from Breakingviews:

Ackman inadvertently makes case for index funds

January 28, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Morning Bid with David Gaffen:

Top Markets Stories of 2015

December 22, 2015

It’s been an interesting year, and the volatility we saw strikes some as a harbinger, with more divergence in monetary policy and the long-anticipated beginning of a Fed tightening cycle careening into the collapse of oil, setting up for an eventful 2016. For now, though, here’s a look at the top 10 stories in the markets over the past year:

from Breakingviews:

Argentina and Elliott give peace a chance in 2016

December 21, 2015

By Reynolds Holding and Martin Langfield

The authors are Reuters Breakingviews columnists. The opinions expressed are their own. 

from Breakingviews:

“Zero and 100″ model might just work for BlueCrest

December 7, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Saudi has chance to teach hedge funds a lesson

December 3, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Bill Ackman pushes limits of activism at Valeant

November 5, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Valeant sets tone for post-M&A accounting scrutiny

October 22, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Hedge fund wobbles hand ammunition to fee fighters

September 1, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

ConAgra’s smorgasbord is ready to carve

June 19, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Morning Bid with David Gaffen:

Delaware destroyers

May 14, 2015

Has the U.S. market been altered, if only slightly, by the surprising defeat of Nelson Peltz's Trian Management Group in its endeavor to take several seats on the board of DuPont? Perhaps.