Inflation, PPI and Cryptocurrency
Inflation, PPI and Cryptocurrency - three topics that caught Bill Kornitzer's attention this week.
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.
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?
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?
Peter’s ABCs on Fees. Ep 2: An Industry Designed to Fail
In the second episode of our #ABCsOnFees series, Peter Kraus explores why the industry is designed to fail.
Peter’s ABCs on Fees. Ep 1: The Squeeze on Fees
In the first episode of our #ABCsOnFees series, Peter Kraus takes a closer look at the squeeze on fees. What are the implications for investors and are lower fees always better?
Peter’s Weekly Market Recap
With the one-year anniversary of the Covid-19 market bottom this past week, what are some of the learnings and conclusions of this crisis?
Peter’s Weekly Market Recap
The US is expected to see GDP growth of almost 10% in the first quarter. What does that growth mean and how might it impact financial markets?
National People’s Congress
Portfolio Manager Bill Kornitzer shares his thoughts on budget deficits, local government bonds, and other highlights that were discussed at the National People's Congress of China.