This content is from: Video Here’s Why European Financials Could Outperform Over the Long Term Investors should wait for the German yield curve to steepen before jumping in, says Mathieu Savary of BCA Research. By Staff February 21, 2023
This content is from: Portfolio Peter Kraus’s Performance-Fee Experiment Is Working. Up Next: New Funds. Aperture Investors has grown to $4 billion in five years — and now it’s launching an emerging market debt fund just as the rate-hike cycle could be nearing its end. By Michael Thrasher March 22, 2023
This content is from: Research There’s a New Leader in Japan Sales Daiwa Securities Group has emerged as the No. 1 provider in Institutional Investor’s 2023 All-Japan Sales Team. By Alexandra DeLuca March 20, 2023
This content is from: Portfolio Don’t Fall for the January Rally The recent stock market recovery has been driven by speculation rather than improving fundamentals, argues Richard Bernstein Advisors. By Hannah Zhang February 27, 2023
This content is from: Premium Why Macro Investor Ken Tropin Is Cautiously Optimistic After posting his best results in several years, the founder of Graham Capital doesn’t think 2023 will be as strong for macro traders. By Stephen Taub February 22, 2023