U.S. Credit Growth: Just A Game by Bill Gross, Janus Capital Group If only Fed Governors and Presidents understood a little bit more about Monopoly, and a tad less about... Read More

ValueWalk's Raul Panganiban interviews Wayne Himelsein, the President and CIO Logica Capital Advisers. In this part, Wayne discusses the erroneous errors, the gamblers mentality, passive investing versus active investing,... Read More

The near-term risk-reward for Australian equities is not particularly attractive, according to Macquarie analysts who see a risk of a major correction. Jason Todd and team at Macquarie in their... Read More

Is Peak Oil Demand In Sight? by Occo Roelofsen, Namit Sharma, Rembrandt Sutorius, and Christer Tryggestad - McKinsey & Company Our latest research suggests lower long-term growth in demand for... Read More

Deep value factors have failed again in June across most regions with a few exceptions, and such broad underperformance by deep value factors highlights that global investors have again... Read More

Unilife, Or: When A “Growth” Pure-Play Isn’t A Smart Play by Jordan S. Terry, Managing Director Stone Street Advisors LLC I come from the school of fundamental value analysis/investing. So... Read More

Investors have a tendency to pay too much when things are going well, and sell for too little when the market struggles, so it’s useful to have an idea... Read More

Europe's Big Oil sector is set to burn through approximately $20 billion of free cash flow during 2016, and the sector will require almost $10 billion of debt refinancing... Read More

The Ford Focus was the world’s most popular car and the Ford F-series of trucks were the most popular cars in America, giving Ford Motor Company (NYSE:F) good reason to... Read More

When A Storm Is In The Offing: Fundamental Growth In The U.S. Equity Market by Michael Aked, Michele Mazzoleni & Omid Shakernia - Research Affiliates Key Points Nearly one-third of... Read More