Direction of long-term Interest Rates
Bill Kornitzer looks a look at long term interest rates and central bank intervention.
Inflation, PPI and Cryptocurrency
Inflation, PPI and Cryptocurrency - three topics that caught Bill Kornitzer's attention this week.
Interview with Chris McKee from The PRS Group
The first in a series of conversations with Chris McKee from The PRS Group - an overview on his and Peter Marber's latest book.
Earnings Calls Facts and Fictions
Earnings conference calls are a great way to go beyond the headline data and really focus on nuance and anomalies.
Sell in May and Go Away?
Europe has seen a very strong earnings season so far and given we're now in May, Anis Lahlou revisits the saying of "sell in May and go away" and what this looks like from a cyclical versus defensive lens.
Is the market overvalued?
A common question asked: is the market overvalued? Here are Bill Kornitzer's latest thoughts on this.
Peter’s ABCs on Fees. Ep 5: Challenging the Status Quo
In the final episode of our #ABCsOnFees series, Peter Kraus takes a closer look at the importance of aligning manager and client incentives and the need to disrupt the traditional fixed fees model.
Peter’s ABCs on Fees. Ep 4: ETFs to the Rescue?
Are ETFs here to replace active management or do their risks outweigh their benefits?
Hydrogen as the New Oil?
Carbon emission reduction is a goal that many are trying achieve globally. As next-generation fuel sources continue to develop, we look a bit more closely at hydrogen and ask could this be the new oil?
Peter’s ABCs on Fees. Ep 3: Performance Fees – Friend or For?
Do high-water marks reduce or enhance risk? Are performance fees riskier than fixed fees? Should a manager charge on alpha or on absolute returns?