The high levels of stock correlation that frustrated stock pickers last year have finally started to settle, and emerging market equities are leading the way, with the lowest levels of stock correlation in nearly a decade. Macro effects are on the rise in emerging markets, but there is still an opportunity for alpha generation from country selection strategies.
Mohnish Pabrai in this interview with The Motley Fool talks about the fiscal cliff. Pabrai thinks that the fiscal cliff is irrelevant because you can analyze specific stocks and... Read More
At Ira Sohn Conference in London, some of the world’s leading hedge fund managers lay out their picks for the best and worst stocks in the current marketplace. We... Read More
Uncertainty and potential volatility spikes are among analyst themes for 2017. Some analysts have predicted the US Fed will raise interest rates more than expected, while others have predicted... Read More
Fannie Mae / Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage Corp (OTCBB:FMCC) have had stronger recoveries than anyone expected under the... Read More
World population is projected to balloon to over 9 billion by 2050, and that will place major challenges before the global food supply chain, says an article in the... Read More
Chesapeake Energy Corporation (NYSE:CHK)Â is facing trouble on Wall Street just as it's subsidiary Chesapeake Midstream Partners L.P. (NYSE:CHKM)Â is seeing more and more interest in its future. Reuters today reported... Read More
Reliance Industries Limited (NSE:RELIANCE) announced an unexpected 24% increase in profits this morning in their earnings report for its third fiscal quarter of 2012. The firm posted a net... Read More
Rough notes of the Use of Hedge Funds to Enhance the Risk Adjusted Return of a Public Pension Fund Portfolio panel from the Gaining The Edge Hedge Fund Investor... Read More
Gold prices soared to their highest level in 10 months on Tuesday, driven by technical buying, dovish central bank commentary and continuing uncertainty as the end of the 90-day... Read More
Verizon Communications Inc. (NYSE:VZ) order book on multi-tranche bonds is set to touch $49 billion emphasizing demand for top quality debt instruments. Verizon Communications Inc. (NYSE:VZ)'s sale is set to surpass... Read More
