This content is from: Premium Third Point, Appaloosa, Element, and More Sharply Downsize Their U.S. Stock Portfolios One major firm, however, has aggressively bucked this trend. By Stephen Taub May 20, 2022
This content is from: Opinion Is a Recession in the U.S. Inevitable? In the Short Term, Probably Not. Real GDP in the first quarter was down for the first time since the beginning of the pandemic, but NDR argues there’s still gas left in the tank. By Veneta Dimitrova May 09, 2022
This content is from: Premium Light Street Makes Major Changes The Tiger Grandcub headed by Glen Kacher revamped its U.S. stock portfolio during the first quarter. By Stephen Taub May 18, 2022
Sponsored There’s Good News in Direct Credit Demand remains strong in the U.S. economy, and that spells opportunity in private credit. Sponsored by Antares Capital May 18, 2022
This content is from: Portfolio Countering Critics, Study Shows U.S. Equity Managers Aren’t Charging Higher Fees Based on ESG But emerging markets firms that focus on ESG do have leverage to increase their prices, according to Investment Metrics. By Hannah Zhang April 27, 2022
