Hints and tips:
...The view was laid on in a Bloomberg article yesterday: “Emerging markets are almost certain to outperform the US over the longer term, according to Dan Villalon, head of AQR’s portfolio solutions group,...
...That piece drew on a paper by Michele Aghassi and Dan Villalon of AQR, which has one important point we didn’t get to on Monday....
...In a recent paper, Michele Aghassi and Dan Villalon of AQR Capital Management look at EM weightings across Nasdaq’s eVestment database of institutional funds....
...Dan Villalon, global co-head of the portfolio solutions group at AQR, likens the birth, testing and implementation of new signals to the start of a sea turtle’s life....
...I spoke yesterday with Dan Villalon, a principal at AQR, a large quantitative manager. He suggested a better way to look at growth and value: what AQR calls the “value spread”....
...“We would recommend more exposure to commodities because most portfolios seem to be overly reliant on expectations of a future environment of good economic growth and benign inflation,” said Dan Villalon...
...The Thyssen Collection, in the renaissance Palacio de Villalón, changed my mind about the 19th-century Andalucían paintings I’d always dismissed as sugary and sentimental....
...In Mr Cruz Villalón’s view, it’s clear that it hasn’t....
...Any scepticism from Mr Villalón about elements of the OMT’s make-up would, however, influence the current debate....
..., Advocate General Pedro Cruz Villalón observes that the framing and implementation of monetary policy are the exclusive competence of the ECB....
...Pedro Cruz Villalón, an ECJ advocate-general, said the ECB’s pledge in the summer of 2012 to do “whatever it takes” to save the region from economic ruin by buying government bonds was compatible with EU...
...With admirable humility (for a lawyer), Pedro Cruz Villalón, advocate general, urged courts to “exercise a considerable degree of caution when reviewing the ECB’s activities” because they lacked the central...
...But in an opinion that could have far-reaching consequences, Pedro Cruz Villalón, an advocate-general of the ECJ, said that if the ECB ever activated Outright Monetary Transactions — a bond-buying scheme...
...In his interim opinion on the ECB’s Outright Monetary Transactions programme, Pedro Cruz Villalón, an advocate-general at the European Court of Justice, gave the programme the green light with mild conditions...
...include Makram Azar, who is heading Kohlberg Kravis Roberts’ new Middle East office, Alexis de Rosnay, who had recently been named Lehman’s co-head of investment banking, has moved to Lazard, and Antonio Villalon...
International Edition