Morgan Stanley says that despite its recommendations under-performing in Europe, the euro is heading lower and investors should consider those same recommendations to buy certain stocks.
Euro is likely headed... Read More
Marathon Asset Management: Spanish Real Estate Fiesta (2007)
Spanish real estate fiesta by Marathon Asset Management, dated February 2007. This is discussed in their new book Capital Returns: Investing Through... Read More
Another day, another banking scandal...
The Swiss private banking unit of HSBC Holdings plc (NYSE:HSBC) (LON:HSBA) has been accused of tax fraud by authorities in Belgium, according to the New... Read More
Global Allocation commentary for the month ended December 31, 2016.
2016 Hedge Fund Letters
We have just finished 2016 with a reasonable return, tilted to good, even though December was not... Read More
Four Takeaways From Proxy Season 2016 by EY
Active - not just activist - institutional investors are reshaping the corporate governance landscape and challenging how boards think about fundamental issues... Read More