In a previous blog post, we cast a spotlight on the challenges facing active equity managers in the U.S. Large Cap universe. Now we’ll look specifically at Global Emerging Markets (GEM) equity as new, positive trends are coming forth. According to eVestment data, GEM active managers have experienced $38B in outflows over the period from Q3 2015 to Q3 2016.  In Q3 2016, the universe experienced inflows of $6.3B.
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Another Top Sign? Is Value Investing Dead? By Ian McGugan, The Globe And Mail Value investing isn’t dead. It is, however, comatose and surrounded by grieving relatives. I know, I know: This... Read More
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The hedge fund industry has attracted plenty of criticism in recent years for its poor performance and high fees. However, while hedge funds lost money on aggregate in 2018,... Read More
GS: Markets Are Running Out Of Patience With The BoJ According to Goldman Sachs’ FX Views Economic Research team, the markets are running out of patience with the Bank of... Read More
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The RIGHT Way To Use Market Sentiment by Alex Barrow, Macro Ops Market sentiment is a fuzzy concept. In its most basic sense, it’s the aggregate beliefs and moods of actors... Read More
I recently updated the spreadsheet in which I track spinoff pipeline and post-spin stock performance. Â Next I pulled up stock charts of spins from the past 12 months: I... Read More
As activist investment tactics used by aggressive hedge fund managers comes into focus, social movements mimic their tactics -- or perhaps vice versa. The investment portfolio of Bill Gates is... Read More
