As negative rates are losing some of their initial appeal, the ECB's recent policy shift emphasis to TLTRO (Targeted Longer-term Refinancing Operations) with a sizable package will facilitate fixed-rate... Read More

CalPERS' governance chief slammed Carl Icahn’s proposal for a bigger buyback at Apple Inc. (NASDAQ:AAPL), as it is happy with Apple’s already announced plan for its capital. Anne Simpson, the... Read More

Puerto Rican municipal bonds have become one among the most widely traded in the world in recent months, and while most investors were unloading them in September, retail investors... Read More

While the broader stock and credit markets rode a wave of "discount rate compression and multiple expansion in 2019," idiosyncratic events "shaped the year" for Canyon Partners' Distressed Opportunity... Read More

Japan needs a weak yen? Maybe not... Thanks to its large export orientation, Japan is likely to benefit in a strong dollar environment, notes Morgan Stanley. Moreover, Pankaj Mantaney and team... Read More

A confluence of factors, including weak global demand, a sharp drop in global commodity prices and appreciation of the real effective exchange rate will slow down  India’s growth in... Read More

Apollo Global Management LLC (APO) has reached an agreement to acquire electronics security services provider ADT for $7 billion, representing a premium of about 56% to ADT’s Friday close. The... Read More

Night Moves by Christopher Pavese, The View from the Blue Ridhge With the S&P’s first close above 2000 after nearly tripling from its 2009 low, the talking heads are out... Read More

A recent breakfast featured David Einhorn as moderator and Dan Loeb as one of the speakers. ValueWalk has notes that were taken at the event - they were typed up afterwards... Read More

In an across-the-board great year for equities, small-cap and value stocks outperformed in 2013 to the point that even Apple Inc. (NASDAQ:AAPL) starting showing up on some analysts lists... Read More