In an interview with CFA Institute, Vineer Bhansali had a two-pronged answer to the question “Is there really anything wrong with negative yields?” Stating there’s nothing fundamental about negative yields,…
Day: October 18, 2021
The Importance of Quality Shareholders
Investors who research and buy individual companies are becoming increasingly rare, according to Larry Cunningham in an interview with Wealthtrack. The most obvious example is Warren Buffett, famous for buying…
Where Firms With $3 Trillion Are Putting Their Money
China’s regulatory crackdown is lending more unpredictability to the global markets, and a recent Bloomberg News article asked firms with $3 trillion in combined assets how they’re navigating the turmoil.…
Cooperman: Reinstate The Uptick Rule
In an interview earlier this year with Bloomberg Surveillance, billionaire Leon Cooperman said that the uptick rule should be reinstated. Cooperman says there are no stabilizers in effect and that…
Mr. Market: Take A Second Bite At Value Stocks
Opportunity may be knocking once again with value stocks, John Authers writes in an opinion piece for Bloomberg, in which he draws on Rob Arnott’s recent research paper called “Did…
The Underappreciated Growth Story of Emerging Markets with Kevin Carter
Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will…