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Bruce Berkowitz on Value Investing, Investment Philosophy and Valuation
An interview and Q&A with Fairholme Capital’s Bruce Berkowitz. In this interview, Bruce discusses his approach to investing and how he values a company. Bruce also talks about sectors he is focusing on and value investing. Q2 hedge fund letters, conference, scoops etc Fairholme Capital's Bruce Berkowitz: Value Investing, Investment Philosophy And Valuation Transcript At Fairholme we tend not to
Stephen Schwarzman: Investment Strategies, Creating Blackstone and Life (2018 & 1999)
An interview with billionaire private equity titan and founder of Blackstone, Stephen Schwarzman. In this interview, Stephen discusses his unusual investment strategies and creating the firm, Blackstone. Stephen also talks about his life, worries for the future and advice to young people. Q2 hedge fund letters, conference, scoops etc Stephen Schwarzman: Investment Strategies, Creating Blackstone And Life (2018 & 1999)
Why Should Investors Consider Alternatives?
Explaining the basics of alternative strategies Alternative investments (alts) were first embraced by institutions, and some people still view them as a complex solution for complex needs. However, a growing number of alternative strategies are now available via mutual funds. This allows alts to be used by everyday investors to help meet three of their most common investment objectives: building
How to Avoid a Fund Blow Up
#GapYear1992 Its 2.4 miles from Hampstead Village to Golder’s Green in London. A 12 minute drive thru narrow, winding roads during non-peak hours. We did it in 6! At 2am in the morning. To the ear splitting music of “Under the Bridge” by the Red Hot Chili Peppers I had just finished my shift. Read more at Advisor Perspectives. Photo:
Preferred and Capital Securities Fund: Bank Fundamentals Haven’t Been This Strong in Decades
Asset Management
SUMMARY Given the strength in bank fundamentals, preferred securities may offer opportunities to generate higher yield and higher return than traditional fixed income. PIMCO’s Preferred and Capital Securities Fund (PFINX) seeks attractive investment ideas in bank securities around the world, diversified across issuers, currencies and structures. We see opportunity for total return in many financials outside the U.S., especially in
Despite the Recent Wreck, Tech ETFs Are Luring Investors This Year
Perhaps not surprisingly, data indicate the sector analysts' are most bullish on is technology. Over the past year, the Technology Select Sector SPDR (NYSE: XLK) and the tech-heavy PowerShares QQQ (NASDAQ: QQQ) are up 24 percent and 22.6 percent, respectively, while the S&P 500 is higher by 13.7 percent. "With the end of the first quarter approaching, where are analysts
Passive Investing May Not Work for Fixed Income. But What Does?
In the fixed income market, I think passive investing actually poses a tremendous risk. There has been a shift from active to passive investing across asset markets. So over the last year we've seen over $70 billion move into passive strategies that track the Bloomberg Barclays U.S. Aggregate Index. I think it's important for investors to understand what that index
Why Active Management Failed…and Didn’t
Passive equity strategies have seen massive inflows over the last decade, in part owing to active management’s struggles. But a closer look at the story within the story suggests that leaving active out of the equation could be leaving money on the table. First, a little history on how we got here. In the early 1980s, the baby boomer generation
Diversifying Risk, and Risk?Takers, in Investment Management
Asset Management
PIMCO’s new partnership with the organization Girls Who Invest is one more step toward a more inclusive financial services industry. It is also an act of conviction: At PIMCO, we believe that promoting diversity is more than simply the right thing to do from a moral, social and business standpoint. It is also the right thing to do for our
Asset Allocation Views: Singles and Doubles
With market volatility on the rise, consider a broad set of relative value opportunities across global markets. Markets entered 2018 with the wind at their back: double-digit equity returns, strong momentum, and expectations that the synchronized global growth and corporate earnings recovery we saw in 2017 should continue into 2018. However, recent volatility suggests some storm clouds could be gathering.