Poll: Where Are Profit Margins Headed?
Since bottoming in 2009, corporate profits as a percentage of GDP have rebounded sharply and currently stand at about 11%, or approximately 70% above the long-term average. Warren Buffett once said,...
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13F Watch: Buffett Buys Exxon Mobil, Ackman and Berkowitz Target Fannie and...
The latest quarterly filings show that fund managers as a group increased their technology exposure while trimming consumer staples and financials. Read more
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Weekend Reads for Investors: Themes to Watch, MOOCs, and Olympic Predictions
Goldman Sachs recently released its “S&P 500 Beige Book,” a quarterly survey of corporate conference calls which similarly collects “anecdotal evidence of fundamental and thematic trends” from...
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13F Watch: Rising Profile for Activist Investors
Activist investors have significantly raised their profiles in recent years. According to Activist Insight, there were 237 activist campaigns launched in 2013, up from less than 30 in 2000. And while...
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Weekend Reads for Investors: Diverge From the Herd
Oaktree Capital’s founder and chairman Howard Marks publishes periodic memos that are widely considered “must reads” for those in the investment industry, and his latest missive should be no exception....
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13F Watch: Activist Investors Fill the Void
Thanks to a bull market and strong relative returns, assets under management for activist investors have swelled — tripling in just the last five years — allowing these high profile fund managers to...
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13F Watch: In Defense of Active Share
The poor performance of active management has been well chronicled of late but the active fund management industry is not going down without a fight. Apologists have been quick to point to artificially...
View Article13F Watch: Funds Add Health Care and Trim Technology as Activists Take Center...
In the first quarter of 2013, institutional investors added to their equity holdings in the healthcare sector while reducing their exposure to the technology stocks. Among the most widely held stocks,...
View Article13F Watch: Managers Add Financials and Trim Energy as Hedge Funds Remain...
In the second quarter of 2013, institutional investors added to their equity holdings in the financial sector while reducing their exposure to energy stocks. Among the most widely held stocks,...
View ArticleWeekend Reads for Financial Advisors: Emotional Finance and Chaos Theory
Lauren Foster rounds up recent articles and resources that you may have missed during the last couple of week.
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