The combination of pervasive gloom, low expectations, attractive valuations, and a refusal to acknowledge the positive changes, which are occurring (albeit slowly) in Japan has begun to whet our appetite for Japanese equities.
Pension fund deficits, which remain heavily concentrated among a handful of firms, are just starting to impact the bottom line, while the longer-term implications for all investors may be a shift in asset allocation.
Small-cap stocks have been remarkably resilient over the last four and a half years, but the sector appears to be weakening.
Although China boasts vast investment potential, all but the most intrepid and well-informed investors should either focus on indirect investment or simply study the economy and markets to prepare for possible investment in the future.
Despite the steady stream of financial scandals and revelations of conflicts of interest on Wall Street, the game of beating analyst projections continues.
This extensive report examines the cost components of moving assets between managers, the relative merits of five methods for moving those assets, and selection criteria for choosing a transition manager.
This report examines the current market environment for private equity fund-of-funds (FOFs), the role of FOFs in a portfolio, strategies employed by FOF managers, performance measurement issues, and partnership terms and conditions.
Benchmark construction idiosyncrasies, as well as the limited acceptance of diversification through style investing, has contributed to value’s persistent outperformance of growth in Europe.
Given the explosiveness of past bear market rallies, investors should rebalance instead of sitting in cash or assuming a prospective rally represents the start of a prolonged recovery.
This report examines the political, social, and economic backdrops for venture capital investing in China, assessing both impediments to investment and keys to success. Exhibits cover private equity investment (annual, new, and by stage); initial public offerings; mergers & acquisitions; and contact information for venture capital funds active in China.