To understand the title of Michael O’Sullivan’s book, you must go back to 1647 England and the Putney Debates. A year after King Charles I lost the English Civil... read more

Are markets in a “calm before the storm?” Is there a price yet to be paid for quantitative easing? Such are the questions that Nomura Chief Economist Richard Koo tackles... read more

While the quality factor has been identified in the literature (including papers such as “Buffett’s Alpha,” “Global Return Premiums on Earnings Quality, Value, and Size,” and “The Excess Returns... read more

Steven Romick's FPA Crescent Fund commentary for the second quarter ended June 30, 2015. Get The Full Walter Schloss Series in PDF Get the entire 10-part series on Walter Schloss in... read more

Deutsche Bank today released its 15th annual Alternative Investment Survey, one of the industry’s largest and longest standing hedge fund investor surveys. Also see 2016 Hedge Fund Letters This year, 460... read more

Quantitative easing has had many undesirable effects since it arrived on the scene during the Great Financial Crisis. Easy money policies have sent stock and bond prices soaring, created... read more

In an anticipated move, the Securities and Exchange Commission is in the process of writing new rules targeting the $50 trillion asset management industry. SEC targeting asset managers engaged in... read more

Marty Whitman’s Differentiated Approach to Value, with Matthew Fine of Third Avenue Funds. Also see our interview with ‘We Go Looking For Crises,': Third Avenue’s Matt Fine read more

Billionaire George Soros argues that the European sovereign debt crisis has transformed the European Union from a voluntary association of equal states to a creditor-debtor relationship. The creditors are... read more

Richard H. Thaler describes in a video interview titled “Our research has greatly changed pensions systems all around the world.” some of the impacts of his work on behavioural... read more