This content is from: Premium Starboard Lagged Activist Peers in 2019 The activist headed by Jeff Smith posted double-digit gains, but didn’t keep pace with the blowout returns of other funds in the sector. By Stephen Taub February 10, 2020
This content is from: Portfolio Reshaped Credit Markets Are Spooking the Fed With big banks hamstrung, the fourth quarter showed how credit markets could buckle under stress. By Julie Segal May 08, 2019
This content is from: Portfolio Daily Agenda: The Week Ahead, June 13 – 18, 2016 Market stays tuned to FOMC announcement; Disney’s Finding Dory swims into theaters; Stonehenge welcomes the dawn of summer. By Andrew Barber June 11, 2016
This content is from: Corner Office Want a Better Board? Look To Private Equity The board model employed by private-equity firms could better serve publicly traded companies — especially when it comes to defending against activist hedge fund campaigns, new research shows. By Alicia McElhaney February 13, 2019
This content is from: Portfolio What Fed Dissension Will Mean for Monetary Policy Federal Reserve chair Janet Yellen holds enough sway among her FOMC colleagues to stay the hand of dissenters. By Dan Weil November 05, 2015
This content is from: Portfolio What Markets Overlook About the April FOMC Amid anemic economic expansion for at least the near term, look at asset valuations as a bellwether of macro fundamentals. By Shehriyar Antia April 27, 2016