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Apple Inc
‘Sell Apple’
...And while corporates have been the dominant buyers of equities over the past year, there’s $6tn of dry powder sitting in money market funds that could be dislodged by lower interest rates: The S&P 500’s...
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FT Asset Management
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Future of Asset Management Europe
New fund firm models for Europe's resurgence
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...Support for the DPS comes from cover remaining >1.2x, a healthy reg. cap surplus of 85p+ p/s, and dividends being a mandatory component of fund manager variable comp....
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Markets Now - Friday 24th April 2020
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
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Fund management
From value strippers to value protectors
...*Hedge Fund Activism, Corporate Governance, and Firm Performance (2006), Brav et al...
December 7, 2008

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