This content is from: Portfolio Experts Spent Years ‘Angst-ing’ Over Value. In the End, the Answer Was in the Textbook. “The answer was there. It was right in front of us,” says Prudent’s Daniel Berkowitz. By Julie Segal January 09, 2023
This content is from: Portfolio JPMorgan’s Cembalest Says Fed Will ‘Pause’ Rate Hikes This Spring The strategist argues that a major growth slowdown is ahead for Europe and the U.S. as monetary and fiscal policies shift and globalization declines. By Michelle Celarier January 03, 2023
This content is from: Portfolio How ‘Solvency Theater’ and Valuation Tricks Are Keeping the ‘Everything Bubble’ Inflated Managers are praying for the economy to recover before they have to mark investments “to reality,” argues Arena Investor’s Dan Zwirn. By Julie Segal January 31, 2023
This content is from: Premium Spruce Point Gains in a Big Year for Short Sellers Ben Axler’s short activist fund jumped 7.4 percent in 2022. By Michelle Celarier January 24, 2023
