Recently Curated Economic & Market Articles

Current Chart of Interest

May 12, 2018

The Chart of the Week is from a Twitter user via Goldman Sachs, which shows the projected record amount of stock buybacks for this year.

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Private Equity Firms Consolidating

May 16, 2018

Institutional Investor has an article on a report from Triago (provider of private equity advisory services) regarding the increasing pace of consolidation in the private equity industry. Per the article, there have been 150 acquisitions since 2005, with 65% of the deals within the past five years. The article sites two major

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Research Finds Smaller is Better for Hedge Funds

May 11, 2018

Institutional Investor is reporting on research that indicates smaller hedge funds are more likely to outperform larger hedge funds. The researchers separated hedge funds into three categories: Small (less than $10 million); Medium ($10 - $100 million); and Large ($100 million +) and included data from 1994 to 2016. The study points to the disincentive

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200 China Stocks Join MSCI Index

May 15, 2018

A Wall Street Journal article on MSCI, the global provider of market indices, notes the addition of 234 Chinese stocks (“A-shares”) to the Emerging Market Index and the China Index. The new shares will comprise only 40 basis points of the Emerging Market and 130 basis points of the China Index. The decision is the culmination of a three-year process, which required

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Why Can’t Fund Managers Admit Mistakes?

May 15, 2018

The Behavioral Investment blog has a post on why it is difficult for fund managers to admit mistakes. One potential reason is cognitive dissonance, which relates to the ability to deal with situations that are contradictory to beliefs. An example would be how a manager copes with a significant long investment that is declining. Another issue is commitment, as managers convince

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