The Subtlety of Language in the Art of War
Been reading up on Sun Tzu’s The Art of War? If not, you had better move the book to the top of the weekend reading list- the next ten years of your career might depend on it.
THINK TANK
Whose Client is it Anyway?
Larry Fink is advising investors in general and his clients in particular to own 100% equities. Clearly the man who was instrumental in building a 3.3 trillion dollar asset manager on the foundation of bonds has become a stock guy.
Why the active game has changed
Beyond answering the question ‘active or passive?’, investors should be asking what is the significance of the ‘active or passive’ debate for today’s quickly evolving investment landscape? Does the question still matter?
Who will invent the iFund?
Steve Jobs was the greatest aggregator of applied ideas in our time. Great innovator, yeah sure, that too. But what strikes me was his ability to take multiple things, somehow related but seemingly disparate, and combine them into something new.
Mirror, mirror on the wall, is the U.S. still the fairest of them all?
Warren Buffett’s response to the downgrading of the U.S. as a debtor was that the country is (was) not a triple A but a quadruple A. Now that is the mark of a confident man!
RIP Newcits?
Efama is steadfast in protecting the integrity of the Ucits brand. The recently published report on the ‘so-called Newcits phenomenon’ makes this clear (though I must say it could have been quite a bit shorter).
Fund manager M&A deals will fail ‘unless you dive deeper’
To weigh the opportunities and risks in buying a fund managed by BlueBay, Thames River or other investment managers, a research analyst must perform extensive research and due diligence.
American Funds and the Oscars
It seems that American Funds, the formidable asset manager based in Los Angeles, is having a bit of an odd Oscars moment. They are winning all of the accolades but not seeing the box office sales.
Fund veteran’s guilty plea ‘knocked me out of my chair’
Reading Michael Lipper’s blogs can be dangerous. I nearly fell out of my chair studying his recent thoughts on selecting funds.
‘Fund Forum’ Panel Discussion – What Analysts are Looking for from Asset Managers Post Crisis
We will be discussing ‘post crisis’ evolution of fund/manager selection and what analysts are looking for from asset managers now.