Tag: Berkshire Hathaway

Asset Allocation August 17, 2020

Gold-Hater Buffett Joins Rush into Precious Metal

An odd choice for the inveterate value investor, who just bought a hot stock in a miner of the glittering substance.

Market Moves June 1, 2020

Why Did Bill Ackman Unload His Berkshire Stake?

A self-proclaimed acolyte of Warren Buffett, the hedgie isn’t loudly applauding the Oracle of Omaha like before.

Alternatives January 9, 2020

Ackman, Buying a Stake in Idol Buffett’s Firm, Finally Turns a 2019 Profit

Hedge fund chief has touted his recent Berkshire purchase as an element of his comeback, although that’s unlikely.

Newsmakers March 4, 2019

Warren Buffet Tells Pensions and Endowments to Cut Management Fees

Wizard of Omaha has slipped in some subtle advice for funds in Berkshire’s annual letter.

Newsmakers May 8, 2018

New Accounting Rules Trigger a Paper Loss for Berkshire, but Buffett Says It’s OK

Company has $110 billion ready to make a large cash acquisition.

Industry White Papers

Optimizing Pension Risk Transfer Timing and Execution Pension risk transfer transaction timing is always important — but now more than ever.

2020 Long-term Capital Market Assumptions Q3 Update

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.