SEB Equites.
Eric Johnson • May 15, 2015
As brokers raise billions to extend more credit to stock buyers, some analysts wonder if China is heading for a repeat of the 2007 correction.
Institutional Investor • May 15, 2015
Bank of America Merrill Lynch's Celine Fornaro and other top research analysts share key mistakes they've made and the lessons they learned.
Craig Mellow • May 12, 2015
Investors were hoping 2015 would be the Egyptian Exchange’s year of listings, but new regulation has dampened some of the excitement.
David Turner • May 08, 2015
Funds specializing in the region’s equities keep attracting money on the strength of an economic recovery and strong earnings forecasts.
Daniel Roarty • May 08, 2015
Taking a bottom-up view of the recent class of young tech firms can help investors avoid a case of the portfolio burps.
Institutional Investor • May 08, 2015
The word 'research' does not at all describe what analysts do, says Morgan Stanley's Bart Gysens. Here's what some analysts wish they'd known before they chose the profession.
Carol J. Clouse • May 07, 2015
U.S. shareholders are putting pressure on major oil companies to divert money from exploration projects that could become worthless because of regulation.
John Ramsay • May 05, 2015
Equity markets have become unduly complicated and riddled with conflicts of interest, but institutional investors have the power to help change them.
Paul Quinsee • May 01, 2015
Equity returns this quarter have been a mixed bag, although across most sectors, business fundamentals look reassuring.
Andrea Frazzini, Jacques Friedman and Lukasz Pomorski • April 30, 2015
The widely touted metric of active management has little correlation with actual investment performance.
David Turner • April 24, 2015
Political risk ahead of the May election and lofty valuations limit the upside, but a strong economy should underpin the market, investors say.
David Turner • April 23, 2015
The Swiss private bank offers investors a broad range of theme-based investment strategies that no one will deem closet indexing.
Katie Gilbert • April 11, 2015
The co-founder of Generation Investment Management weighs in on fossil fuel divestment and what’s wrong with capitalism.
Tom Buerkle • April 10, 2015
Deputy CEO Wojciech Rostworowski has turned the Polish pension fund into a stock picker, helping it thrive after a 2014 regulatory overhaul.
David Turner • April 06, 2015
The U.K. asset management firm’s MAPS division’s strategy for pension funds involves multiasset strategies that build in market shocks before they happen.
Ben Hunt • April 05, 2015
Behavioral economics offers important clues into how investors can derisk their equity portfolios during a bull market.
© 2015 Institutional Investor LLC. All material subject to strictly enforced copyright laws.
Please read our
Term and Conditions and