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Adding a Malaysia ETF for the end of the year
According to our work, in the past Malaysia has been a leading tell of shifts toward emerging market equity outperformance.
Manager Commentary Joseph Ollis on 15 Dec 2011
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I expect 2011 to end on a high note
To borrow what Winston Churchill said about the Americans, “European politicians will do the right thing after exhausting all other options.”
Manager Commentary Charles Sizemore on 14 Dec 2011
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Right now it's essential to avoid value traps
With corporate earnings growth heating up and demand for capital rising, shares of companies with low and stable growth rates will likely perform poorly.
Manager Commentary Robert Gay on 14 Dec 2011
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How exposed are U.S. banks to European debt? Impossible to know.
Why did we sell Morgan Stanley? Because public disclosures about banks’ sovereign debt exposures are useless in order to ascertain the level of risk with a reasonable degree of confidence.
Manager Commentary Jean-Luc Nouzille on 14 Dec 2011
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Hope, Pray, Reality
All our strategy factors remain bearish, despite the recent optimism and hope for an end to the Eurozone crisis.
Manager Commentary Terence Grennon on 13 Dec 2011
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Adding to my KKR position for these 4 reasons
Call me an optimist, but I don't see Europe allowing such a drastic and negative situation to manifest itself to large scale contagion.
Manager Commentary Andy Schornack on 13 Dec 2011
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I'm short VXZ to protect against volatility spikes
If VIX contango persists, I will replace my short VXZ exposure with a short exposure to VXX to profit from the term structure.
Manager Commentary Robert Zingale on 13 Dec 2011
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What if earnings have peaked?
It would not be surprising or unprecedented to find the markets in a protracted trading range.
Manager Commentary John King on 12 Dec 2011
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Determined to follow my pairs trade plan
As of this moment, we think the market is overbought.
Manager Commentary Beau Wolinsky on 12 Dec 2011
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Taking profits quickly in this news-driven market
Managing risk is extremely important in the current environment.
Manager Commentary Michael Arold on 12 Dec 2011
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