The Hedge Fund Turnaround
Glimmers of optimism keep mounting for the hedge fund industry. The renewed interest follows a brutal 2016, in which investors yanked $106 billion from the asset class, with the...
Market Drilldown
Upwardly Mobile In China
Booming consumer spending is transforming the Chinese economy even as risks elsewhere soar. How investors
can profit while avoiding peril.
Sohn Speaker Serra Sees UK Gilts as a Short Play
Davide Serra sees the United Kingdom as the “divided kingdom,” one with a broken growth model, and says shorting the country’s government debt, or gilts, is a good bet....
Remaking the Markets
The massive move from active to passive allocation has both investors and analysts wondering how it’s going to change the market—and the world.
Listening To The Greenback
Investors are increasingly looking overseas to put their dollars to work. But the dollar itself refuses to cooperate.
Interrogation: 10 Investment Themes for ESG
Hackable automobiles, blockchain, wage gaps and plant-based proteins are all part of the equation for ESG investing. Doug Morrow researches the industry leaders heading the waves.
Is it Gold’s Time to Shine?
Gold remains relatively inexpensive in the face of record-high equity prices and spiking bond yields.
A Growing Appetite for Alternatives
From infrastructure to private equity, asset owners seek a wider range of alts.
Lifting the Veil: How ESG brings transparency to the fastest growing markets
New research by index providers and other financial institutions suggests that emerging-markets companies with good ESG performance strongly outperform comparable companies in developing markets.