Articles
Articles from our Weekly Newsletters
Active Fund Management Isn't Dead Just Yet

It’s quite easy to do bad deals in asset management. Option one, overpay for a private capital business in the aggressive dash for growth. Option two, defensively merge your existing fund manager with a regional peer and botch the integration as you try to make savings.
The Dollar’s Slide Is Raising Red Flags for Corporate Earnings

Rising tariffs and the weakening dollar are casting a shadow on companies’ profit guidance this earnings season, with more damage seen unfolding over the coming quarters.
Yale Signals That Private Equity May Have Peaked

As chief investment officer of Yale University for more than three decades, David Swensen redefined institutional investing.
AI Was Already Clouding Tech Earnings. Then Tariffs Hit

The Big Tech stocks are beginning the year’s earnings season with mild optimism. After signs from the White House that President Donald Trump may be softening his scorched-earth tariff plan, the Magnificent Seven stocks have been up more than 6% this week.
Bearish ETF Alarms Blare After a $373 Million Short Bet

A group of ETF traders are betting against a spirited rebound in the stock market, as they pay up for short positions and withdraw money from bullish strategies.
Vanguard CEO Says US Exceptionalism ‘Absolutely’ Hasn’t Peaked

President Donald Trump’s chaotic policies are spurring some investors to “sell America,” but Vanguard Group Chief Executive Officer Salim Ramji said he still believes in the underlying strength of the US economy.
Take Well-Timed Action for the Biggest Impact

I’m not someone who believes you should let offensive things go by. Look for your opportunity and be ready!
The Single Pane of Glass: Unifying Communications Supervision Across Channels

A successful single-pane-of-glass strategy not only enhances compliance but also improves operational efficiency and agility in an increasingly complex regulatory environment.
Portfolio Managers See Canada Stock Market as Long-Term Winner

As President Donald Trump’s trade war continues, Canadian equities are poised to outperform their US counterparts, portfolio managers argue.
Want to Drive Organic Growth? Focus on This

In this video, I break down the No. 1 thing you should focus on for organic growth: ensuring your marketing efforts are strategic, effective, and aligned with your long-term goals.
Tech Giants to Plow $500 Billion Cash Hoard Into More Buybacks

While many investors have been scared away from tech giants at the center of this year’s equity rout, the companies are likely to continue plowing money into buybacks that will offer at least one source of continuing support for the stocks.
US Banks Ride Out Market Turmoil Thanks to Capital Buildup They Opposed

Big US banks are navigating a choppy environment just two years after the last round of turmoil, this time with almost no one questioning the industry’s ability to ride out whatever is coming.
Apollo, Blackstone Lead $4 Billion Loan for Boeing Unit

Private lenders led by Apollo Global Management Inc. and Blackstone Inc. are providing a $4 billion loan to support Thoma Bravo’s acquisition of Boeing Co.’s flight navigation unit and other digital assets, according to people with knowledge of the deal.
US Bonds Have Never Been Risk-Free, and Never Will Be

Practically every financial meltdown or crisis can be traced back to a misunderstanding of which assets are “risk-free.” Investors think they have a risk-free asset — it could be a mortgage-backed security, shares in a Bernie Madoff fund, Greek debt — and are surprised when it turns out not to be.