Monitoring Morningstar fund flows, a Credit Suisse research piece notes increasing volatility where, on a year over year basis, healthcare has benefited while value might be found in industrials,... Read More

Will Big Pharma tax breaks drive a wave of M&A? Of all the US companies hoarding cash overseas, Apple's cash pile, at $252 billion is by far the largest. What... Read More

Following Apollo Investment Corp. (NASDAQ:AINV) beating consensus estimates in 4Q13, BMO Capital Markets increased its FY2014 basic NOI estimate to $0.88 from $0.85. David J. Chiaverini and Richard Fellinger of BMO... Read More

Mohnish Pabrai I very much enjoyed speaking again with Steve Pomeranz for his “Great Investors” podcast series. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless... Read More

Since it was founded by Jeff Gates in 1996, Gates Capital Management has achieved a compound annual return for its investors of 13.6% net of fees and expenses. Q4 2019... Read More

A new report form Deutsche Bank AG (ETR:DBK) (FRA:DBK) (NYSE:DB) takes a look at one of the worst environments that major U.S. banks might have to deal with in... Read More

Thanks to a pick up in government spending and receding fiscal headwinds to growth, India's domestic economic momentum is on the mend, notes Credit Suisse. Neelakanth Mishra and colleagues at... Read More

In April of this year, UC Berkeley hosted a series of informal discussions and panels in San Francisco of the critical issues, technologies, and policies that drive financial fraud... Read More

Charles Brandes is one of the world’s most successful value investors, and when he speaks, it pays to listen. Brandes is one of the few money managers still alive today... Read More

The British government-owned Royal Bank of Scotland Group plc (NYSE:RBS) (LON:RBS) (AMS:RBS) is talking to an unnamed bidder for disposing of its equity derivatives unit, according to a report... Read More