As published in CFA Institute Enterprising Investor on July 29, 2024. How confident are you in what you know? In 2002, Donald Rumsfeld, U.S. Secretary of Defense spoke these, now-famous, words during a Pentagon briefing: […]
As Published in CFA Institute Enterprising Investor on 8 May 2024. In his keynote speech at the Ben Graham Centre’s 2024 Value Investing Conference in Toronto, Jason Zweig, a veteran columnist for The Wall Street Journal, […]
As published in CFA Institute Enterprising Investor on February 12, 2024 Global M&A plunged to a decade low last year, with $2.9 trillion in deal value announced, a 17% decline from the prior year. Dealmakers […]
As published in CFA Institute Enterprising Investor on October 26, 2023 In mystery writer Agatha Christie’s novel Hallowe’en Party– the film version by Kenneth Branagh is out in theatres now—a young guest who may have […]
As published in CFA Institute Enterprising Investor on August 3, 2023 Markets were generally buoyant in June as participants focused on positives while events with negative implications for asset prices, like higher risk-free rates, were […]
As seen in CFA Institute: Enterprising Investor, July 14, 2023 Hook ups just aren’t what they used to be. The worldwide value of merger and acquisitions dropped to around US$1.22 trillion at the end of […]
As featured in the CFA Institute: Enterprising Investor, June 28, 2023 Each cycle in distressed debt investing is different. During the global financial crisis (GFC), many otherwise viable companies faced a liquidity crisis. Prior to […]
As featured in CFA Institute: Enterprising Investor, June 21, 2023 What is the current outlook for investors in today’s credit market? Interest rates had been in secular decline since the 1980s. In the aftermath of […]
