Tag: global equity markets

Bubble Investing: Learning From History – Study

Bubble Investing: Learning From History – Study

Bubble Investing: Learning From History William N. Goetzmann Yale School of Management – International Center for Finance; National Bureau of Economic Research (NBER) January 11, 2016 Abstract: History is important to the study of financial bubbles precisely because they are […]

Risk Off: Hedge Funds Shun VC In 2016

Risk Off: Hedge Funds Shun VC In 2016

Risk Off: Hedge Funds Shun VC In 2016 by Evan B. Morris, PitchBook Amidst plateauing global equity markets, hedge funds poured into the VC asset class in recent years. According to data from the PitchBook Platform, overall investment activity peaked […]

Oakmark Funds: A Tough Start To 2016

Oakmark Funds: A Tough Start To 2016

David Herro on the rough beginning of 2016 for Oakmark Funds and the global equity markets. H/T Dataroma Fellow Shareholders, The beginning of 2016 has been quite rough for the global equity markets and the Oakmark Funds. With the exception […]

Time To Ditch The Bond Benchmark?

Time To Ditch The Bond Benchmark?

Time To Ditch The Bond Benchmark? by John Taylor, AllianceBernstein Bond indices’ limitations as investable strategies are evident when taking a closer look at a key proxy for global investment-grade bonds—the global aggregate index. Fixed-income indices can provide useful snapshots […]