Wednesday's Federal Reserve meeting provides the clearest sign yet that the central bank is treating inflation as a national emergency, with markets expecting a 0.75% interest-rate increase. But the... Read More
Hedge funds eager to prove that short-selling is a legitimate ESG strategy just got some fresh material to back their case.
A study published by the Managed Funds Association indicates that targeted... Read More
The ExodusPoint Partners International Fund returned 0.36% for May, bringing its year-to-date return to 3.31% in a year that's been particularly challenging for most hedge funds, pushing many into... Read More
New research shows that positive returns to ESG portfolios from 2018-2020 were attributed to increased demand for “green“ stocks, raising the question of whether that outperformance will be sustained.
Q1... Read More
Google, Facebook and Microsoft Corp. — three of the world’s biggest corporate buyers of clean power — are sounding the alarm that a nearly $4 billion, Warren Buffett-backed renewable-energy project proposed... Read More
At this year's inaugural London Quality Growth Investor conference, Denis Callioni, analyst and portfolio manager at European investment group Comgest, highlighted one of the top ideas of the Comgest... Read More
The US Securities and Exchange Commission is concerned that retail investors who want their investment managers to factor environmental, social and governance considerations into investment decisions are being duped... Read More
The rising popularity of ESG investing has driven asset flows to green stocks. But new research confirms that the resulting higher valuations forebode lower returns for climate-conscious investors.
Many consider... Read More
Q1 2022 hedge fund letters, conferences and more
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Michael Burry Shorts $AAPL. Here’s an excerpt... Read More
They are creations of easy credit, beneficiaries of central bank largesse. And now that the era of unconventional monetary policy is over, they’re facing a challenge like never before.
They... Read More
Economists like to strip food and energy out of their inflation calculations. They’re too volatile to be meaningful, they say. But for everyday Americans coping with exploding prices, those... Read More
Michael Mauboussin was the keynote speaker at this year’s London Quality Growth Conference. The Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management and adjunct professor... Read More
Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!!
Inflation & Pricing power
One of the obvious strategies for for investors in an inflationary environment is to pick... Read More