Where to Hide?

Where to Hide?

The Journal | January 2012

  “Denial ain’t just a river in Egypt” – Mark Twain Looking for bright spots in the global economy is a difficult task at present. There is no sense in...

Shakespeare on Investing

Shakespeare on Investing

The Journal | January 2012

At the very outset of Shakespeare’s least loveable comedy, The Merchant of Venice, Antonio is telling his friends of his depression, and how difficult it is for him to...

The Most Valuable Option of All

PDF: The Most Valuable Option of All

The View | January 2011

Financial options were designed to help investors maximize upside exposure while limiting the downside. In this View from Burgundy, we look at how investments that closely resemble financial options c...

Great Walls, Wide Moats & Red Flags

PDF: Great Walls, Wide Moats & Red Flags

The View | October 2010

The People’s Republic of China’s rapid development is the envy of the world. The prospect of 1.3 billion people reaching income thresholds that usually portend rising personal consumption levels...

Growth That Matters

PDF: Growth That Matters

The View | July 2010

Read any publication by the Harvard Business Review or McKinsey and you are sure to see articles advising executives on how to grow their business. Most of this advice stresses...

The Year of the Turkey

The Year of the Turkey

The View | June 2009

Have you ever watched the “talking head” interview shows on financial channels like CNBC? Usually they are structured with several guests who agree with each other, and one who has...

It Is More Than Just Money

It Is More Than Just Money

May 2008

Every year, hundreds of investment management firms are established around the world; only a small percentage of these start-ups are likely to achieve ongoing success — in terms of investment result...

Reflections from the Funhouse

PDF: Reflections from the Funhouse

The View | May 2007

Top corporate managers and elite investors both specialize in capital allocation. Whether in the corporate sector or in securities investments, the most successful capital allocators follow some surpr...

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