Institutional Research
-
What Deutsche Bank’s Troubles Tell Us about the Health of Europe’s Banking System*
-
The stock of Germany’s largest bank, Deutsche Bank, is currently trading at
multi-decade lows and the bank is edging closer to suffering a general
crisis o...
4 hours ago
-
-
Kathleen Gallagher Retires from Ford
-
The award-winning chief investment officer of benefit plans for Ford Motor
Co. put the company on a path to liability-driven investing.
5 hours ago
-
361 Capital Launches New Brand Identity
-
DOWNLOAD PDF > DENVER—March 23, 2016—361 Capital, an award-winning*
investment firm specializing in liquid alternative mutual funds, has
unveiled a new b...
6 hours ago
-
What Moves Futures Markets
-
A three market mashup of the CME's infographics covering grains, meats, and
energy markets, highlighting 5 main categories of events that move futures
pric...
10 hours ago
-
How is the DJSI Helping to Drive Positive Change?
-
Learn more about how the Dow Jones Sustainability Indices shapes investor
behavior and the continued appetite for sustainability investing. S&P DJI’s
Jon W...
11 hours ago
-
Weekend Reads: How to Profit from a Crisis
-
[image: Weekend Reads: How to Profit from a Crisis]Will Ortel summarizes
three books that each offer its own flavor of apocalyptic investing and
compiles a...
12 hours ago
-
From the Vault: Does Forward Guidance Work?
-
In recent months, there have been some high-profile assessments of how far
the Federal Reserve has come in terms of communicating about monetary
policy sin...
14 hours ago
-
Company Notes Digest 9.30.16
-
Each week we read dozens of transcripts from earnings calls and
presentations as part of our investment process. Below is a weekly post
which contains some...
21 hours ago
-
Democracy does not cause growth
-
The debate over whether democracy causes economic prosperity and growth
dates back millennia. Recent empirical results suggest that democratisation
has a s...
1 day ago
-
Emerging Markets Equities – Emerging Investment Performance
-
The outlook for EM asset classes is turning more positive, or at the very
least, less negative – according to Russell Investments’ Senior Investment
Strate...
1 day ago
-
Daily Agenda: Stocks, Commodities Rise on Saudi Change of Heart
-
OPEC leader backs oil-production caps; India strikes inside Pakistan; Pepsi
earnings up; Spain struggles to form government; big layoffs at Commerzbank.
1 day ago
-
Gold vs. Paper: The Only Debate That Matters
-
Our weekly commentaries provide Euro Pacific Capital's latest thinking on
developments in the global marketplace. Opinions expressed are those of the
writ...
2 days ago
-
The Islamic Hatred of Modernity
-
I have for you a very interesting and unusual piece for this week’s Outside
the Box. It is not that I do not regularly send things by authors who see
the w...
2 days ago
-
A Walk Down Memory Lane: Thoughts on HPIs and Financial Indexes as The Dow Celebrates Its 120th Birthday
-
On May 26th, 2016, the granddaddy of all equity indexes—the Dow Jones
Industrial Average (DJIA)—turned 120. The 30 blue-chip companies that
comprise the D...
4 days ago
-
The Risk Of Dismissing The Data: The TED Spread And Baltic Dry Index
-
No single variable or statistic provides clear insight into the future
direction of the economy or stock market. When a data point does not fit
ones narrat...
5 days ago
-
Infrastructure Stocks Could Rally on Election
-
Clinton and Trump both want to boost infrastructure spending. Jamie Cook,
of CSFB, picks industry winners.
6 days ago
-
New Wilshire Study: BXMD and PUT Indexes Offered Higher Returns, Lower Volatility Over Three Decades
-
By Matt Moran SEPT. 21, 2016 – Wilshire Associates recently was ranked as
one of the world’s ten largest investment consultants, due to the fact that
it ha...
1 week ago
-
The Coming Anti-National Revolution
-
NEW HAVEN – For the past several centuries, the world has experienced a
sequence of intellectual revolutions against oppression of one sort or
another. The...
1 week ago
-
Apple Tax Grab by EU Invades IRS Airspace
-
Our weekly commentaries provide Euro Pacific Capital's latest thinking on
developments in the global marketplace. Opinions expressed are those of the
writ...
2 weeks ago
-
Fairness Opinions: Fix them or Flush them!
-
My post on the Tesla/SCTY deal about the ineptitude and laziness that
Lazard and Evercore brought to the valuation process did not win me any
friends in t...
2 weeks ago
-
How 70% Of Financial Advisors Feel Pressured To Invest In This Market
-
By Paul Katzeff, Investors Business Daily Experience and common sense have
taught financial advisors that, when it comes to safeguarding... [ Read More
]
2 weeks ago
-
