Thursday September 02, 2010



Research & Rankings

Latest Releases:
Latin America Latin America Research Team
BofA Merrill Lynch Global Research and J.P. Morgan share top honors in the 2010 ranking.
2010 All-Brazil Research Team
Itaú Securities leads annual ranking of Brazil's top equity and fixed-income analysts.
Coming in September:
Country Credit
Asia 100

 
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Investment Strategies

Top Story



Hedge Funds and Institutional Investors Go for the Gold

While hedge funds crave the glittery ore, pensions and endowments embrace gold exchange-traded funds.


Blogs & Commentary

Golden Dreams
Investors and analysts speculate on the future prospects of gold.

India's Computer Hardware Industry Faces Changes
After years of raising eyebrows about how the information technology and software industry in India have been booming, things are about to change.


More Stories

Structured Market Ready To Grow, But ...


Investors are slowly returning to structured securities, but the market isn’t what it once was.

Private Equity Firms Are Busy Buying Up Banks


Activity is surging this year, both in number and in deal size.

An IPO Reincarnation?


In spite of a rebound this year, the IPO markets — a key source of capital formation for entrepreneurial America — are in a shambles.

Golden Dreams


Investors and analysts speculate on the future prospects of gold.

India's Computer Hardware Industry Faces Changes


After years of raising eyebrows about how the information technology and software industry in India have been booming, things are about to change.

3G & Wireless Auctions: Achilles Heels of Indian Telecom?


Competition is heating up in India’s telecom market. More new players are entering the market while the existing players are facing stiff competition amongst themselves.

Nordic Countries Excel In Socially Responsible Investing


There are about 100 so-called ethical funds in the Swedish market today. But the question remains: What does ethical investing really mean?

Hedge Fund Manager Philip Falcone Takes On Big Telecom


The founder of Harbinger Capital Partners is launching a bold broadband assault on the established telecom players.

Market Turbulence Indicators Could Prompt Shift Out Of Equities


State Street Global Markets started offering its clients a series of indexes that track and measure daily turbulence in seven markets.

Environmental Services in China


It is well known that China faces some critical issues regarding pollution and environmental protection. Green business in China has a bright future, but challenges remain.

Beyond Retirement Advice


More companies are starting to offer their employees a range of financial planning assistance to keep up with the competition and keep their workers happy.

Indian Hospitality Industry Reveals Great Potential


India has declared the hotel industry as a “High Priority Industry” and various incentives/concessions have been extended by the government.

Opportunities for Responsible E-Waste Management in India


If not handled properly, the process poses significant health threats.

How ETFs Can Trip Up Hedge Funds


Hedge funds that use ETFs to make bets on the broad market or a specific sector risk tripping a modest ownership threshold.

Hedge Funds and Institutional Investors Go for the Gold


While hedge funds crave the glittery ore, pensions and endowments embrace gold exchange-traded funds.

Icahn Ramping Up Motorola Stake


Carl Icahn, who is juggling a number of activist investments right now, has upped his stake in Motorola again, to 9.9 percent.

Hedge Funds Missed Big July Move


An early look at July data shows that most long-short equity, multi-strategy and macro funds greatly lagged the major indexes for the month.

Here Come the Summer Doldrums


Commentary: There is a term sailors use to describe slow hot days on the water with no wind: The Doldrums. The same might be said for the current state of the U.S. markets, and moreover the entire U.S. economy.

Could Russia Be An Investment Avenue?


Russia's state-owned oil companies are investing mainly in local assets, while the publicly-owned oil companies are investing in external assets. What message is this sending to global investors?

U.S. Investment Management Winners' Circle


Six winners of U.S. Investment Management awards share their thoughts on the state of the world economy and the future of finance.

Elite Group: Audio Outtakes of the U.S. Investment Management Roundtable Discussion


Six winners of Institutional Investor's U.S. Investment Management Awards share their views.

Gulf of Mexico Oil Spill Affects $9 Billion in Commercial Mortgage-Backed-Securities Deals


The Gulf of Mexico oil spill is affecting about $9 billion in commercial mortgage-backed-securities deals, according to a report from Realpoint.

Big Asset Managers Fight Rising HFT Cancel Orders


Large asset managers want regulators to clamp down on the high rate of cancel-and-replace orders originating from high frequency trading firms.

Lenox Advisors Upbeat On Emerging Market Equities


New York–based Lenox Advisors is increasingly optimistic about investing in emerging markets, particularly emerging-markets equities.

Commercial-Mortgage-Backed Securities Poised For Comeback


J.P. Morgan’s Alan Todd says it’s only a matter of time before markets settle down and investors once again realize the upside potential of CMBSs. He believes the worst is already well behind the market.

Big Pension Fund TIAA-CREF Goes Green


TIAA-CREF, the $426 billion pension fund for academic, medical and cultural institutions, views green business as good business.

Man, GLG Merger Underscores Importance of Scale in Alternatives


Man Group acquired GLG Partners in a $1.6 billion takeover — the largest ever between hedge fund firms.

Touting the Benefits of Electronic Medical Recordkeeping


Henry Schein CEO Stanley Bergman sees public good and private profit in EMR software.

Stock Picker: Betting on Hedge Funds and Horse Racing


Mount Vernon Investments president Nicholas Merrick proves that running a hedge fund has a lot in common with picking racehorses: Both endeavors rely on a keen understanding of background and pedigree, and an eye for what makes unproven candidates winners.

Rest and Invest: Fosun Group Buys A Piece Of Club Med


Not content to sit back while other global luxury tourism operators cash in on growing demand from China’s increasingly wealthy middle class, Shanghai-based Fosun Group buys a piece of Club Méditerranée, the Paris-based high-end resorts operator.