Moving European Equities to Neutral, Adding to Emerging Markets

May 23, 2016

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...

Crowdfunding Takes Effect

May 17, 2016

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...

Berkshire Took $1.07 Billion Stake in Apple in First Quarter

May 16, 2016

(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. disclosed a stake in Apple Inc., betting that the technology company will rebound after a slump driven by a slowdown in iPhone sales...

Anyone Can Back a Startup Now. But Good Luck Finding the Next Uber

May 16, 2016

(Bloomberg) -- New crowdfunding rules taking effect Monday will let anyone—not just the wealthy— invest in startups. But don't bet on the "99 percent" finding the next Uber overnight...

World's Most Extreme Speculative Mania Is Unraveling in China

May 10, 2016

(Bloomberg) -- From the Dutch tulip craze of 1637 to America’s dot-com bubble at the turn of the century, history is littered with speculative frenzies that ended badly for investors...

The Art and Science of Contrarian Intrinsic Value Investing

May 09, 2016

Contrarian value investors have to yin when others yang. But the key is to buy quality at value prices, not junk at clearance prices, said Rupal Bhansali, Chief Investment Officer of Global Equities and Portfolio Manager at Ariel...

Why 'Paralyzing Volatility' Means Trouble for Wall Street Giants

May 06, 2016

(Bloomberg) -- There’s plenty of volatility, but what happened to the volume...

A Top Muni Fund's Secret: Buy Tobacco, Stay Clear of Puerto Rico

May 05, 2016

One of the best-performing U.S. municipal-bond funds rose to the top with debt backed by a once bankrupt county and cigarette-company payouts at risk as Americans kick the habit. Another driver: It largely steered clear of Puerto Rico...

Another Impact Investing Tool

May 04, 2016

Did your firm make the list? | Fanatic Studio/Thinkstock Which financial services companies have the best gender equality policies? The Bloomberg Financial Services Gender-Equality Index (BFGEI), launched Tuesday, has identified 26 financial s...

Wrong-Way Bets Rule U.S. Stock Market's $3 Trillion Recovery

May 03, 2016

(Bloomberg) -- Here’s what happened during the rebound in equities that added nearly $3 trillion to U.S. share values in 10 weeks: mutual funds hoarded cash, short sellers tightened their grip on bearish bets and individuals bailed out...