from Breakingviews:

Morgan Stanley Q1 rivals Goldman by different path

April 20, 2015

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

from Breakingviews:

Google’s CFO search should have it feeling lucky

March 24, 2015

"The Reuters Breakingviews 2015 Predictions panel moderated by Reuters Breakingviews Editor Rob Cox and featuring Founder & Executive Chairman at Evercore, Roger Altman, Chief Economist & Executive Director of Global Market Insight at General Electric, Mar

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

from Breakingviews:

Morgan Stanley rains on its own parade

January 20, 2015

By Antony Currie

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

from Breakingviews:

James Gorman can leave Brian Moynihan in slow lane

December 18, 2014

By Antony Currie

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

from Breakingviews:

Morgan Stanley email shame begs a tech solution

June 16, 2014

By Jeffrey Goldfarb

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

from Breakingviews:

Morgan Stanley gets most relief from first quarter

April 17, 2014

By Antony Currie

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

from Global Investing:

Buying back into emerging markets

April 8, 2014

After almost a year of selling emerging markets, investors seem to be returning in force. The latest to turn positive on the asset class is asset and wealth manager Pictet Group (AUM: 265 billion pounds) which said on Tuesday its asset management division (clarifies division of Pictet) was starting to build positions on emerging equities and local currency debt. It has an overweight position on the latter for the first time since it went underweight last July.

from Global Investing:

Indian shares: disappointment may lurk

March 10, 2014

Should Indian shares really be at record highs?

The index is up 3.6 percent this year. Foreign funds have been pouring money into Mumbai shares, betting that the opposition BJP, seen as more reform-friendly than the incumbent Congress, will form the next government. They purchased $420 million worth of Indian stocks last Friday, having bought $1.4 billion over the past 15 trading sessions.

from Breakingviews:

Lazard puts M&A feet firmly in big boys’ camp

February 5, 2014

By Antony Currie

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

from Alison Frankel:

New ruling puts Fannie, Freddie in line for windfall MBS recovery

By Alison Frankel
December 17, 2013

Has there ever been a more lopsided multibillion-dollar case than the Federal Housing Finance Agency's fraud litigation against the banks that sold mortgage-backed securities to Fannie Mae and Freddie Mac? I don't think U.S. District Judge Denise Cote of Manhattan, who is overseeing securities fraud suits against 11 banks that haven't already settled with the conservator for Fannie and Freddie, has sided with the banks on any major issue, from the timeliness of FHFA's suits to how deeply the defendants can probe Fannie and Freddie's knowledge of MBS underwriting standards in the late stages of the housing bubble. But even in that context, Judge Cote's summary judgment ruling Monday - gutting the banks' defenses against FHFA's state-law securities claims - is a doozy.