from Breakingviews:

Goldman’s new conflict rules raise bigger question

October 1, 2014

By Jeffrey Goldfarb

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

from Anatole Kaletsky:

Here’s what it will take to trigger the next stock market correction

By Anatole Kaletsky
August 21, 2014

Traders work on the floor of the New York Stock Exchange shortly after the market's opening in New York

As Wall Street hit another new record Thursday, it is worth considering what could cause a serious setback in stock market prices around the world. Since I started writing this column in 2012, I have repeatedly argued that the rebound in stock market prices from their nadir in the 2008-09 global financial crisis was turning into a structural bull market that could continue into the next decade.

from Anatole Kaletsky:

Markets: Exuberance is not always ‘irrational’

By Anatole Kaletsky
July 25, 2014

A pedestrian holding his mobile phone walks past an electronic board showing the stock market indices of various countries outside a brokerage in Tokyo

With the stock market continuing to hit new highs almost daily despite the appalling geopolitical disasters and human tragedies unfolding in Ukraine, Gaza, Syria and Iraq, there has been much head-scratching about the baffling indifference among investors. Many economists and analysts see this apparent complacency as a symptom of a deeper malaise: an “irrational exuberance” that has pushed stock prices to absurdly overvalued levels.

from India Insight:

Investors fear for their deposits after Sahara chief’s arrest

March 7, 2014

The arrest of Sahara chief Subrata Roy last week and the court case over an outlawed bond scheme are raising fears among some investors who worry they will not get their money back.

from Global Investing:

The annus horribilis for emerging markets

January 5, 2014

Last year was one that most emerging market investors would probably like to forget.  MSCI's main equity index fell 5 percent, bond returns were 6-8 percent in the red and some currencies lost up to 20 percent against the dollar.  Here are some flow numbers  from EPFR Global, the Boston-based agency that released some provisional  annual data to its clients late last week.

from Global Investing:

Pakistan, Nigeria, Bulgaria… the cash keeps coming

August 19, 2013

The frontier markets juggernaut continues. Here's a great graphic from Bank of America/Merrill Lynch showing the diverging fund flow dynamic into frontier and emerging equity markets.

from Breakingviews:

Vietnam is back in the game for buyout firms

July 18, 2013

By Andy Mukherjee

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

from Unstructured Finance:

The retailization of the single family home rental play

March 4, 2013

By Matthew Goldstein

It started slowly but the push by Wall Street into the single family rental market is fast becoming a Main Street play as well.

from Unstructured Finance:

What investors can look for in 2013

December 5, 2012

By Matthew Goldstein and Jennifer Ablan

Big money managers do not always agree--that's what makes a market--but if there was one consensus coming out of our just concluded Reuters Investment Outlook Summit, it's that next year will probably be another bang up one for the bond market.

from Unstructured Finance:

UF Weekend Reads

June 9, 2012

Here's to getting out exclusive stories fast when need be. This week, pay close attention to Jamie Dimon, who will be on the congressional hot seat as he deals with questions over JPM's $2 billion plus trading loss. And without further ado, here's Sam Forgione's weekend reads: