If we follow acclaimed hedge fund manager Michael Burry’s (one of the main characters from the book, The Big Short) investment path, the next big opportunity (or crisis, for that matter) will be related to water. In full agreement, we have been p...
(Bloomberg View) -- Next week's British referendum on whether to quit the European Union is starting to spook financial markets, with the pound in particular taking fright at the prospect of a win for the secessionists. But a look at what...
(Bloomberg) -- The author is the professor of practice and senior director of the Oregon Economic Forum at the University of Oregon and the author of Tim Duy's Fed Watch...
Markets have bounced back strongly from the February lows and investor flows and positioning now suggest some complacency. Given the increased event risk in coming months, we see scope for profit taking and short term volatility. We make...
Why do so many financial professionals back passive investing to the exclusion of other options? One reason is the financial collapse of 2008. A lot of active managers didn’t “save” investors when they needed saving the most...
(Bloomberg) -- The world is turning upside-down for U.S. equities, with the biggest gains coming from a strategy that has done little of late but deliver losses to investors and taking over market leadership from large technology stocks...
While developed market economies are seeing increased headwinds, emerging market growth seems more resilient. Following our earlier decisions to upgrade EM debt and FX, we now upgrade EM equities to a small overweight. Following the recent bounce...
Everyone can do it.
New Securities and Exchange Commission regulations approved late last year allowing the general public to invest in start-up companies went into effect Monday. Private companies were previously allowed to solicit only accr...