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?
Peter’s Weekly Market Recap
Peter Kraus’s thoughts on why leverage may not be your friend in the current market environment.
Peter’s Weekly Market Recap
With the rise in real rates and inflation, will we see headwinds in markets, with increased volatility and some drawdown?
Peter’s Weekly Market Recap
Peter Kraus talks about bitcoin and how it could disrupt businesses - and even entire industries - in the future.
Peter’s Weekly Market Recap
How will investors think about real rates going forward and which stocks will do well in this environment?
