Allen T. Cheng • July 27, 2014
The grand duchy is leveraging its mutual fund business and euro zone status with success, overtaking London for dim sum bond issuance.
Katie Gilbert • July 25, 2014
Legal marijuana may be a growth industry, but entrepreneurs, banks and financiers still worry about the federal government.
July 25, 2014
Thomas Luddy and Susan Bao of J.P. Morgan Asset Management say having a process in place when managing portfolios removes the emotion in decision making and creates a comfort zone for managers.
Robert Stowe England • July 25, 2014
Diversification and a desire to move into other equity classes sparked a turnaround in international equities during the first quarter.
Ben Baris • July 24, 2014
Glenview’s Larry Robbins and Omega Advisors’ Leon Cooperman both touted life sciences stalwart Thermo Fisher Scientific at the recent Delivering Alpha conference.
Aaron Timms • July 24, 2014
Stan Druckenmiller believes inversions present an opportunity to pursue broader reform of the U.S. tax system, tax hikes included.
Imogen Rose-Smith • July 22, 2014
Pensions are a key issue in Rhode Island’s governor’s race. Providence Mayor Angel Taveras praises his city’s reform plan, but deficits remain.
Dan Weil • July 22, 2014
The veteran credit analyst sees parallels between today’s market and that of the early 1980s, when he first made a name for himself in high-yield-debt research.
James Shinn • July 22, 2014
The recovery, regulatory reform and geopolitics may be suppressing financial volatility, but many traders fear a sharp rebound.
Georgina Hurst • July 21, 2014
Activist investor Jeffrey Smith makes a compelling case for packaging company MeadWestvaco during the “Next Generation” best ideas panel at Delivering Alpha.
Julie Segal • July 21, 2014
Leon Cooperman, Larry Robbins and Greg Williamson were among a group of top investors who shared their insights with us for an upcoming video series.
James Shinn • July 21, 2014
Hedge funds struggle to generate returns with market volatility ‘distressingly’ low. Will the end of easy central bank money hasten a revival?
July 21, 2014
Matt Kamm of Artisan Partners considers three factors before investing in equities: competitive protection, reasonable valuation and accelerating profit cycles.
Ben Baris • July 20, 2014
At Delivering Alpha, macro hedge manager Michael Novogratz went long on regime change in four different emerging markets.
Imogen Rose-Smith • July 18, 2014
The activists make up at Delivering Alpha, but their history of antagonism runs too deep to think they will ever be bosom buddies.
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